The CU2.0 Podcast

The CU2.0 Podcast

www.mcgarvey.net
This podcast explores contemporary, critical thinking and issues impacting the nation’s credit unions. What do they need to be doing to not just survive but prosper?


CU2.0 Podcast Episode 106 the Credit Union Mastermind Group
Aug 11 • 50 min
Hear about the new CU2.0 Mastermind groups designed to jumpstart successes for credit union and fintech leaders.
CU2.0 Podcast Episode 105 Angela Russell CUNA Mutual on Race and Equity and What to Do Now DEI4
Aug 4 • 33 min
CUNA Mutual’s Angela Russell on race, diversity and credit unions - what changes need to happen?
CU 2.0 Podcast Episode 104 Brad Powell Redboard the Smarter Audit Software
Jul 28 • 31 min
Redboard automates the regulatory audit process for a credit union, reducing frustration and dramatically upping efficiencies, says company founder Brad Powell.
CU 2.0 Podcast Episode 103 Pablo DeFilippi of Inclusiv on Diversity, Equity, Inclusion DEI 3
Jul 21 • 40 min
Pablo DeFilippi on why the time is now for more credit union Diversity, Equity and Inclusion.
CU 2.0 Podcast Episode 102 Andrew Wang Peach Street on Mortgage Servicing
Jul 14 • 42 min
Peach Tree’s Andrew Wang tells all you want to know about mortgage servicers but were afraid to ask.
CU 2.0 Podcast Episode 101 Renee Sattiewhite AACUC on Credit Unions, Race and the US DEI 2
Jul 9 • 31 min
African American Credit Union Coalition CEO Renee Sattiewhite on Race, Credit Unions, and Today’s Push for DEI
CU2.0 Podcast Episode 100 Coopera’s Victor Miguel Corro on Race and Credit Unions in 2020 DEI 1
Jul 7 • 39 min
A talk with Coopera’s Victor Miguel Corro about the CU Diversity, Equality and Inclusion Collective and the changes now enveloping credit unions as they seek to serve a more diverse America.
CU2.0 Podcast Episode 99 Brad Smith on the Post-Pandemic Tech You Need Now
Jul 1 • 41 min
Credit union consultant Brad Smith tells the massive - and likely lasting - tech changes credit unions need to make to adjust to the pandemic world in which we now are.
CU2.0 Podcast Episode 98 James Robert Lay on the Real Meaning of Digital Transformation
Jun 24 • 32 min
Digital transformation of credit union is about creating a new member experience, not about digital tools as such: James Robert Lay.
CU2.0 Podcast Episode 97 PPP Loan Forgiveness: Fast Take
Jun 19 • 12 min
Automate the PPP Loan Forgiveness process to save many staff hours on every loan - here’s how.
CU 2.0 Podcast Episode 96 Steve Winninger Talking Boards and Governance
Jun 17 • 44 min
Longtime credit union CEO Steve Winninger tells how to create a credit union board that makes a difference.
CU 2.0 Podcast Episode 95 Carma Peters, CEO Michigan Legacy Credit Union on Digital, Covid-19 and CU Survival 2020 Style
Jun 10 • 31 min
Carma Peters, CEO of Michigan Legacy Credit Union, tells about digital reinvention, Covid-19, and why she helps other credit unions survive.
CU 2.0 Episode 94 Nabil Hannan on Cybersecurity, Remote Workers, Mergers and Your Credit Union
Jun 3 • 40 min
Cybersecurity complexities and credit unions in the age of Covid-19.
CU 2.0 Podcast Episode 93 Lee Miller Renofi on Smarter Home Improvement Loans
May 27 • 38 min
Renofi helps credit unions make smart home improvement loans based upon a house’s post renovation value - a win for the homeowner, also the credit union.
CU 2.0 Podcast Episode 92 Sahil Pankhaniya, A Start Up Credit Union at George Washington University
May 19 • 33 min
Talking about an effort to start a new credit union at George Washington University in DC - very cool, very smart.
