Podcast appearances and mentions of kirk drake

Learn how Gary Jeter of TruStone Financial and Kirk Drake of Credit Union 2.0 are using AI to revolutionize internal operations, reimagine member service, and build agile, future-ready credit unions. If you're unsure how to begin with AI or want to make your early efforts impactful, this episode will light the path forward.Check out the ACT Advisors Blog for a written summary of this episode!Want to learn more about Doug English and ACT Advisors? Visit Home - ACT Advisors®Email doug@act-advisors.com if you have an idea for a future guest or topic.

Send us a Text Message.Four years ago Kirk Drake wrote a book that explored how artificial intelligence - AI - would transform financial services.  Now he's released a free addendum that tells what he got right in the book, what he got wrong, how he is using AI tools to effect big gains in his personal productivity and where he sees AI making big differences in credit union operations.It's meaty stuff and also keenly practical.That's why he is on the show today with Chris Otey, co-founder of CU 2.0 and CRO.  Put the two of them in the same show and you are guaranteed a good, candid and fun discussion.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

In the latest episode of Bridging the Gap, Matt Reiner is joined by guest Kirk Drake, an entrepreneur with significant experience in the banking sector, particularly with credit unions. Matt and Kirk jump right in and start the conversation about AI's impact on the financial industry and shares insights into the journey of integrating innovative technologies into traditional financial institutions. Kirk opens up about his entrepreneurial ventures from a young age, eventually finding his niche in banking, where he leverages technology. Matt and Kirk highlight how AI's transformative potential, with Kirk providing concrete examples of AI applications that have already improved his wine business's marketing efforts, leading to increased sales. He also projects the impact AI might have on the future of banking, envisioning autonomous banking systems and personalized financial management tools powered by machine learning algorithms. The conversation also navigates the resistance towards change in the banking industry, probing the motivations for incorporating AI into current business models. Kirk talks about how AI will gradually create a competitive landscape where early adopters gain an edge. Matt and Kirk both delve into the evolution of their roles in the industry, emphasizing the importance of navigating tech advancements to remain relevant. As the talk concludes, they explore the challenges of managing personal and business finances, touching on the frustrating manual processes that could be streamlined by AI tools. This episode is rich with insights! More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

That whistle you hear - the AI train is leaving the station and forward thinking credit unions are hopping aboard.Here's the reality: the big banks are all in with AI. So are the big fintechs.  Where does that leave you?Behind is where you are likely to be unless you begin to grapple with AI and its potential to transform financial services and your institution.The analogy is to the Web.  Forward thinking financial institutions hopped into it in the mid 1990s. Laggards hung back, often into the 21st century.A big difference now is everything moves faster.  AI needs your focus now. Immediately. Today.The good news is that CU 2.0 is holding a two day AI intensive workshop on October 26 and 27 in Ashland OR.  There's a link in the show notes.  Attendance will be extremely limited. There will be plenty of opportunity for getting questions answered.  In this podcast there's a preview of what attendees will learn, as told by Kirk Drake, the CU 2.0 founder and author of an AI Book, and also Saroop Bahrwani, founder of Senso.ai and an expert on AI and how credit unions can put it to good use.  Both will be among the main presenters at  the Ashville event.Like what you hear here? Sign up for more by attending the event.  A year from now you don't want to be saying, I should have gone.Just go.

