C.U. on the Show

Hosted by Doug English

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Episodes

100

Latest episode

Aug 2026

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About the show

Join industry leaders as they share bold ideas that ignite innovation, unveil new strategies, and empower you to drive impactful change within the movement. From Doug English, a former CU insider and CFP® with ACT Advisors.

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60 recent

August 11, 202642 min

How Credit Union Boards Can Use AI to Ask Better Questions and Strengthen Strategic Planning

In this episode of C.U. On The Show’s AI in the Boardroom series, host Doug English speaks with Lamont Black, founder of Wide Open Ventures and an associate professor of finance at DePaul University, about how credit union boards can begin using approved AI tools for interactive board-packet review and strategic planning. Their conversation also looks ahead toAI-supported financial modeling, more accessible organizational data, and the possibility of AI agents contributing additional perspectives to board discussions. Watch the video version of this episode: https://youtu.be/BCScOYM4duI Read the episode summary here: How Credit Union Boards Can Use AI to Ask Better Questions and Strengthen Strategic Planning | ACT Advisors Email doug@act-advisors.com with any inquiries. The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

July 28, 202640 min

How Credit Unions Can Use Data to Better Understand and Support Members

In this episode of C.U. On The Show , host Doug English speaks with Tansley Stearns, president and CEO of Orsa Credit Union, and Jamie Jackson, founder and CEO of Arkatechture. They discuss how credit unions can bring information together, establish a more reliable source of data, and use those insights to better understand members and evaluate their community impact. Watch the video version of this episode: https://youtu.be/Tsfn2Lq6oq8 Read the episode summary here: How Credit Unions Can Use Data to Better Understand and Support Members | ACT Advisors Email doug@act-advisors.com with any inquiries. The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

July 14, 202655 min

How Credit Unions Are Exploring a Cooperative Approach to AI

Artificial intelligence is becoming an increasingly important topic for credit union leaders, but questions remain around governance, transparency, and practical implementation. Inthis episode of C.U. On The Show , Doug English speaks with Mitch Rutledge of Vertice AI, Fred Eisel of Vizo Financial, and Anthony Volpe about CUltivate AI, a newly launched credit union-focused CUSO designed to provide AI capabilities built around industry-specific knowledge sources. The discussionexplores how credit unions are evaluating AI adoption, the role of shared knowledge within the movement, and potential future applications for compliance, operations, strategic planning, and board-level decision-making. Watch the video version of this episode: https://youtu.be/CUC1KBUNrlU Read the episode summary here: How Credit Unions Are Exploring a Cooperative Approach to AI | ACT Advisors Email doug@act-advisors.com with any inquiries. The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

June 30, 202648 min

How Credit Unions Are Using AI to Support Board Communication and Strategic Planning

Artificial intelligence is rapidly reshaping how credit unions operate, communicate, and plan for the future. In this episode of C.U. On The Show , Doug English sits down with Jeremy Wood, Chief Strategy Officer at Innovations FCU, and AI strategist Kirk Drake to discuss how AI is beginning to transform board meetings, strategic planning, policy development, financial analysis, and day-to-day operations. Artificial intelligence is becoming an increasingly important topic for credit union leaders, boards, and executives. While AI continues to evolve, many organizations are already exploring ways to use it to improve efficiency, support decision-making, and enhance communication across the organization. In thisepisode of C.U. On The Show , Doug English sits down with Jeremy Wood, Chief Strategy Officer at Innovations FCU, and AI strategist Kirk Drake to discuss how their organizations are approaching AI adoption. Their conversation covers practical use cases, lessons learned, governance considerations, andstrategies for helping teams learn and adapt responsibly. Whether you're a board member, executive, or department leader, this discussion offers valuable insights into how AI can support organizational effectiveness while maintaining appropriate human oversight. Watch the video version of this episode: https://youtu.be/0c4Zsi8QjLE Read the episode summary here: Email doug@act-advisors.com with any inquiries. The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

June 23, 202642 min

How Credit Union Boards May Use AI to Support Better Governance

Artificial intelligence is increasingly influencing how manyorganizations evaluate operations, governance, and decision-making. In this episode of C.U. on the Show, Doug English sits down with Heather McKissick of CUES and Paul Barbato of TruStage to explore how boards can use AI to becomemore informed, strategic, and effective without losing sight of the human judgment and member focus that define the credit union movement. Watch the video version of this episode: https://youtu.be/vHqC97SfbyU Read the episode summary here: How Credit Union Boards May Use AI to Support Better Governance | ACT Advisors Email doug@act-advisors.com with any inquiries. The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

May 6, 202637 min

How Credit Unions Are Navigating Changing Member Expectations

In this episode of C.U. on the Show , Doug English speaks with Dan Prezioso of Olden Lane about trends influencing the credit union industry. Their conversation exploresdemographic changes, evolving technology expectations, and increased competition from digital financial platforms. The discussion is intended to provide general industry insights and considerations for how credit unions may evaluate member engagement strategies over time. Watch the video version of this episode: https://youtu.be/fdztsewIpuY Read the episode summary here: How Credit Unions Are Navigating Changing Member Expectations | ACT Advisors Email doug@act-advisors.com with any inquiries. The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

April 13, 202635 min

How Credit Unions Can Improve Member Experience and Operational Efficiency with AI-Enhanced Workflows

April 13, 202635 min

How Credit Unions Can Improve Member Experience and Operational Efficiency with AI-Enhanced Workflows

April 13, 202635 min

How Credit Unions Can Improve Member Experience and Operational Efficiency with AI-Enhanced Workflows

In this episode of C.U. on the Show , Doug English speaks withleaders from Alliance Catholic Credit Union and Shift Mate about how credit unions can better connect fragmented data, streamline internal processes, and enhance member engagement. The discussion focuses on how AI-supported workflows may help improve efficiency, support lending operations, and provide more timely, relevant member interactions. Watch the video episode here: https://youtu.be/2mbLgtuLFxU Read the episode summary here: How Credit Unions Can Improve Member Experience and Operational Efficiency with AI-Enhanced Workflows | ACT Advisors The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

March 25, 202636 min

How Tokenized Loan Participations May Unlock Liquidity for Credit Unions

In this episode of C.U. On The Show , Doug English sits down with Randy Stolp of Loan NFT and Lamont Black of Wide Open Ventures to discuss an emerging concept within the credit union movement: the tokenization of loan participations. By combining blockchain infrastructure, AI-driven analytics, and cooperative marketplace concepts, the discussion explores how technology could potentially modernize the way credit unions manage liquidity, risk, and lending capacity. Watch the video version of this episode: https://youtu.be/xTAkcnlVP4Q Read the episode summary here: ⁠ Email doug@act-advisors.com with any inquiries. The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.