CU 2.0 Podcast Episode 91 Sherif Hassan Capiform on Smarter Lending Now
May 13 • 34 min
How to automate credit union lending for greater efficiencies and better member service in a recession - Capiform.
CU 2.0 Podcast Episode 90 Bill Kennedy Tells How Many Credit Unions Will Close in the Next Year
May 4 • 29 min
Credit union veteran Bill Kennedy tells what’s wrong with boards of directors, why young execs don’t take credit union jobs, and - frighteningly - predicts how many credit unions will close in the next year.
CU2.0 Podcast Episode 89 Bob Meara Celent on Covid-19 and Your Credit Union
Apr 28 • 28 min
Celent analyst Bob Meara talks about digital transformation and credit unions and the future of branches.
CU 2.0 Podcast Episode 88 Bob Fisher CEO (Retired) Grow Credit Union, Billion $$ Babies
Apr 21 • 51 min
Retired Grow credit union CEO Bob Fisher tells the how-to of building a billion dollar credit union
CU 2.0 Podcast Episode 87 Bill Brooks Credit Union Doctor
Apr 14 • 43 min
Credit union doctor Bill Brooks tells all about NCUA, bad mortgages, worse car loans, and how many credit unions have forgotten why they were created.
CU 2.0 Podcast Episode 86 Alan Bergstrom Exclamation Services CUSO
Apr 7 • 38 min
A merger alternative: Shared services via CUSO Exclamation may show a credit union path to survival.
CU 2.0 Podcast Episode 85 Shane Butcher on Remote Workers, Credit Unions, and Coronavirus Part 2
Mar 23 • 36 min
Enabling credit union workers to securely work from home in the age of coronavirus
CU 2.0 Podcast Episode 84 Kevin Langford on Remote Workers and Cyber Insecurities in the Age of Coronavirus
Mar 19 • 22 min
Remote workers and the cyber risks at credit unions, a talk with CIO Kevin Langford on how to stay safe.
CU 2.0 Podcast Episode 83 Ron Shevlin, Again, on How to Win in Financial Services
Mar 17 • 41 min
Can credit unions beat community banks - how to succeed in financial services in 2020, per Ron Shevlin
CU2.0 Podcast Episode 12 Bill Bynum CEO of Hope Credit Union
Mar 10 • 25 min
Hope Credit Union CEO Bill Bynum talks about how to successfully serve poor communities in the Mississippi Delta.
CU 2.0 Podcast Episode 82 Jon Ogden MX on the Future of Banking
Mar 10 • 34 min
Dive into the future of banking in this podcast with an MX executive and, hint, think digital transformation.
CU 2.0 Podcast Episode 81 Keith Leggett and Bank-Credit Union Mergers and Dancing with the Devil
Mar 3 • 35 min
A deep dive into bank - credit union mergers: Good, bad, and ugly.
CU 2.0 Podcast Episode 80 Scott Petry Authentic8 on the Tower of Babel in Many FIs
Feb 26 • 35 min
A deep dive into remote browser isolation - real Web security! - and why the three tribes of FI computer security do not talk the same language, with real impacts on internal security.
CU 2.0 Podcast Episode 79 Up in Smoke with Dan Mayfield LeveragePoint on Cannabis and Credit Unions
Feb 18 • 37 min
Talking about cannabis and credit unions, New Mexico style. An indepth exploration.
CU 2.0 Podcast Episode 78 Paul Stull on Cannabis and Credit Unions, Up in Smoke 3
Feb 12 • 36 min
Toke up - the CU2.0 Podcast is back with another look at cannabis and credit unions, a topic we last looked at a year ago in a two part podcast. Part 1 here, Part 2 here. Welcome to Part 3, 2020 edition of Up in Smoke, credit union style.This is your…
CU2.0 Podcast Episode 77 Shondell Varcianna on the Content You Need to Grow
Feb 6 • 33 min
Post the right blogs and it’s a key to attracting the right new members and new business from existing members - here’s how.
