Shows
ON with OrigenceUnlocking member growth: Technology, AI, partnerships, and inclusive lendingThe demographic shifts reshaping financial services present both challenges and opportunities for credit union lending. In this episode of ON with Origence, Brit Barker, senior vice president of sales at Origence, shares insights from the company’s latest market research report, which outlines how Southeast credit unions can expand credit access, grow loan volume, and build lasting dealer relationships. Barker discusses how all credit unions can reach underbanked and credit-invisible consumers, why the dealership has become the new branch front door, and how indirect lending creates a powerful entry point for Gen Z and millennial borrowers. He also explores ho...
2025-12-3149 min
Culture Leaders with Dr. Jessica KriegelBill Cheney on Member-First Leadership, Cooperative Finance, and Building Cultures That ServeThis week, Jessica sat down with Bill Cheney, CEO of SchoolsFirst Federal Credit Union, to explore what it really means to lead in a member-owned, mission-driven financial institution—and why the cooperative model creates a fundamentally different kind of culture.
In this conversation, Bill shares how he discovered the power of credit unions early in his career and why the “people helping people” philosophy has kept him in the movement for nearly 40 years. He breaks down the unique freedom of serving members rather than shareholders, how SchoolsFirst maintains exceptional engagement across 3,000 employees, and why growth is an outcom...
2025-12-1633 minON with OrigenceFuture-ready fraud protection for credit unionsCredit unions are facing increasingly sophisticated fraud threats—and the stakes have never been higher. In this episode of ON with Origence, host Erika Hill sits down with Sara Seguin, principal advisor on fraud and identity at Alloy, to explore how credit unions can strengthen fraud prevention while maintaining a seamless member experience. Sara shares insights from Alloy’s latest State of Scams survey and discusses the balance between real-time protection, member friction, and long-term strategy. From assessing your fraud program and tech stack to leveraging AI, automation, and trusted partnerships, this conversation offers practical guidance to help credit unio...
2025-11-1937 min
ConvergeLending in the AI Era with Brian Hamilton of OrigenceThis week, we sat down with Brian Hamilton, President of Origence Lending, to discuss the evolution of the lending landscape, the impact of technology, AI, automation, and the importance of compliance as the lending sector evolves. We cover how Origence has adapted to changes in consumer behavior and economic conditions, emphasizing the need for a frictionless experience in lending. We also chat about the role of alternative data in loan origination and the future of lending, including predictions about automation, AI, and consumer behavior.Disclaimer: Converge is Convera’s podcast that discusses a range of fi...
2025-10-2234 minON with OrigenceStraight through processing: Automation, efficiency, and the future of lendingCredit unions face increasing pressure to speed up funding, improve efficiency, and still deliver the personalized service members expect. In this episode of ON with Origence, host Dave Adams sits down with Tim Kosak, vice president of consumer lending and analytics at Consumers Credit Union, to explore how straight-through processing is revolutionizing lending operations. Tim shares how Consumers Credit Union has embraced automation to streamline indirect lending, reduce operational costs, and enhance member service. The conversation highlights the impact of straight-through processing on operations, dealer relationships, and the strategic role of data in delivering personalized, efficient financial services. Discover...
2025-10-1419 minON with OrigenceMastering cybersecurity: Expert insights to secure your credit unionDiscover effective strategies to combat emerging cybersecurity threats facing credit unions. In this episode of ON with Origence, Kurtis Minder, CEO and co-founder of GroupSense, delves into the evolving landscape of digital risk. Drawing from his experiences with high-profile ransomware and data extortion cases, Kurtis offers valuable advice on how to skillfully navigate these new challenges. Tune in to gain expert insights and practical tips to protect your organization in a rapidly changing digital world. Check out additional resources from Origence based on this episode:· Mitigating fraud: Selecting the right partners to stay ahead
2025-08-1428 min
The Auto Finance RoadmapJuly 4 sparks 0% deals, Q2 sales robustSecond-quarter sales of new autos were mixed following a spike in March and April ahead of tariffs taking effect, while incentives were robust during the Independence Day holiday weekend. Most major manufacturers saw a rise in vehicle sales in Q2, with General Motors and Hyundai Motor America reporting the best first half of the year in terms of sales. June, however, marked a slowdown in sales for some automakers. The July 4 holiday brought a mix of 0% financing and cash back offers, with incentive spend varied by brand. Meanwhile, credit unions are putting excess len...
