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PODCAST

The CU2.0 Podcast

Robert McGarvey

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?

business non-profit

All Episodes

41:28

CU 2.0 Podcast Episode 394 CORA Loyalty's Beth McCoy...

The CU2.0 Podcast ·

2026/03/04

Send a text Are you still relying on product based rewards for members? Meet the new tool on the block: relationship building. A trigger is that interchange rates are under attack and, for many financial institutions, it’s been interchange that funded the rewards programs. So what’s the new approach? On the show is Beth McCoy, CEO of CORA Loyalty, who provides a roadmap for building member relationships that benefit both the member and the institution. CORA Loyalty explains wha...

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44:32

CU 2.0 Podcast Episode 393 DeepTarget's Preetha...

The CU2.0 Podcast ·

2026/02/26

Send a text Fact: credit unions have lots of data about their members. Everything from home address to their liquidity. Fact: credit unions, most of them, are woefully inept at mining this data to better serve those members and also to boost member retention and up cashflow into the credit union. Enter DeepTarget, a Huntsville AL based fintech that serves 285 clients, 85% of which are credit unions and they range in size from around $25 million in assets to several billion dollars ...

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25:27

CU2.0 Podcast Prizeout's David Metz and United...

The CU2.0 Podcast ·

2026/02/25

Send a text Just when I thought credit card rewards initiatives were on the chopping block, here comes David Metz and Priizeout with an innovative twist on credit card rewards and it’s one that already is winning credit union applause. Proof is that also on the show is Sarah Vasey, Chief Operating Officer at Michigan-based United Financial Credit Union, an institution with around $350 million in assets. Sarah herself is a credit card rewards beneficiary and she tells what she re...

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39:35

CU 2.0 Podcast Episode 392 Lamont Black on the Credit...

The CU2.0 Podcast ·

2026/02/18

Send a text Do credit unions have a future? And if so what? Meet Lamont Black, a Filene Fellow - Credit Union of the Future. Spoiler alert: Black is optimistic about the future of credit unions. A finance professor at DePaul University, Black also is a busy writer, speaker, consultant who focuses on innovative technologies including AI and Bitcoin and, nowadays, especially Stablecoin. In the show Black is articulate in explaining why AI matters to credit unions and he also offer...

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55:17

CU 2.0 Podcast Episode 391 White Clay's Mac Thompson...

The CU2.0 Podcast ·

2026/02/11

Send a text Only about one third of your members feel understood by you - that’s the harsh fact that emerges from a member experience survey conducted by the Harris Poll and sponsored by White Clay, a fintech that says it helps banks and credit unions enhance customer relationships and profitability. On the show today is Mac Thompson, CEO and founder of White Clay, to tell why members feel misunderstood and also to explain why he says credit unions should get busy implementing human-centere...

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39:13

CU 2.0 Podcast Episode 390 Glia's Andrea Argueta on...

The CU2.0 Podcast ·

2026/02/04

Send us a text Today Andrea Argueta is director of financial institution advisory at Glia, a company that focuses on providing credit unions and banks digital customer service tools and nowadays that means AI. So this show’s focus is on the practical suite of tools Glia has working in some 400 credit unions, making Glia very probably the largest provider of AI tools to credit unions. Importantly, too, Argueta knows credit unions. That’s because before coming to Glia she served as COO ...

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42:17

CU 2.0 Podcast Episode 389 Alloy's Sara Seguin on the...

The CU2.0 Podcast ·

2026/01/28

Send us a text Fraud is up, a lot, at credit unions, according to the Alloy 2026 State of Fraud Report, says Sara Seguin, a principal adviser at Alloy. Sara is a past CU 2.0 Podcast guest - link to that show is in the show notes. She’s on the show now to report that credit unions say they have experienced a 72% increase in fraud events, more than any other segment. Worse, a lot of fraud now involves synthetic identities - i.e., manufactured people - and a long con that may ta...

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52:08

CU 2.0 Podcast Episode 388 One Nevada's Steve...

The CU2.0 Podcast ·

2026/01/21

Send us a text What a ride Steve O’Donnell has had at One Nevada Credit Union, a $1.5 billion institution where he started as a teller some 22 years ago and in August 2025 he was promoted to CEO. This podcast is about his journey getting into the top job - and also what he sees as some of the challenges and opportunities that lie ahead for him and One Nevada. A name you will hear often in this show is “Paul,” that’s Paul Parrish, the prior CEO at One Nevada and a current member of the ins...

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39:21

CU 2.0 Podcast Episode 387 Safe Harbor's Terry Mendez...

The CU2.0 Podcast ·

2026/01/14

Send us a text Safe Harbor, the Golden CO based cannabis banking pioneer, is alive and growing and that’s the message of today’s guest Terry Mendez, the recently installed CEO. Mendez took over the seat that had been occupied by Sundie Seefried, onetime ceo of Partner Colorado Credit Union who left that post to helm Safe Harbor. Sundie, by the way, was the guest in CU 2.0 Podcast #139 which posted 4+ years ago, link in the show notes. A lot had happened in those intervening ye...

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46:41

CU 2.0 Podcast Episode 386 Sogolytics' Melissa Krut...

The CU2.0 Podcast ·

2026/01/07

Send us a text The Credit Union Generation Barrier. On the show today is Melissa Krut, VP of Success at Sogolytics, a Herndon Virginia based firm that focuses on data driven analytics that answer questions such as how satisfied are a credit union’s employees, how satisfied are members, and more. Krut is here to discuss Sogolytics data driven approach and also to elaborate on a recent Sogolytics report that documents the disconnect between younger Millennials and Gen Z and credit unions. ...

