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: 

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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.

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 [email protected] 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.

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 [email protected] 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.

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.

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.

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.

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 [email protected] 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.

In this episode of C.U. On The Show, Doug sits down with Jed Meyer, CEO of St. Cloud Financial, to explore how a credit union can approach digital assets responsibly. Rather than focusing on hype or speculation, the discussion centers on member education, long-term strategic planning, regulatory engagement, and building infrastructure designed to preserve trust and institutional control as payment systems evolve.

Watch the video version of this episode: https://youtu.be/8FzRN9xvrcs

Read the episode summary here: How Credit Unions Can Thoughtfully Prepare for Digital Assets by Starting with Member Trust | ACT Advisors

Email [email protected] 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.

In this GAC 2026 preview episode of C.U. on the Show, Todd Spiczenski of America’s Credit Unions shares why storytelling is the central theme of this year’s Governmental Affairs Conference and how credit union leaders can use personal member impact stories to strengthen advocacy on Capitol Hill.

Watch the video episode on YouTube: https://youtu.be/UXFvucp3ico

Read the episode summary here:

Email [email protected] 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.

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

Email [email protected] 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.