Kirk Drake is the founder of Resistance Wine Company which focuses on small, sustainably-farmed vineyards and small batch, minimally invasive wines personally tended throughout the vinification process. What makes them unique, is they resist industrial-scale winemaking so they can keep the taste and quality. Kirk is not a first-time entrepreneur, he also runs Ongoing Operations, which helps credit unions stay protected using the cloud. As CEO, Kirk has raised an impressive $15+ million in capital. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Kirk Drake: Websites: https://cu-2.com/ https://ongoingoperations.com/about/our-team/kirk-drake/ https://www.resistancewineco.com/ Twitter: https://twitter.com/KirkDrakeIII LinkedIn: https://www.linkedin.com/in/kirkdrakeiii/

CU 2.0 Quo Vadis? Where are you going? It's about seven years since Kirk Drake founded CU 2.0 which was rooted in the realization that getting smarter about tech was a necessary step in the survival of the credit union industry. So Drake built a company that helps fintechs figure out how to effectively work with credit unions and helps credit unions figure out how to work with fintechs. A lot of productive good – for credit unions and fintechs alike – has come out of CU 2.0 in its first seven years. What do the years ahead look like? In this show Drake talks about how he is designing the future of CU 2.0. He also talks about how his work with CUSO Painted Hills and also Quilo fit into his CU 2.0 efforts. By any measure Drake is one of the credit union world's most energetic innovators. He's also a realist.  For credit unions the reality is that now is time to innovate – that means new, better tech – or perish.  He is putting his energy into helping credit unions find the path to prosperity. It's a good show. Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com And like this podcast on whatever service you use to stream it. That matters. Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Welcome to Part 2 of the CU 2.0 dialogue on the NCUA's proposed rule changes pertaining to loan participation and related topics.The part 1 podcast featured Kirk Drake, wearing his Quilo hat, and Boris, a Quilo co-founder. There's a link to that show in the notes.  Here's a link to NCUA's lengthy proposed rule changes. That same link includes a box for submitting comments. As you will hear in this new show - round 2 - both Kirk Drake and Brian Lauer, a Pennsylvania lawyer who also is attorney for NACUSO, the trade association for many CUSOs.Lauer has prepared draft comments on the rule - there's a link in the show notes. Use this as a starter for your own comments and get them in by February 28.These rules - to repeat - are intended to bring about substantial changes in the credit union world's loan participations. Very possibly big winners will be small and medium sized credit unions. Fintechs, too, may come out way ahead.Are there things to worry about in the proposal? Aren't there always? But to get the full skinny Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

The big news out of the National Credit Union Administration (NCUA) is that the agency has proposed significant changes to its regulation regarding loan participation - and all the details are available to be read in the Federal Register. There's a link in the show notes and that same link takes you to where NCUA offers guidelines for submitting comments on the proposal.Understand, the language of the proposal is murky - it's written in inside the Beltway lawyerese.  That's why we asked Kirk Drake, founder of CU2.0 and also chief revenue officer at Quilo, an innovative loan syndication platform, to tell what the NCUA is trying to do here.Joining him is Quilo co-founder Boris Fuzayloff, a veteran payments pioneer.The bottomline: the NCUA seems to be trying to update its regs to reflect today's digital payments world, a place where it suddenly has become easy to put loans out for syndication. What used to take a dozen phone calls now takes a few mouse clicks and this is all very good news for credit unions.,Just maybe particularly for smaller ones that want to spread risk on a big loan to a member or maybe the institution wants to take small pieces of a big loan that another credit union has up for participation in order to diversify its revenue stream.Keep that in mind: the chief beneficiaries of the NCUA revisions just may be small credit unions.For another perspective on the NCUA and the participation revisions listen to this podcast with Henry Meier, onetime general counsel of the New York Credit Union Association.  Hear more on Quilo in this podcast from earlier this year with Quilo co-founder Don Shafer.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com

CU 2.0's Kirk Drake and MBFS's Mark Ritter figure out what is wrong in today's world and how they can fix it asap! This is round robin and unscripted so you don't know what will go on in today's episode. IN THIS EPISODE:[01:30] Kirk's origin story and what he's up to today. [06:00] Kirk and Mark discuss CEO transitions. [13:00] Increasing members and deposits. [22:00] Kirk's west coast perspective on the Marijuana banking industry.  KEY TAKEAWAYS: Successful CEO transitions happen when companies have a slow transition involving working together before changing over completely. Building a strong team culture and dynamic is key in successfully moving a company forward. Credit Unions may need to change in order to better serve their members and adjust and grow with them as needs and trends change. RESOURCE LINKSMark Ritter WebsiteBIO:   Kirk Drake is a lifelong entrepreneur, author, and founder of CU 2.0. His entrepreneurship focuses on connecting the innovation of fintechs with the mission of credit unions. He has built 8 successful businesses, including CU Wallet, the CUSO Ongoing Operations, CU 2.0, and now Painted Hills.