CU2.0 Podcast Episode 76 Matt Johnner BankLabs on Commercial Lending and Your Credit Union
Feb 4 • 37 min
How to fast track a credit union’s entry into construction and ag lending
CU 2.0 Podcast Episode 75 Milind Borkar Illuma Labs
Jan 28 • 36 min
Voice recognition can save credit union call centers amid today’s avalanche of fraud - here’s how.
CU 2.0 Podcast Episode 74 Blesson Abraham of Cambio and 2nd Chances at Financial Services
Jan 21 • 35 min
Cambio brings digital banking to the underserved, with help from credit unions
CU 2.0 Podcast Episode 73 Joseph Cooper Justice for Me
Jan 14 • 23 min
How to close the “justice gap” with loans made by credit unions
CU 2.0 Podcast Episode 72 Seth Brecher Edmit on College Costs and You
Jan 7 • 28 min
Hear how Edmit helps students and families better anticipate college debt - and how credit unions can offer this tool to their members.
CU2.0 Podcast Episode 23 Gabe Krajicek of Kasasa
Jan 2 • 29 min
The Kasasa network of credit unions and community banks is huge - but stealth - and it’s a powerful competitive tool for the institutions that belong
CU 2.0 Podcast Episode 22 Talking Payments and Data Analytics with Trellance’s Lou Grilli
Dec 30, 2019 • 30 min
Data analytics is transforming credit unions - hear how in this podcast.
CU2.0 Podcast Episode 18 Al Pascual on Biometrics
Dec 27, 2019 • 29 min
Passwords are dead, biometrics are the answer - hear why in this podcast.
CU2.0 Podcast Episode 13 Greg Woolf on AI and Your Credit Union
Dec 26, 2019 • 37 min
Coalesce is helping lead the charge to revolutionize credit unions via AI.
CU2.0 Podcast Episode 14 Karan Kashyap Posh Development
Dec 24, 2019 • 31 min
AI is revolutionizing credit unions - here’s one take
CU 2.0 Podcast Episode 71 Gideon Taub Pinkaloo and Modern Giving
Dec 23, 2019 • 33 min
Pinkaloo helps credit union members more efficiently manage and focus charitable giving - a talk with the CEO, Gideon Taub.
CU2.0 Podcast - Episode 2 - Talking with Jennifer Oliver
Dec 20, 2019 • 34 min
Talking with Jen Oliver, CEO of South Bay Credit Union, a small Southern California institution.
CU 2.0 Podcast Episode 70 Tommy Marshall Georgia Fintech Academy
Dec 17, 2019 • 31 min
The Georgia Fintech Academy aims to pull together resources from dozens of public universities to give students the fintech skills that will help them prosper in the 21st century.
CU2.0 Podcast Episode 9 Tanan Miles Ent Credit Union on Control of the Digital UI
Dec 16, 2019 • 28 min
Explore how ENT Credit Union in Colorado has full control of its digital UI - how cool is that in today’s banking?
CU2.0 Podcast Episode 69 Casey Boggs on Reputation Management, Hackers and You
Dec 12, 2019 • 28 min
Credit union reputations can be shattered by just one event if you are unprepared - don’t let that be you.
CU2.0 Podcast - Episode 4 - Talking with Amy Downs
Dec 11, 2019 • 30 min
When tragedy strikes a credit union - the Allegiance Credit Union story.
CU2.0 Podcast - Episode 6 - Trudy Soucoup, Board Member WSECU
Dec 10, 2019 • 27 min
An interview with a credit union board of directors member - much insight into what the job entails and why it matters.
CU 2.0 Podcast Episode 68 John Lanza on The Money Mammals + Kids and Finance
Dec 9, 2019 • 30 min
Bringing financial education to pre-teens
CU 2.0 Podcast Episode 67 Jesse Boyer COO NIH Federal Credit Union on Branch Reinvention
Dec 2, 2019 • 33 min
Talking about the credit union branch of tomorrow - ITMs, biophilic design and many more ideas
CU2.0 Podcast Episode 3 Talking with CU2.0 founder Kirk Drake
Nov 27, 2019 • 17 min
Kirk Drake talks about credit union reinvention for today’s digital world.