2025-07-0707 minON with OrigenceNavigating tariff turbulenceJoin Origence leaders Bob Child, chief operating officer, and David Adams, SVP of strategic relationships, as they discuss how proposed tariffs may affect car prices, lending trends, and the broader economy. Hear timely insights on the used car market and upcoming regulatory changes. Tune in to gain expert advice on navigating these challenges and staying ahead in a fast-changing marketplace.Check out additional resources from Origence based on this episode:· Economic and credit union update: Trends that shape your performance· Credit Union Times | Economic Uncertainty Brings Challenges & Opportunities for Credit Unions
2025-05-2121 minON with OrigenceWomen in fintechJoin Samantha Paxson, former EVP and CXO at Co-op Solutions and founder of Power and Light Collaborative, for a compelling conversation about women in fintech and the importance of human-centered leadership. In this episode, Samantha shares insights from her journey as a transformative leader in the credit union space, offering candid reflections on empathy, innovation, and creating inclusive environments that drive results. Explore the value of mentorship, the power of confident leadership, and why organizations must design with both user needs and operational realities in mind. Tune in to hear how bold, authentic leadership can fuel growth, e...
2025-05-1227 min
Vermont Credit Unions On AirDave Adams: Tariff Impact On CU Auto LendingDavid Adams, Vice President of Lender Client Experience at Origence, shares insights on the impact to credit union auto lending from auto-related tariffs, a possible shift to greater used car lending, the importance of suppoting the national "Don't Tax My Credit Union campaign." Hosted by Joe Bergeron, Association of Vermont Credit Unions.
2025-05-0121 min
22 Minutes in Lending: Conversations about Credit Unions, Fintech, and Future of FinanceIgnoring the Echo Chamber: Unsaid Risks and Rewards of Fintech PartnershipsDisruption may be the new norm, but have credit unions caught on? In the latest episode of 22 Minutes in Lending, Brian Kaas, president & managing director of TruStage Ventures, discusses the fintech saturation problem, the evolving role of embedded finance, and how credit unions need to break out of the echo chamber to avoid being left behind and realize the benefits of partnerships.Key takeaways:02.13: An overview of TruStage Ventures, its funding structure, and its average investments.03.15: Three key criteria critical to TruStage Ventures making investment decisions: strategic fit and support...
2025-02-1825 min
Auto Remarketing PodcastMore ways AI is germinating in auto finance with Lizz Callaway of OrigenceWe continue our episodes of the Auto Remarketing Podcast originating from Used Car Week 2024 in Scottsdale, Ariz., with a Speed Session featuring Lizz Callaway, who now is director of partnerships development at Origence.
Callaway again taps into her deep experience using artificial intelligence to explain how this technology continues to improve auto financing and retailing.
2025-01-2015 min
The EVs for Everyone PodcastEp. 141: The "MEGA Talented" Episode from Used Car Week: 40 Under 40 + Women in Auto*Last episode of 2024!* This episode was recorded on-site during Used Car Week in Scottsdale, AZ where we interviewed four of the 40 under 40 Industry Honorees - Jimmy Douglas, CEO of Plug, Adam Potash, COO of DriveItAway, Dennis Weber, Director of Sales at Copart and Ron Andrews, VP of Business Development at Cars Commerce talk about EV buying and selling, dealer growth, and fleet management. But wait, there's more! The conversation continues in a quick trip in the Cybertruck featuring three super talented women in the automotive industry - Liz Callaway, Director of Partnership Development at Origence, Gigi Ferris, Director of...
2024-12-3132 min
The Auto Tech Show by AnylineOpportunities and Challenges in Automotive Product DevelopmentIn this episode of the Auto Tech Show, host Marc Babin interviews Lizz Callaway, the director of partnership development at Origence, discussing the future of product development in the automotive industry. They explore the challenges and opportunities presented by rapidly evolving technologies, the importance of adaptability, and the role of partnerships in driving innovation. Lizz shares insights on the impact of AI on product development, the significance of data management, and the essential leadership traits needed to foster a culture of innovation. The conversation concludes with a look at future trends in the automotive industry, emphasizing the need for...
2024-12-0228 min
The Portia ProjectPLAC Women's Forum Live Panel DiscussionA live Women's History Month podcast panel with the Product Liability Advisory Council (PLAC) Women's Forum held at Hyundai Motor America Headquarters features Orange County Superior Court Presiding Judge Maria Hernandez, Orange County Supervisor Katrina Foley, Jennifer Keller of Keller Anderle, General Counsel of Origence Erin Wilson, and Trellis Legal Research Co-Founder Nicole Clark. Moderated by host M.C. Sungaila, this episode features an engaging conversation among the panelists about overcoming professional obstacles to lead on the bench, at trial, in elected office, in the general counsel's office, and as a start-up founder.