Kirk Drake is the founder of Resistance Wine Company which focuses on small, sustainably-farmed vineyards and small batch, minimally invasive wines personally tended throughout the vinification process. What makes them unique, is they resist industrial-scale winemaking so they can keep the taste and quality. Kirk is not a first-time entrepreneur, he also runs Ongoing Operations, which helps credit unions stay protected using the cloud. As CEO, Kirk has raised an impressive $15+ million in capital. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Kirk Drake: Websites: https://cu-2.com/ https://ongoingoperations.com/about/our-team/kirk-drake/ https://www.resistancewineco.com/ Twitter: https://twitter.com/KirkDrakeIII LinkedIn: https://www.linkedin.com/in/kirkdrakeiii/

 Steve Bone, a longtime fintech executive, has been given the big chair at Ongoing Operations - aka OGO - and now he is running the CUSO's efforts in providing credit unions with Business Continuity Planning (BCP), Disaster Recovery, Information Security and more.Bone is just a few weeks in the job - taking over from Kirk Drake (hear his recent podcast here) -- and he is full of optimistic ideas, from leading a shift to the cloud to helping small credit unions, even $100 million institutions and smaller, get world class information security services. That last is important as cyber criminals - including many abroad working in tandem with their governments - increasingly are targeting smaller FIs because most have porous security and, as Willie Sutton said, that's where the money is.OGO customers of course want to hear this show but so do just about all credit unions because Bone here outlines a lot of the pressing, critical IT issues credit unions face.  Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.You probably know Drake is also CEO of CU 2.0.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

 Kirk Drake spent 15+ years conceiving, building, and nurturing Ongoing Operations, a CUSO focused on disaster recovery, cloud services, and more. Now he is moving on.He leaves OGO in good hands. The new leader there is Steve Bone, whose podcast focused on his vision for OGO posts Wednesday.In this podcast, Drake reminisces a little about OGO, muses about the growing role of fintechs in the lives of credit unions and gets downright excited about Painted Hills, a CUSO he birthed and, definitely reads about Oregon's Painted Hills.  Three credit unions - Rogue, Maps, and Carter - are already involved.You want to hear about Painted Hills because it is intended to help solve credit union balance sheet problems that, right now, afflict many institutions.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.You probably know Drake is also CEO of CU 2.0.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

In this episode, we sit down with Kirk Drake, CEO, and President of Ongoing Operations. Ongoing Operations' provides complete disaster recovery/ business continuity and cloud solutions.Kirk discusses all things FinTech, understanding market fits and why so many businesses struggle to scaleTalentintheCloud's Website: https://talentinthecloud.io/TalentintheCloud's LinkedIn: https://www.linkedin.com/company/talentinthecloud/Kirk Drake's LinkedIn: https://www.linkedin.com/in/kirkdrakeiii/Ongoing Operation's Website: http://www.ongoingoperations.com/Stacey Japhta's LinkedIn: https://www.linkedin.com/in/staceyjaphta/

