December 2025 Market Update: Reflecting on a Strong Year and Preparing for 2026
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in November 2025.
How Credit Unions Win with Heart and Humanity in a Digital World
In this episode of C.U. on the Show, host Doug English sits down with Lee Silber—author of The Credit Union Way—to explore why stories of compassion, connection, and community remain at the heart of the credit union movement. From tellers who create policies on the fly to help members in need, to branch managers who step in during times of crisis, Silber makes the case that smaller, more personal institutions have a unique advantage.
How Credit Unions Can Turn the 2025 CUES Compensation Survey Into a Strategic Advantage
How should a credit union apply insights from the 2025 CUES Executive Compensation Survey? In this episode of C.U. On The Show, host Doug English, CFP®, speaks with Sharon Messmore of CUES about how credit unions can interpret survey data, identify trends, and use the findings to support fair, transparent, and strategically aligned compensation structures.
November 2025 Market Update: October Gains and Year-End Planning
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in October 2025.
How Stablecoins Help Credit Unions Cut Cross-Border Costs and Boost Member Trust
In this C.U. On The Show episode, host Doug English sits down with payments futurist Becky Reed of BankSocial and Cooper Thompson, VP of Innovation for Embedded Finance & Digital Assets at Fiserv. They explain—in plain English—what stablecoins are, how wallet-based payments work, and how blockchain transparency could enhance fraud-prevention efforts in financial services.
How to Align CEO Compensation with Strategy—and Strengthen Credit Union Governance
In this episode of C.U. on the Show, host Doug English sits down with Peter Myers to unpack a practical framework for CEO oversight that ties compensation, evaluation, and strategy into one coherent system. If you’re a CEO, board chair, or emerging executive, you’ll walk away with steps to reduce friction, improve accountability (in the positive, rewarding sense), and keep your credit union’s strategy front and center.
How Succession Planning Builds Stronger Credit Union Boards and Executives
https://youtu.be/Psb04kXKL8I If you’re still treating succession as a one-time, “who replaces whom” activity, you’re already behind. Deedee explains why the strongest credit unions have moved from replacement planning to strategic succession, organization-wide discipline tied to vision, market realities, and long-term execution. You’ll hear how boards can elevate their role, how CEOs can cultivate CEO-ready talent […]
October 2025 Market Update: Municipal Bonds Catch Up and Portfolios Stay Strong
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in September 2025.
How Credit Unions Can Harness AI to Improve Member Experience and Stay Relevant
AI in Credit Unions: Where Innovation Meets Member Service https://youtu.be/EfLNMQlfkeI When Curiosity Meets Opportunity Steve O’Donnell didn’t come to his first Credit Union 2.0 meeting with a grand AI strategy. He came with curiosity. The agenda had “AI” on it, and he knew it mattered. That’s where he met Saroop Bharwani, co-founder of Senso AI. […]
How AI Is Transforming the Credit Union Member Experience
Lessons from TruStage Ventures and Clutch on turning innovation into competitive advantage https://youtu.be/GxqtARAz55o Artificial intelligence is no longer a “someday” tool—it’s here, reshaping how credit unions serve members. This episode dives deep into how TruStage Ventures’ portfolio companies, including Clutch, are using AI to: Streamline lending and deposit processes Personalize member experiences Help credit unions […]