CU2.0 Podcast Episode 10 Amy McGraw, Tropical Financial on the Student Loan Crisis
Nov 26, 2019 • 35 min
This credit union offers a tool to help pay off student loan debts
CU 2.0 Podcast Episode 66 Amy McGraw Tropical Financial on Get Beyond Money
Nov 26, 2019 • 26 min
Do you want to talk about money - or would you prefer to talk about sex?Many of us today would choose the sex conversation, mainly because we know we don’t know much about personal finance and we also know we don’t anybody to ask for advice.Enter…
The CU2.0 Podcast: Episode 1 — the Chris Otey Interview
Nov 20, 2019 • 28 min
An interview with CU2.0 executive Chris Otey
CU 2.0 Podcast Episode 65 John Weinkowitz on Credit Unions Buying Banks, Live from Finastra Community Markets
Nov 20, 2019 • 33 min
Why are credit unions buying so many community banks and is it a good, bad, or ugly trend?
CU 2.0 Podcast Episode 64 Carla Bienz Partners 1st CU, Live from Finastra Community Markets
Nov 19, 2019 • 25 min
Musings on how small credit unions can survive and the role of fintechs.
CU 2.0 Podcast Episode 62 Lucy Donaldson of Canvas Credit Union on Digital Banking, Live from Finastra Community Markets
Nov 13, 2019 • 35 min
The how to that will let an agile credit union beat big banks by delivering a better digital experience.
CU 2.0 Podcast Episode 63 Steve Hoke on Data and Mortgages, Live from Finastra Community Markets
Nov 13, 2019 • 34 min
Data analytics just maybe can help credit unions win a much bigger share of the home mortgage market - here’s how.
CU2.0 Podcast - Episode 8 - Scott Budde, Maine Harvest
Nov 10, 2019 • 28 min
Talking about Maine Harvest, an innovative credit union that - finally- won its charter.
CU 2.0 Podcast Episode 61 Allan Brown on the Digital Revolution in Banking, Live from Finastra Community Markets
Nov 5, 2019 • 38 min
Here’s how to win in the digital revolution now transforming credit unions
CU 2.0 Podcast Episode 60 Mike Hatch on Core Systems, Live from Finastra Community Markets
Oct 30, 2019 • 29 min
Too many core systems are holding credit unions back nowadays - here’s why and also the cure.
CU2.0 Podcast Episode 11 Jay Murray Vizo Financial + Corporate Credit Unions
Oct 24, 2019 • 33 min
Charting the future for corporate credit unions and why this matters to the movement.
CU 2.0 Podcast Episode 59 Daniel Ford CIO at Jovia CU on Cybersecurity
Oct 22, 2019 • 41 min
Jovia CIO Daniel Ford talks candidly about the role of the CIO at today’s credit union - and also about whether in fact a banker can fit into a credit union culture.
CU2.0 Podcast Episode 24 John Pembroke, CUES on the Talent War
Oct 22, 2019 • 24 min
Credit unions are in a battle for talent - here’s how to win
CU2.0 Podcast 15 Cathie Mahon CEO of Inclusiv, the association of community development CUs
Oct 22, 2019 • 40 min
Here’s how credit unions can prosper by doing good for their communities and reaching how to the under- and unbanked
CU 2.0 Podcast Episode 57 Scott Anderson Open Banking, Live from DN Intersect
Oct 15, 2019 • 21 min
Scott Anderson on How Open Banking Is Transforming How and Where We Bank
CU 2.0 Podcast Episode 58 Jeff Bender on Digital First Members, Live from DN Intersect
Oct 15, 2019 • 46 min
Charting the digital path for credit union success stories
CU 2.0 Podcast Episode 56 Ben Morales QCash and the Hunt for Financial Wellness
Oct 7, 2019 • 28 min
The QCash Way to Guide Struggling Consumers to Financial Wellness, good for consumers, good for credit unions.