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43:26

CU 2.0 Podcast Episode 385 Inside the Mind of Ascend...

The CU2.0 Podcast ·

2025/12/29

Send us a text Rik Reitmaier is CIO at Tennessee based Ascend Federal Credit Union, with $4.4 billion in assets and 245,000. That puts Ascend in the nation’s top 100 credit unions. And Reitmaier is on the show to talk about the wide range of issues, worries and concerns that are on his mind. AI of course is high on that list and Reitmaier explains both Ascend’s position on AI today and why he thinks it’s the right course. Hint: many Ascend employees are already using Copilot. Th...

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40:05

CU 2.0 Podcast Episode 384 Starlight Is Now a CUSO...

The CU2.0 Podcast ·

2025/12/22

Send us a text I fancy myself something of a minor expert on Medicare and often have advised friends who are approaching 65 about their best options. Until a man I know approached me and asked for my advice. He added he was dually qualified for Medicare and Medicaid and he thought he probably qualified for food benefits, too. Huh? I had no idea what he was talking about and had to admit to him I was useless in this case. Today I advised him to find a credit union he coul...

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47:11

CU 2.0 Podcast Episode 383 MBFS's Mark Ritter on...

The CU2.0 Podcast ·

2025/12/17

Send us a text Mark Ritter, CEO of Member Business Financial Services, a Pennsylvania based CUSO, estimates that about 800 US credit unions do member business lending, meaning that perhaps 3700 don’t. Many, many more could. That is spelled out in HR 1151, the law that lets credit unions serve more than one employer group. Passage of that law is detailed in CU 2.0 Podcast Episode 51 with Marc Schaefer, then the CEO of Truliant CU. If credit unions can make small business loans,...

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48:15

CU 2.0 Podcast Episode 382 Cotribute and CPM Federal...

The CU2.0 Podcast ·

2025/12/10

Send us a text It’s typically the first in depth contact a non member has with a credit union and that non member, increasingly, is seeking to open a new account online. Good luck with that. The brutal fact is that digital account opening tools at most credit unions are inadequate - and an upshot is a stampede of would-be members who simply abandon the process. That’s why today’s show features Philip Paul, CEO of Cotribute, a developer of digital member onboarding tools, and Kathy Richa...

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44:43

CU 2.0 Podcast Episode 381 West Community Credit...

The CU2.0 Podcast ·

2025/12/03

Send us a text The conversation with West Community Credit Union’s Josh Rodriguez started in Ashland OR at the CU 2.0/ Room (39) a event in late September and in this podcast it picks up again. Fodder for the show came in the form of a questionnaire distributed to event attendees and Josh had dutifully filled his in. He agreed to discuss his answers on this show and we take as the jumping off point West Community Credit Union’s podcast “Banking on You.” It’s a good show and ough...

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33:25

CU 2.0 Podcast Episode 380 Cardinal Credit Union's...

The CU2.0 Podcast ·

2025/11/24

Send us a text Fact: youth banking is the entry ramp into a credit union. Fact 2: Credit unions, most of them, will admit that youth banking is not exactly their strongest suit. Enter Cardinal Credit Union, a Mentor OH based institution with assets around $335 million, where CEO Chistine Blake saysthey are winning big in attracting youth to get credit union accounts by doing a lot of innovative thinking and mixing in fun activities. Blake, by the way, is a past podcast guest. In ...

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44:34

CU 2.0 Podcast Episode 379 DCUC's Jason Stverak on...

The CU2.0 Podcast ·

2025/11/19

Send us a text Go back to when I started to report on credit unions and there were over 8000 credit unions. Now there are 4370. In 2020 there were 5099 credit unions. Just in five years the count is down by 700+. The math going forward is gloomy. That’s why I smiled when I saw Jason Stverak’s CU Insight piece on Why small credit unions matter and how we can help them thrive. Jason is chief advocacy officer at DCUC, the Defense Credit Union Council and is a pas...

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46:18

CU 2.0 Podcast Episode 378 AI vs Big Data: The Anne...

The CU2.0 Podcast ·

2025/11/12

Send us a text Big data vs. AI. Is this a war inside the walls of credit unions or can the two flourish in harmony? On the show are Anne Legg, founder and CEO of Thrive 3.0, where the mantra is leveraging data to better members’ lives, and Saroop Bharwani, co-founder and CEO of Senso, where he has been bringing AI to credit unions for several years. What you’ll hear in this episode is that indeed big data and AI can - should - co-exist for optimal results in credit unions. Along the w...

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38:34

CU 2.0 Podcast Episode 377 Laura Beauparlant on...

The CU2.0 Podcast ·

2025/11/05

Send us a text You have a brand. Know it or not, like it or not, you do. And on the show today is Laura Beauparlant, a Canada based keynote speaker and consultant who helps clients know and polish their personal brand. What’s your brand on social media? In meetings? At conferences? Others sense your brand and that means it’s important for you to buff your brand until it shows you off in your best light. In the show Laura talks about the how to of shaping your personal brand. And...

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38:07

CU 2.0 Podcast Episode 376 JUDI.AI's Gord Baizley on...

The CU2.0 Podcast ·

2025/10/29

Send us a text About 45 credit unions are customers of JUDI.AI and they are drawn by the company’s simple promise: Eliminate friction in business lending. There is money to be made serving small businesses and JUDI.AI has the formula, says Gord Baizley, the company’s CEO. A key is automating a lot of the process and that’s JUDI.AI’s business. Here’s why the company exists: “Small businesses are the backbone of our economy, but 40-50% of small businesses rank access to capital as ...

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493 results

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