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Today Andrea Argueta is director of financial institution advisory at Glia, a company that focuses on providing credit unions and banks digital customer service tools and nowadays that means AI. So this show’s focus is on the practical suite of tools Glia has working in some 400 credit unions, making Glia very probably the largest provider of AI tools to credit unions.

Importantly, too, Argueta knows credit unions. That’s because before coming to Glia she served as COO at Washington DC based IDB Global Federal Credit Union, an institution that serves the employees of the Inter-American Development Bank and their families and there are members in over 75 countries.

At IDB Global she was a Glia customer and eventually that evolved into her joining the Glia team.

In the show she tells about that journey and she also offers insights into what AI is really doing for credit unions today and the smart way for a credit union to join this party.

In the show mention is made of two prior appearances on the show by Glia executives, Glia CEO Dan Michaeli in 2020 and Jake Tyler a year ago.

Listen up.

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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

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Fraud is up, a lot, at credit unions, according to the Alloy 2026 State of Fraud Report, says Sara Seguin, a principal adviser at Alloy. Sara is a past CU 2.0 Podcast guest - link to that show is in the show notes.

She’s on the show now to report that credit unions say they have experienced a 72% increase in fraud events, more than any other segment.

Worse, a lot of fraud now involves synthetic identities - i.e., manufactured people - and a long con that may take months or years before the crooks seek to defraud the credit union.

What can credit unions do to fight back? Alloy has pointers.

Credit unions also have seen a spike in in-branch fraud, says Alloy. That’s surprising but also very worrying. Hear the details in the show.

Fraud is not a fun topic, I know that. But it is a real, every day concern at just about every credit union in the US and knowledge - of what fraudsters are doing and the tools available to fight back - is indeed power for a credit union.

Understand, too, last year’s fraud trends aren’t this year’s. It’s a constant battle where the criminals are always updating their weapons. Credit unions have to do likewise\.

How? What? 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

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What a ride Steve O’Donnell has had at One Nevada Credit Union, a $1.5 billion institution where he started as a teller some 22 years ago and in August 2025 he was promoted to CEO.

This podcast is about his journey getting into the top job - and also what he sees as some of the challenges and opportunities that lie ahead for him and One Nevada.

A name you will hear often in this show is “Paul,” that’s Paul Parrish, the prior CEO at One Nevada and a current member of the institution’s board of directors. He also is the one who mentored Steve as he climbed up the ladder at One Nevada.

Over the years I have had a number of talks with Steve and he always is frank and candid.

So listen as he details his climb up from a teller role but know that he knows what it’s like to walk in the shoes of a teller.

At the show’s end, Steve tells why it took him a long time to earn his degree at the University of Nevada, Las Vegas. Hear the story and you will know this is a guy you’d like and respect.

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