In 2003, two weeks at Pacific Coast Banking School changed the direction of my career. Twenty years later, I look back at what that program actually gave me, and why the exposure mattered more than the curriculum.

Good software doesn't have to fail to disappear. It just has to end up owned by someone whose strategy no longer includes it. The story of a platform called StreamLend Velocity, and the vendor acquisition risk questions every credit union should be asking.

Every session at Fiserv Forum's second day eventually circled back to AI, but two things stood out: how loosely we use the word itself, and whether keeping a "human in the middle" is even the right goal. A conversation with my son about his physics degree, and an AI pricing model that looks a lot like rideshare a decade ago, both point to the same underlying question.

A look at what changed at Fiserv Forum 2026, why admitting mistakes and rebuilding trust matters more than quarterly wins, and what it means for small credit unions.

Vendor rebrands are never just a marketing exercise. When the name changes, that old name is still sitting in your policies, contracts, and risk assessments, and someone has to find every one of them. A look at the fintech industry's favorite naming trend, plus a free worksheet to make the cleanup easier.

NCUA's workforce is down to its lowest headcount since 2003, and the examiners replacing that experience will lean on every tool available, including AI. Here's a risk nobody's written about yet, what happens when the examiner is the one using the algorithm.

Three weeks into the TruStage cybersecurity incident, credit unions are still waiting for answers regarding member data. While complex forensic investigations take time, there is a difference between what an investigation can confirm and what standard vendor risk management should clarify today. Here are three foundational questions your institution should be asking right now, and how to document your oversight process while you wait.

TruStage is not just another vendor, so when its network went down in July, credit unions felt it directly. A look at the incident, the industry's silence, and a downloadable Incident Response template to help you respond to your own vendor risk.