In this episode of C.U. On The Show, Doug English speaks with Deedee Myers and JD Myers about how AI is influencing credit union governance and organizational readiness. They discuss how AI can accelerate both strengths and weaknesses in an organization, why workforce literacy and critical thinking matter in an AI-enabled environment, and how boards can responsibly engage with AI in strategic planning. The conversation covers practical entry points—such as “point AI” tools and vendor-embedded AI—along with longer-term concepts like enterprise AI, AI ecosystems, and the importance of security and explainability for regulated decision-making.

Watch the video episode on YouTube: https://youtu.be/N3BQnwVMm0A

Read the episode summary here: Fiduciary Financial Planning Insights | ACT Advisors Blog

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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.

In this episode of C.U. On The Show, Doug English speaks with Elizabeth Wadsworth of Velera about the evolving role of artificial intelligence in credit unions. The conversation focuses on AI agents, responsible AI governance, and how credit unions can evaluate emerging technologies in a way that aligns with their mission, risk posture, and strategic goals.

Watch the video episode here: https://youtu.be/CqZGziN2Vq0

Read the episode summary here:

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In this episode of C.U. On The Show, Doug English welcomes back Peter Myers of DDJ Myers for a deep, practical conversation on board renewal and board performance. As credit unions face accelerated board turnover, CEO transitions, and shifting competitive pressures, Peter explains how boards can objectively assess their effectiveness, align on the most strategic priorities, and intentionally evolve to the next level of governance impact.

Watch the video episode here: https://youtu.be/X5ryxBWS_yU

Read the episode summary: How CUSOs and FinTech Partnerships Can Become a Powerful Growth Engine for Credit Unions | ACT Advisors

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How can credit unions use CUSOs (credit union service organizations) and FinTech partnerships as intentional tools for growth instead of one-off “shiny object” deals? In this episode of C.U. On The Show, host Doug English talks with Capstone Strategic’s John Dearing about approaching CUSOs and FinTechs with a proactive external growth strategy, deciding when to build, buy, or partner, and how collaboration can help credit unions pursue new opportunities.

Watch the episode on YouTube: https://youtu.be/0ssPw7LmS-0

Read the episode summary on the ACT Advisors Blog: How CUSOs and FinTech Partnerships Can Become a Powerful Growth Engine for Credit Unions | ACT Advisors

In this C.U. On The Show conversation, host Doug English talks with Andrea Argueta of Glia about approaches credit unions are using to incorporate AI into member service. They discuss where organizations are finding early operational benefits, how hand-offs to human agents are managed, and ways leaders are evaluating interaction strategies.

Watch the episode on YouTube: https://youtu.be/lMEDO9WlS6g

Read the episode summary on the ACT Advisors Blog

Email [email protected] with any inquiries.

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.

Watch the video episode on YouTube: https://youtu.be/A1AXoHaeP9I

Read the episode summary on the ACT Advisors Blog: How Credit Unions Win with Heart and Humanity | ACT Advisors

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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 compensationstructures.

Watch the video on YouTube: https://youtu.be/Ul3FPnVNxog

Visit the ⁠ACT Advisors blog⁠ for a written summary of this episode.

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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 what stablecoins are, how wallet-based payments work, and how blockchain transparency could enhance fraud-prevention efforts in financial services.

Watch the video on YouTube: https://youtu.be/kGrh59qkRfc

Visit the ACT Advisors blog for a written summary of this episode.

Email [email protected] with any questions or an idea for a new episode or guest.

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.

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View a written summary of this episode here: How To Align CEO Compensation with Strategy | ACT AdvisorsEmail [email protected] with topic or guest suggestions.

In this episode of C.U. On The Show, host Doug English sits down with leadership and succession expert Deedee Myers to unpack what modern, strategic succession planning looks like in 2025. From board governance and culture to developing internal candidates who can truly compete with the external market—and keeping the executive team aligned as timelines shorten—this conversation gives credit union leaders a clear, actionable path. Looking for the video version?

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Visit the ACT Advisors Blog for a written summary of this episode.