 Before the Russian invasion, Ukraine's tech sector was a brilliant, bright spot in that Eastern European nation. By most tallies it brought in revenues around $6 billon in 2021, around 4% of GDP.  Foreign investment has been brisk.  The future definitely had been bright.Is it still?In this podcast the guests are Anatoly, CEO of CXDojo, a Ukraine based firm staffed by software engineers and business consultants, and Maksim, business development manager for CXDojo. Consumer experience is a key focus.  Our talk is about the war, the future, why agile matters as a business philosophy, maybe now more than ever, and why Ukraine is a great place to look for computing talent...and why it will again be once the bombs stop falling.Along the way you will also hear a lengthy discussion of agile as a business philosophy - and how war maybe is a stark reminder of the need to stay agile.To get more of team CXDojo, here is a podcast they did with Kirk Drake, founder and CEO of CU2.0.  It's a fun, informative romp that tells why making wine is a lot like starting a fintech.Listen up: this is a podcast that is unlike any of we have recorded before. Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

In this episode, Doug speaks with Kirk Drake, author of CU 2.0: A Guide for Credit Unions Competing in the Digital Age and founder of Ongoing Operations. They discuss the growing financial technology (fintech) space and how credit unions can partner with these companies to remain competitive in the digital age. Learn more about the requirements to participate, what a typical arrangement looks like, and the long-term benefits of leveraging this type of outside capital and innovation to members and the credit union. Stream the episode now.

Put your brainstorming hat on. You'll want it as you listen to this podcast that serves as a preview of the January 20, 2022 CU 2.0 Brainstorm event that will gather together fintech leaders and credit union executives for a day of lively presentations (topics to be chosen by the attendees) and conversation. Consider this podcast a mini preview of what the Brainstorm event will feel like.Joe Cianciolo talks about how HomePace - a fintech that makes home equity investments that may be tapped by homeowners and buyers without taking on debt.  Chief information officer Kenzie tells about the tech priorities at Patriot Federal Credit Union, a $900 million institution - and he tells what he looks for in the fintechs he works withDrake tells about the urgency of matching up credit unions and the right fintechs and the challenges of making it happen.It's a show that will leave you more informed and also energized.Listen up.Want more info on the Brainstorm event? Click here.  There's a sign up tool at the same site.Want more from Cianciolo? You  got it.  Here's an earlier CU 2.0 podcast with him from June 2021.Want more on the CU 2.0 Mastermind group? Here's a November 2020 podcast on it.  Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

The future of banking just may be voice - but that will probably mean talking with a computer. Already tens of millions of Bank of America customers use its Erica and that number is growing at a brisk rate.It should be no surprise.  Siri, Alexa and Google Assistant are part of many of our lives today. We talk with machines. We like talking with machines.Question: how is a credit union to compete in this sphere.Enter Finn AI, a conversational banking company formed precisely to address these needs for credit unions and community banks.Already Finn AI has a couple credit union customers - BECU is one. And it is looking for more.That's why it has scheduled an October 6 virtual conversational banking summit, a half day devoted to giving credit union and bank execs the information they need to make decisions about AI and conversational banking.Did I mention it is free for credit union execs.Link here.If you can't make the summit, sign up anyway and you'll get a link so you can watch at a time more convenient for you.Speakers include executives from Amazon, BECU, MX, United Federal Credit Union (also a Finn AI customer), and Kirk Drake, the founder of CU 2.0 and author of a book on AI.  In this podcast, with Finn AI CEO and co-founder Jake Tyler, you will hear more about the summit but you also will here about Finn AI's tools, its pricing, and why Tyler is persuaded that conversational AI banking just is not a technology that can be ignored.  It's a candid discussion, tightly focused and to the point.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

On the newest episode of "In the Room w/ Todd Marksberry", this week's guest is Kirk Drake, Founder & CEO of Credit Union 2.0. Kirk opens up about his entrepreneur mindset, getting started in the world of credit unions, his unique approach to having a paper route, and more, including: The Leadership Corner (07:00 – 31:00): Todd and Kirk discuss how Kirk believes that the entrepreneurial mindset is born, not taught, and how it helps him see the world differently. They also talk about the future of credit unions as technology evolves. The Curiosity Credenza (32:00 – 45:00): Todd and Kirk unpack the advantages for credit unions partnering up with “Fintechs.” Kirk shares how credit unions can focus on the things that make them great, so they can remain relevant and continue to compete in today's market.  The Colors of Life (46:00 –52:00): Kirk chats about his wife's dream of owning a winery, and how amazing it has been in their lives. He also shares how their unique ways of thinking have helped them develop a strong business plan. Kirk then gushes about his wife and how she helps keep him accountable!  Advice from the Experts (57:00 – 1:01:00): Kirk and Todd chat about the advice he would tell those who are trying to find their career path: “If you've achieved the things that bring you stability, you can always go back to the path where you started to achieve new goals…life is a journey…enjoy it!”  Enjoy listening to… In the Room w/ Todd Marksberry.

Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

There are more than 5,000 credit unions in the United States according to the NCUA. Most of them are small with very limited budgets and capacity when it comes to technology. But the expectations of their members are changing and most want a smooth tech-enabled experience from their financial services provider no matter their size. […] The post Podcast 302: Kirk Drake of Credit Union 2.0 appeared first on Lend Academy.

 Anil Aggarwal is an entrepreneur who knows a thing or two about providing venues where executives come together and good things happen.  He was co-founder of Money 20/20, an event that redefined how financial services executives and fintech executives could profitably come together.  After that venture was sold, he co-founded Shoptalk, a meeting venue for retail execs and technologists. That was sold off. And now he is creating his next new thing, Fintech Meetup, and you want to know about this June 15-17 virtual event that will link financial services execs with fintech execs in double opt-in meetings that last 15 minutes.Why 15 minutes? Aggarwal says he has found that's the optimal time.  If the two parties find they have more to talk about they can arrange it.  Or they can part with smiles on their faces because it was only 15 minutes.And you did notice these are dual opt in meetings.  Both parties have to accept for the meeting to be scheduled.And it's all virtual in our pandemic era.Understand too that the tools and technologies are battle tested.  That's a big plus.Joining Aggarwal in this podcast is CU 2.0 founder Kirk Drake who has thoughts about why this event is a must for credit unions and free admission is just one of the attractions for credit union execs. There's a link in the show notes to how to claim free admission.  Know this. Your host is a grumpy, cynical veteran of too many financial services events to count, most of which were tedious.  I am a huge fan of the early Money 20/20 events so when I heard the guy behind Money 20/20 was the force behind Fintech Meetup my interest went from tepid to torrid.  And credit union execs get in free.  That is a great deal.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto.

Credit Unions play a crucial role in their communities, and will continue to do so. But what are the keys to growth in a landscape with increasing consumer demands, competition, and fintech-driven innovation? Kirk Drake, President and Founder of Credit Union 2.0, which is dedicated to helping credit unions with branding, marketing, and more joins to explore. Find show notes and more at: https://www.soarpay.com/podcast/

John speaks with Ongoing Operations founder/CEO Kirk Drake about his new book “FinAncIal” and how most credit unions are already using machine learning and AI- they just lack an active strategy for it.

This is not an infomercial for Scienaptic, an AI vendor with a particular focus on lending.  There are two guests on the podcast -  Eric Steinhoff, a Scienaptic executive vice president, and Kevin Willborn, vice president of consumer lending at $3.3 billion Gesa Credit Union.Essentially you will hear that Scienaptic's tools are a way to speed up loan decisioning and also to make the decisions very possibly better.  It's hard not to like better and faster.Willborn also tells what loans he plans to run through Scienaptic - lots of different kinds.This is a tight podcast but in it you will hear how Scienaptic in fact creates better tools for smarter underwriting.  It's a short course in the secret sauce of an AI engine.Steinhoff also tells why he prefers to work with credit unions over community banks.  You will want to hear this.At Gesa, meantime, the determination is to up its lending game and that is why Willborn took a look at new tools for smarter processing.  When he heard the Scienaptic presentation he knew he had found the vendor for Gesa.Right now, Scienaptic has multiple credit union clients but it is looking for more.Find out more about AI in CU 2.0 Podcast Episode 138, a lively talk with CU 2.0 founder Kirk Drake. Link here.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