2024-11-181h 03ON with OrigenceBuilding trust and loyalty through personalizationJoin JB Orecchia, president and CEO of Savvy Money, to learn how to build trust and loyalty through personalization. In this episode, JB delves into the importance of personalization in digital banking and highlights the significance of understanding and analyzing credit scores, setting up action plans, and leveraging data to offer relevant financial advice. JB also discusses the challenges and successes of implementing personalized experiences, the role of AI, and the impact of automated marketing.Tune in to hear the full discussion and discover how credit unions can enhance member engagement, improve financial wellness, and drive growth...
2024-11-1132 minON with OrigenceIndirect lending — Strategies for SuccessJoin Billy McDaniel, senior vice president of lending and CLO at Communication Federal Credit Union, as he sits down with Erika Hill, vice president of marketing at Origence, to share his insights on the importance of indirect lending for credit unions and how it has been a key driver of growth for Communication Federal Credit Union.Billy discusses the structure of Communication Federal Credit Union’s lending department, the significance of indirect lending, and the strategies that have led to their success. During this in-depth chat, he emphasizes the importance of having the right staff, leveraging technology li...
2024-10-1326 minON with OrigenceOrigence: An Oral History | 3. Building the ultimate origination experienceIn the final episode of our three-part series celebrating Origence's 30th anniversary, Erika Hill, vice president of marketing, hosts four key figures instrumental to the continued success of Origence: Tony Boutelle, CEO; Bob Child, COO; Phil Dupree, CRO; and Brian Hendricks, CPO. Together, they discuss the company's evolution from a credit union and car dealer connector to a leading technology provider known throughout the financial services industry. Reflecting on the past decade, they highlight significant achievements like launching Origence’s robust, automated loan underwriting and decisioning system and integrating credit union financing into Tesla's purchase process. L...
2024-07-2333 minON with OrigenceOrigence: An Oral History | 2. The Early YearsPart two of this special three-part series explores how the evolution of Origence (formerly CU Direct) became a testament to the power of credit unions collaborating for a common goal. In this second episode, our story progresses with insight from two figures instrumental in bringing credit unions together from coast to coast, solving long-standing challenges, and creating a powerful partnership between credit unions and auto dealers. Diana Dykstra, CEO of the California and Nevada Credit Union League, and Tony Boutelle, President and CEO of Origence, share their early memories of Origence and discuss how the company’s gro...
2024-06-0627 min
22 Minutes in Lending: Conversations about Credit Unions, Fintech, and Future of FinanceAdapting to Shifting Consumer Behavior in Auto Lending On this episode, host Vince Passione is joined by Tony Boutelle, CEO of Origence (formerly CU Direct). Tony shares insights into the evolution of auto lending and the strategic shifts in the credit union sector. The discussion delves into pioneering work at Origence, touching on the integration of technology and the future of finance in the auto industry.Key Takeaways:(01:32) The early days of fintech and how CU Direct was a disruptor in the auto lending space.(02:13) The strategic advantage of having a single...
2024-05-0938 minON with OrigenceOrigence: An Oral History | 1. A CUSO is FormedIn this special three-part series, learn how credit unions banded together to create the largest lending credit union service organization (CUSO) in the nation. Discover the story of Origence (formerly CU Direct), as told by its founders and credit union trailblazers. In the first episode of the series, Stan Hollen, former CEO of Co-op Financial Services and Golden One Credit Union, and Tony Boutelle, president and CEO of Origence, discuss the early days of the company and share inspiring stories of what it took to bring an innovative idea to life and form a CUSO. T...
2024-05-0328 min
Auto Remarketing PodcastOrigience on 30 years of business & growing network of credit unions & dealershipsOrigence chief revenue officer Phil DuPree is in a festive mood like the rest of the company that provides technology solutions for credit unions. The company that includes CUDL is celebrating its 30th year of operations in 2024.
2024-02-2610 minON with Origence2023: A Year in ReviewTune in to recap the highlights of 2023 with Tony Boutelle, president and CEO of Origence, and Erin Mendez, president and CEO of Patelco Credit Union. Learn more about the implications of the ongoing liquidity challenges and the significant economic changes that may still yield recession. Dive into the practical applications and cautioning factors related to the rise of artificial intelligence (AI). Explore how major mergers brought new benefits to the credit union industry. Finally, take a look at the future of embedded finance in relation to indirect lending and how these new opportunities are reshaping consumer behaviors. ...