CU 2.0 Podcast Episode 53 West Community Credit Union Meets a Fintech and Magic Happens
Sep 25, 2019 • 28 min
How does a credit union get heard in the marketing wars with Bank of America, Chase, and the other money center bruisers?Face an ugly reality: You can’t win. No way, no how.Unless you change the rules of engagement.That’s what West Community Credit…
CU 2.0 Podcast Episode 52 David Deckelmann LiveSurvey
Sep 18, 2019 • 22 min
Find out what your members are thinking about you just by asking - crucial business intel for growth.
CU 2.0 Podcast Episode 51 Marc Schaefer Truliant
Sep 11, 2019 • 44 min
Marc Schaefer on multiple SEGs, why income tax is an existential threat to CUs, and how to develop the new generation of credit union leaders.
CU 2.0 Podcast Episode 50 Tellerex on ATMs and Your Credit Union
Sep 4, 2019 • 36 min
Tellerex execs on all you need to know about ATMs and your credit unions
CU2.0 Podcast Episode 54 Douglas Hartung on Libra, Live From DN Intersect
Sep 4, 2019 • 42 min
Does Facebook’s Libra have a life - hear why this currency play matters and why you ignore it at your peril.
CU 2.0 Podcast Episode 55 Richard Crone on Libra, Live from DN Intersect
Sep 4, 2019 • 30 min
Payments expert Richard Crone tells why Libra demands the attention of credit unions, now.
CU 2.0 Podcast Episode 49 Alain Glanzman WalletFi
Aug 27, 2019 • 34 min
Alain Glanzman of WalletFi tells how credit unions can give members control over their monthly recurring payments.
CU 2.0 Podcast Episode 48 Susan Mitchell on the Credit Union Underground
Aug 21, 2019 • 41 min
Susan Mitchell on the Credit Union Underground and Finding the Path to Survival by Doing More Good
CU 2.0 Podcast Episode 47 Randy Karnes CU*Answers for Small Credit Unions
Aug 14, 2019 • 34 min
Randy Karnes Tells the Small Credit Union Guide to Succeeding in Turbulent Times
CU2.0 Podcast Episode 46 Kirk Kordeleski on Doubling Your Size and More Good News
Aug 7, 2019 • 43 min
Kirk Kordeleski Tells How to Double a Credit Union’s Size Every Five Years - and How to Thrive in Turbulent Times
CU2.0 Podcast Episode 45 Gary Oakland BECU
Jul 31, 2019 • 40 min
Call this the credit union oral history sequence - Blaine, Bucky Sebastian, now Gary Oakland who took over BECU, with around $700 million in assets, in the mid 1980s and when he left in 2012 it had become a $10 billion+ credit union, one of the nation’s…
CU2.0 Podcast Episode 44 Wendell “Bucky” Sebastian - a Credit Union Life
Jul 22, 2019 • 52 min
A state regulator in Illinois. General counsel at NCUA. A co-founder of Callahan Associates. Longtime CEO at GTE Financial. Head of the National Credit Union Foundation. Guess who.Meet Wendell Sebastian, call him Bucky.His has been an extraordinary…
CU2.0 Podcast Episode 43 Caroline Willard Cornerstone League
Jul 16, 2019 • 31 min
Cornerstone’s Caroline Willard on Credit Union Existential Questions, from Cannabis to Taxation
CU2.0 Podcast Episode 42 Walt Laskos, CCUA, on Credit Unions Fighting Elder Fraud
Jul 9, 2019 • 26 min
How credit unions are combating elder fraud - the CCUA case study
CU2.0 Podcast Episode 41 Sherri Davidoff on Cyber Insecurities and You
Jun 27, 2019 • 28 min
How credit unions can defend against the epidemic phishing attacks targeting front line employees: Self defense starts with knowledge
CU2.0 Podcast - Episode 7 - Vasilios Roussos, DCU Fintech Innovation Center
Jun 20, 2019 • 30 min
Inside the DUC Fintech Innovation Lab in Boston: How a credit union nurtures new technology
CU2.0 Podcast Episode 40 the Jim Blaine Marathon
Jun 20, 2019 • 57 min
Credit union legend Jim Blaine tells how to keep credit unions relevant - and how many are going astray.