 Start today, really embrace AI - artificial intelligence, where machines think and they are good at it when fed enough of the right data - and, guess what, you are already four or five years behind the leaders and that group includes most of the money center banks and maybe even a few credit unions.Sounds gloomy? Well, it is, kind of, but CU2.0 founder Kirk Drake is here with a new book, FinAncIal, which aims to tell credit union executives what they need to know about AI and also what they need to get doing, right now. This book is not so much about theory as it is an action manual and, know this, AI is something every credit union needs to be exploring right now.The good news is that there are many hundreds of AI focused fintechs that are actively hunting for credit union customers.The better news is that those fintechs can be met through the CU2.0 Mastermind Group.  Drake talks a bit about the CU mastermind in this podcast - and he and a few members exhibit a bit of what it's like to be in one in this podcast, #121.  An earlier podcast - #106 - lets Drake and executive coach Dr. Patty Ann Tublin talk about what a mastermind group is and how it works.But back to AI.  The Matrix is now and you can choose the blue pill (blissful ignorance) or the red (confronting the sometimes unpleasant realities ahead ) abut the deal is that AI is the red pill and it is the future no matter how many blue pills you munch.Why do so many credit union execs want to dodge the unpleasant uncertainties of embracing AI and the wholesale institutional changes it will deliver? We talk about that in this podcast and a lot of it is simply that credit union people are nice people but they sometimes don't want to dive into changes that will discomfit many.Except with AI there is no choice. It is coming your way no matter how tightly shut your eyes are.In the podcast Drake tells why - and what you need to get doing, like this afternoon.Buckle up, it's a fast ride.Listen here.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

A dirty secret inside credit unions is that many frontline workers - and very possibly most senior staff - just do not use their institution's digital banking tools. Why bother when you work in a branch?  Just walk up to a teller and, whoosh, task handled.And then along comes a pandemic that closes many branches, and makes many members and employees leery of setting foot in the open ones, and suddenly there is a stampede to adopt digital.  A couple problems however.  A lot of the institution's staff cannot adequately explain how to use the tools because of their own lack of familiarity and a lot of the members who are newly adopting digital are starting at ground zero and genuinely need help.Enter John Findlay's  Digital Academy, a SaaS (software as a service) tool that aims to solve both problems for credit unions.Better still: right now there is a 90 day free trial because, says Findlay, the company wanted to do its part in helping financial institutions and their members and customers meet the challenges posed by the Covid-19 pandemic.What Digital Academy gives financial institutions is an automated way to create an instructional walkthrough that can be used by members and employees alike. How easy is it to create this? Often an institution can create a walkthrough for, say, Mobile Remote Deposit Capture in perhaps a half hour, says Findlay.How can it be that easy? Remember, it's automated.  Basically the credit union grabs perhaps a half dozen screen shots. How simple is that?The cost? Findlay says the company's tool kit is available for a fee correlated to asset size. An institution in the $100 million range might pay around $15,000 annually. An institution with $1 billion in assets might pay $100,000 annually.He stresses that significant staff technical expertise is not required to create an instructional walkthrough.  The aim of the tools is to democratize the creation of learning tools.In the podcast there is mention of a CUBroadcast show - here's the link.There's also mention of a podcast about the CU2.0 Mastermind group - link here.Get your FREE ticket to the December 9th CU2.0 Fintech Mastermind Presents Showcase Day 2020.  This is the first of its kind event where CU 2.0 has brought together the industries' top leaders form well known Credit Unions and paired them up with top Fintech experts in one place! Our subject matter expert will help you and your organization tackle the top issues we face today with unique master classes, tailored for folks just like you.Get your ticket at Eventbrite. Click here.Read up to learn more about Mastermind groups here in this CU2.0 blog post.Hear the first CU2.0 Mastermind podcast here.  In this episode Kirk Drake and Dr. Patty Ann Tublin, who facilitates the CU2.0 Mastermind groups, talk about why and how Mastermind groups work and who will benefit from them.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com

