CU Town Hall Episode 147: The ChatGPT Finance Era
In this session, John Best explores the launch of ChatGPT’s new finance capabilities and what the rise of AI-powered financial agents could mean for credit unions and financial institutions. The discussion covers personalized financial management, subscription tracking, agentic AI, data ownership, member relationships, and the opportunities — and risks — facing financial institutions as AI becomes more integrated into consumers’ financial lives.
What Keeps CEOs Up at Night May Depend on Their Charter…
Glen chats with Lee Wetherington about Jack Henry’s newly minted survey of nearly 200 credit union and bank CEOs, exploring how strategic priorities and top concerns differ by group and how they’ve shifted over time. Also, a treasure trove of new industry data- on consumer payment choice, household economics, crypto/stablecoin usage, and a breezy 269-page NCUA stroke of GENIUS for your holiday reading pleasure.
Cool Parents, 21st Century Investors
Our continuing coverage of the NACUSO Reimagine and Nacha Smarter Faster Payments conferences features a pair of interviews: NACUSO’s advocacy lead Zach Pfister on modernizing investment rules to match 2026 realities, and Dykema’s Lauren Quigley on FIs’ role as open banking realists, creating a safe environment for the inevitable.
Two Conferences, Two Coasts, One Exhausted Fintech Geek
Glen gathers highlights from the annual conferences for both Nacha in San Diego and NACUSO in Orlando, including conversations with Nacha CEO Jane Larimer on Same Day ACH milestones, Duome Co-Founder Eric Berg on a Next Big Idea for housing, and the Digital Sovereignty Alliance’s Molly Woodman on the state of stablecoin.
Agents & AI & Trust & Narrative Control
Glen connects with Senso Co-Founder/CEO Saroop Bharwani about his firm’s approach to addressing some of the greatest disruptions emerging from the Agentic AI explosion. Also- Gen Z perspectives continue to evolve and surprise, and behavioral science gets a sidecar.
Is the “Underbanked” Concept Ripe for a Rethink?
Glen speaks with Andrew Warren about the Financial Health Network’s new report which makes the case for modernizing the definition of underbanked consumers. Also- X Money makes its long-promised debut, and the OCC potentially rides to the rescue of interchange (and workable payment processes). Plus a discount code for May’s fast-approaching EMERGE conference.
Join John Best at the next CU Town Hall Wednesday, May 20th, 2026 at 3 PM ET
Recorded live for the first time ever at ACU’s Strategic Growth Conference, this CU Town Hall took on a lively “Pardon the Interruption” format as John Best, Joe Keller (Visions), Karen Bejarano (TruWest), and Glen Sarvady (154 Advisors) tackled today’s most pressing industry issues. From the CFPB, open banking, stablecoins, AI & quantum, branch strategy, next-gen members/wealth transfer, fraud, and fintech partnerships—this fast-paced session delivered candid insights, audience interaction, and plenty of laughs.
CU Town Hall Episode 146: Credit Union AI Fear Factory
In this session, the conversation centered on how AI is rapidly reshaping the credit union landscape, from fraud prevention and operational efficiency to member experience. We discussed real-world use cases, risks, and the growing need for thoughtful governance as institutions begin to adopt AI more strategically.
Keeping It Small, Sustainable
Glen speaks with the CEOs of two sub-$100 million CUs (Josh Urbick and Doug Wadsworth) about their respective efforts to advance the small credit union cause. Also, the latest developments at Anthropic and Coinbase highlight the perils facing CUs- and financial services in general.
Mission (Rock) Accomplished
Glen recaps an action-packed CU Unplugged “un-conference,” featuring unique perspectives from leaders of three participating credit unions (Keys FCU, Mid Hudson Valley FCU, State Department FCU) and real-time reflections from Defense Credit Union Council President & CEO Tony Hernandez.