2023-12-1926 minON with OrigenceBeyond Traditional Banking: Enabling Digital Retail Channels and New Growth Strategies for SuccessWhat is the importance of consumer choice, the value of omni-channel experiences, and the role of lenders in the automotive industry’s evolving landscape? Hear John Brauch, senior director of business at Tekion, share key insights and explain how credit unions can succeed in today’s competitive marketplace by providing consumers with an exceptional retail experience. Learn why now is the perfect time for credit union leaders to reevaluate digital strategies in order to better meet and exceed member expectations throughout the entire automotive shopping experience. Check out additional resources from Origence based on this episo...
2023-11-2809 minON with OrigenceWhy Credit Unions Need a Top-of-Funnel Lending StrategyTune in to hear Brian Hamilton, president of Origence Lending Services, discuss why credit unions must reevaluate their top-of-funnel lending strategy. Discover how embedded financing is reshaping consumer behavior, what cutting-edge technology is driving this ongoing transformation, and why credit unions need to embrace these new opportunities. Discover valuable insights, explore data, and gain practical advice to help your credit union remain competitive in today’s evolving lending landscape. Check out additional resources from Origence based on this episode:· Welcome to FI Connect· Origence Hosts Webcast On Leveraging Lending Opportunities· Whi...
2023-10-1615 minON with OrigenceBetter Lending Performance Through Point of SaleHear Daryl Jones, senior director of Cornerstone Advisors, discuss why it is essential for credit union lenders to better understand and leverage their point-of-sale processes to stay relevant and competitive in today’s digital-first marketplace. See how the right strategies and partners can help your credit union maximize opportunities at every touchpoint of a well-crafted member experience. Listen to episode seven of ON with Origence to learn more. Check out additional resources from Origence based on this episode:· White Paper: AI-driven lending for credit unions: Automate decisioning and expand access to credit with modern l...
2023-09-1920 minON with OrigenceThe Power of Partnerships For Credit UnionsHear Dean Michaels, chief strategy officer with Co-op Solutions, discuss the importance of building strong, long-lasting partnerships for your credit union to increase process efficiency and enhance the member experience. Explore what qualities credit unions should be looking for within their partners to stay aligned, achieve common goals, and thrive together. Listen to episode six of ON with Origence to learn more. Check out additional resources from Origence based on this episode:· Origence Case Study: Community First Credit Union· How CUSOs Drive Innovation· White Paper: How credit unions can use technology t...
2023-08-1419 minAuto Remarketing PodcastOrigence president and CEO Tony BoutelleCredit unions collectively continue to gain market share in auto financing. How are they doing it? Origence president and CEO Tony Boutelle answered that question, sharing some other interesting data about credit unions and more during this episode of the Auto Remarketing Podcast.
2023-08-0413 minON with OrigenceThe AI Impact on Auto LendingHear Mike de Vere, chief executive officer of Zest AI, discuss the prevalence of artificial intelligence (AI) in today’s auto lending market. Mike shares key insights regarding the latest innovative AI models and the various opportunities this cutting-edge technology unlocks for dealers, lenders, and members. Listen to episode five of ON with Origence to learn more.Check out additional resources from Origence based on this episode:· Origence and Zest AI introduce Zest Auto, the AI-automated underwriting technology for credit unions· Discover the LOS features that really matter· White Paper: How credit unions can...
2023-07-1714 minON with OrigenceHow AI Helps Credit Unions In Today's Changing MarketJustin Wickett, co-founder and chief executive officer of @Informed.IQ, met with host Frank Diekmann for a special podcast recorded at Lending Tech Live ’23. Justin shared insights on how advanced automation, intuitive machine learning, and cutting-edge artificial intelligence (AI) can help credit unions become more efficient in today’s evolving market. Listen to episode four of ON with Origence to learn more.
2023-06-0812 minON with OrigenceThe “R” Words: How Should Credit Unions Respond?Listen in as Mike Schenk, chief economist with CUNA, and Bob Child, chief operating officer with Origence, share insights about interest rate increases, current liquidity challenges, and what credit unions can do to prepare for the looming recession with host Frank Diekmann. Stream episode three of ON with Origence to learn what it takes to survive and thrive despite imminent market changes. For more insight regarding current market trends, rising interest rates, and more, check out additional resources from Origence: · Recession Still Possible, But Downturn Will Be Forgettable· White Paper: How c...
