The CU2.0 Podcast

Send us a text Welcome to the cU 2.0 Podcast Greatest Hits #25. This show dates back to August 2021 and it aired as episode 162. The guest: Peter Rice, now CEO of Hanscom Federal Credit Union, and then he was Chief Banking Officer at Workers Credit Union. He came on the show to talk about a new, dazzling branch concept. You’ll hear how Rice’s mind works in the show. And a few d

Send us a text I’d expected this to be an AI free show but, let’s face it, that just isn’t likely in 2025 but the good news is that in the show Pete Major, vice president of fintech services at CUSO MDT, offers concrete AI use cases at work in MDT and he also, importantly, offers cautions about security and the leading AI tools. In a rush to stay abreast of the fast moving AI

Send us a text Quick now, what is NACUSO? Of course that’s the National Association of Credit Union Service Organizations - and CUSOs just may be the credit union secret power. On the show today is Seth Brickman, former CEO of QCash and now president of Ranqx, a powerful tool that can gather the necessary financial info from a wouldbe borrower, analyze and issue a verdict on a bu

Send us a text Hopeful. Determined. In a conversation with Renee Sattiewhite, the CEO of the African American Credit Union Coalition, she came across as both hopeful and determined. And she believes there still is work to be done and she definitely is not giving up. Definitely she knows the landscape in today’s Washington DC is dramatically different but she does not see that as

Send us a text On today’s show, Mac Thompson, ceo and founder of White Clay - a company focused on helping financial institution use data to build better, more profitable member and customer relationships, and he comes bearing a bitter pill for CU execs to swallow. According to a recent Harris Poll sponsored by White Clay, “Roughly two-thirds of FI users (68%) do not feel truly

Send us a text What’s next for WOCCU? Is there a next? The trigger for the question is a notification from the U.S. State Department that paused all funding for USAID programs for 90 days. There’s no promise that funding would resume after 90 days. Caught in this are three major WOCCU projects - in Ukraine, Ecuador and Peru, and sub-Saharan Africa. That background is why we kne

Send us a text About 4.7 million homes sold in the US in 2024. Does that sound like a dead market? On the show today is James White of Total Expert which provides tools to help credit unions more efficiently close mortgages. What Total Expert offers is a powerful CRM for loan officers that automates much of the process. Also on the show is Zakary Short, vice president of mortgage p

Send us a text This is the weather report from GAC, last week’s credit union confab in Washington DC. On the show to report on key developments is Sarah Snell Cooke, former editor in chief and publisher of Credit Union Times and now a consultant to credit unions' business partners. The big question at GAC was: is this really the end of the credit union federal tax exemption? Also

Send us a text Can a $350 million credit union play in the big leagues? Don’t tell Christine Blake, CEO of $350 million Cardinal Credit Union in Ohio, that she can’t. Because she is. A few years ago Cardinal signed on as the official credit union of the Cleveland Browns, one of the historic football teams dating back to 1946. Yes, the Browns have had a few rough years recently

Send us a text Cliff Rosenthal literally wrote the book on CDFIs, community development financial institutions. Hear his story in this podcast that dates back to 2019, episode 37 in the vaults. Rosenthal was on the show last year - episode 311 - talking about a new book he co-authored with Michael McCray entitled Community Capital. It’s part Rosenthal autobiography, part the sgto