CU2.0 Podcast Episode 39 Futurist Chris Skinner
Jun 12, 2019 • 31 min
Futurist Chris Skinner tells the how to of making a credit union truly digital to compete in the 21st century.
CU2.0 Podcast Episode 38 Futurist Thomas Frey on Credit Unions Tomorrow
Jun 4, 2019 • 29 min
Futurist Thomas Frey talks about the future of banks and credit unions - and a lot more stuff in this provocative, lively podcast.
CU2.0 Podcast Episode 37 Cliff Rosenthal on CDFIs
May 29, 2019 • 38 min
Exploring Community Development Financial Institutions and the Future of Credit Unions with Cliff Rosenthal
CU2.0 Podcast Episode 36 Millennials Talk Credit Unions
May 22, 2019 • 50 min
Millennials tell what they want from financial institutions, how credit unions fail, and what credit unions can do to win their membership
CU2.0 Podcast Episode 17 Victor Corro on Hispanics and Credit Unions
May 20, 2019 • 28 min
Hispanics and US credit unions: a case of mutual need.
CU2.0 Podcast Episode 35 Gen Z Talks Up About Credit Unions
May 15, 2019 • 38 min
Gen Z tells the good, the bad and the ugly about credit unions.
CU2.0 Podcast Episode 34 Ben Premo TrueFees on Fee Transparency
Apr 24, 2019 • 27 min
TrueFees helps consumers find the lowest fees - and that just may steer plenty of new members to credit unions.
CU2.0 Podcast Episode 33 Erin Coleman Filene on Thinking Big and Better
Apr 24, 2019 • 35 min
How to think strategically, credit union style.
CU2.0 Podcast Episode 32 Mike Edwards WOCCU on International Trends
Apr 24, 2019 • 28 min
Talking about international credit union trends and how they impact US institutions
CU2.0 Podcast Episode 20 Up in Smoke, Credit Unions and Cannabis, Part 2
Apr 24, 2019 • 46 min
The promise and dangers of cannabis banking - the credit union viewpoint.
CU2.0 Podcast Episode 31 Mike Reuter Worldwide Foundation for Credit Unions
Apr 9, 2019 • 23 min
Credit unions helping each other around the world: information sharing, technology pooling, and charitable giving.
CU2.0 Podcast Episode 30 Brett King on Banking Tomorrow
Mar 29, 2019 • 24 min
Futurist Brett King paints a dystopian picture of banking tomorrow where digital rules and fintechs are rising.
CU2.0 Podcast Episode 28 Patrick Conway PCUA on Lobbying and Much More
Mar 27, 2019 • 33 min
Patrick Conway on credit union leagues and lobbying today.
CU2.0 Podcast Episode 29 Teresa Freeborn on Open Your Eyes to a Credit Union
Mar 27, 2019 • 34 min
Teresa Freeborn on the $100 million CUNA credit union awareness campaign
Hakan Nordfjell Gemalto on New Account Fraud
Mar 20, 2019 • 28 min
Call this podcast The New Account Opening Wars - How to win against today’s cybercriminals.
Carl Memnon, COO Grain Technology on an End to Overdraft Fees
Mar 20, 2019 • 31 min
Talking with Grain Technology about a new tool for helping consumers avoid overdraft fees and build their credit history.
Ron Shevlin on Is the Party Over
Mar 14, 2019 • 24 min
What’s trending in credit unions: Shevlin knows and he tells in this podcast.
Up in Smoke, Credit Unions and Cannabis, Part 1
Mar 14, 2019 • 47 min
What credit unions need to know about cannabis banking.
Joe Bergeron on Credit Union Leagues
Mar 14, 2019 • 33 min
How the Vermont credit union league stays relevant in the 21st century