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 […]
September 2025 Market Update: Stocks, Bonds, and Preparing for Insurance Gaps
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in August 2025.
How Credit Union 1 Turns AI Ambition into Member-First Action
A conversation with Todd Gunderson (CEO, Credit Union 1) and Nicole Haverly (nCino) on scaling service, speed, and trust. AI hype is everywhere, but practical examples in the credit-union space are harder to find. Todd and Nicole break down exactly where automation is driving growth today—from 24/7 lending decisions to data-driven financial wellness—and how midsize and large credit unions can follow the same roadmap without losing their relationship DNA.
Doug English Provides August 2025 Market and Portfolio Update
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in July 2025.
How to Lead Through Uncertainty: Four Tools Credit Union Leaders Can Use Today
Navigating VUCA: What Leaders Need Now 2025 has brought economic slowdowns, regulatory flux, and heightened societal polarization—factors creating immense challenges for credit union leaders. But as Heather McKissick explains, credit unions are uniquely positioned to thrive in this environment thanks to their longstanding commitment to both operational excellence and mission-driven service. Still, even the most […]
How Credit Unions Can Harness AI to Drive Value, Efficiency, and Transformation
From Proof of Value to Game-Changer: An Inside Look at AI in Credit Unions “AI is not coming. It’s here,” says Kirk Drake. And credit unions, with their rich troves of structured data, are in a prime position to benefit. Yet many are still in wait-and-see mode. This episode aims to change that. Drake and […]
How Nymbus and Vantage West Partnered to Develop A New Digital Brand
Why Hustl? Identifying an Overlooked Market Vantage West recognized that the traditional banking model wasn’t fully serving the needs of freelancers—entrepreneurs and self-employed individuals who rely on technology and seek adaptable, cost-effective solutions for managing their finances. With the gig economy on the rise, freelancers increasingly find themselves between a retail banking model that doesn’t […]