 This is a special CU 2.0 Podcast where the aim is to take listeners inside the CU2.0 Mastermind group where credit union executives and fintech executives join together to explore new ideas, to review problems, and together - by sharing wisdom and experiences - join in reaching higher levels of success.In this episode Ray Crouse, CEO of Parsons Federal Credit Union and board chair of NACUSO, Darryl Hicks, CEO of fintech FlexPay, and Kirk Drake, founder of CU2.0 talk candidly about Mastermind groups and along the way you will get a sense of the flavor of what a Mastermind group really is and how it works.Consider this a glimpse into how a group works.In this podcast you will hear personal testimony from all three on what they are getting and have gotten out of Mastermind groups - and both Drake and Hicks, longtime members of Mastermind groups, offer vivid reports of exactly how Mastermind groups have benefited them, personally and professionally.Hicks, in the podcast, males mention of Johari quadrants. Info on that is here.  Listen here.Get your FREE ticket to the December 9th CU2.0 Fintech Mastermind Presents Showcase Day 2020.  This is the first of its kind event where CU 2.0 has brought together the industries' top leaders form well known Credit Unions and paired them up with top Fintech experts in one place! Our subject matter expert will help you and your organization tackle the top issues we face today with unique master classes, tailored for folks just like you.Get your ticket at Eventbrite. Click here.Read up to learn more about Mastermind groups here in this CU2.0 blog post.Hear the first CU2.0 Mastermind podcast here.  In this episode Kirk Drake and Dr. Patty Ann Tublin, who facilitates the CU2.0 Mastermind groups, talk about why and how Mastermind groups work and who will benefit from them.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Are you ready to jumpstart your credit union's successes? How about your personal success?You want to know about the new CU2.0 Mastermind group - which is specifically created to help credit union leader and fintech leaders come together in small, working groups to hash out problems, solutions, opportunities.Listen up: we are in a crisis. A health crisis and a national, indeed global, financial crisis.  The impacts of what we now confront will be with us for years.  You remember 2008.  This is worse. And it will cause more disruption.That's why now is the time for a Mastermind group.  Because it's time for a big rethink and a Mastermind group will put this process in overdrive for participants.Mastermind groups work. They accelerate success. In this podcast you will hear personal testimony about the power of Mastermind groups from CU2.0 founder Kirk Drake.You also will hear from Dr. Patty Ann Tublin who shares her psychological insights into what challenges credit union leaders and fintech leaders face today and the barriers they face in succeeding.And you will hear about how these Mastermind groups will work, mixing small group sessions with larger ones and all done virtually, at least for now.You've heard of Mastermind groups? Indeed you have if you have read the great motivational writer Napoleon Hill who is credited with coining the term in his 1920s book The Law of Success.  He elaborated upon the idea in his later book, Think and Grow Rich.In its simplest form a Mastermind group is for peer to peer mentoring - meaning the same folks get together, in person or virtually, on a regular basis and hash out what is gnawing on them.  In the CU2.0 version, sessions are facilitator led to add more focus to every session.That will speed the results and, nowadays, who has time to wait?Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Kirk Drake literally wrote the book on the digital transformation of credit unions and here he sits down for a brisk, rich 15 minute podcast about what digital transformation really means and what he has learned about the process in more than a year of working with credit unions on transformation.Spoiler alert: it ain't easy.Second spoiler: but if you try real hard you just may get what you need.The CU2.0 podcast. About credit unions for tomorrow.

Kirk Drake, author of the new book CU 2.0: A Guide for Credit Unions Competing in the Digital Age, joins Cameron on the podcast to talk about what assumptions credit unions need to leave behind, what members are really looking for, and why "failure" is a key part of success in the digital world.