2023-05-2325 min
The Portia ProjectPLAC Women's Forum Live Panel DiscussionA live Women's History Month podcast panel with the Product Liability Advisory Council (PLAC) Women's Forum held at Hyundai Motor America Headquarters features Orange County Superior Court Presiding Judge Maria Hernandez, Orange County Supervisor Katrina Foley, Jennifer Keller of Keller Anderle, General Counsel of Origence Erin Wilson, and Trellis Legal Research Co-Founder Nicole Clark. Moderated by host M.C. Sungaila, this episode features an engaging conversation among the panelists about overcoming professional obstacles to lead on the bench, at trial, in elected office, in the general counsel's office, and as a start-up founder.
2023-04-171h 02
Leaderboard PodcastHey Ladies w/ Kim SponemIn this episode of the Leaderboard Podcast, Zach and Henry are joined by CEO/President of Summit Credit Union, Kim Sponem. Kim discusses how she has led by example when it comes to issues of diversity and equity at Summit Credit Union. Kim highlights the importance of having women in leadership roles and the value of investing in the community.
"The benefit of diversity is that we all bring different perspectives to the world, and we can share that with other people and help them learn too. Diversity is about how we can share each other's experiences...
2023-03-2737 minON with OrigenceGrowing Indirect LendingFrank Diekmann, cooperator in chief for CUToday.info, chats with Keith Sultemeier, president and CEO at Kinecta Federal Credit Union, about the challenges and opportunities in today’s indirect lending market. Keith shares the strategy behind Kinecta Federal Credit Union’s switch to Origence indirect lending and how that transition allowed internal teams to improve automated approvals without compromising their underwriting standards. Listen in to episode two of ON with Origence to learn what it takes to achieve indirect lending success.For more insight regarding indirect lending success, check out additional resources from Origence based on t...
2023-03-0814 minON with OrigenceTop Marketing Trends Driving Member Experiences For Credit UnionsFrank Diekmann, cooperator in chief for CU Today, chats with Erika Hill, vice president of marketing strategy for Origence, about the up-and-coming trends credit union leaders and marketers should be watching closely. As consumers rely increasingly on personalized digital experiences, how are credit unions keeping up with member expectations? Take a deep dive into the technology, data, and trends that are impacting member satisfaction. Resources:Lending Trends: An essential guide for credit unionsDelivering on Digital: Three Phases to a Better, Faster Customer ExperienceIs Your Credit Union Ready To Reimagine L...
2023-01-1715 min
Fintech One-On-One#380: Justin Wickett of Informed.IQA myriad of documentation is needed for lenders to make an accurate lending decision. This becomes even more complicated in the case of auto loans where an entirely new category of paperwork enters the picture. Lenders need to be able to process this unstructured data quickly and easily.Our next guest on the Fintech One-on-One podcast is Justin Wickett, the CEO and Co-Founder of Informed.iq. They have tackled this challenge head-on and are able to automate verifications in real-time with 99% accuracy.In this podcast you will learn: How Justin's time at Lyft and C...
2022-08-1931 min
Vermont Credit Unions On AirPost Pandemic Automobile Sales & Financing TrendsHow the automobile sales and financing world has changed through two years of world-wide pandemic. That's the topic discussed by Dave Adams, Vice President of Lender Client Experience at Origence, a CU Direct brand. Dave talks about recent innovation in car sales and dealer strategies, along with related changes in automobile financing. Hosted by Joe Bergeron, President, Association of Vermont Credit Unions.
2022-04-0835 min
Power HouseOrigence on delivering a better borrower and staff experienceThis week, HousingWire’s Editor in Chief Sarah Wheeler interviews Origence’s Andrew Weiss, the senior vice president of mortgage origination platform strategy, and Brit Barker the vice president of enterprise solutions.The Housing News podcast explores the most important topics happening in mortgage, real estate, and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire’s news desk. Hosted by Sarah Wheeler and produced by Alcynna Lloyd.
2021-07-1642 min
First and TrueJim McCabe on Protecting Your Members and Generating Non-Interest IncomeEpisode 023 of the Credit Union Business News Podcast
Jim McCabe, EVP of ID Theft Solutions for Vero, details the “cyberdemic” that has taken place since the rise of COVID-19 and how credit unions can protect their members. He also discusses how institutions can increase their non-interest income by adding value through offering a bundle that includes ID theft solutions. Learn more about Vero’s ID Theft Solutions at https://origence.com/solutions/credit-union-solutions/identity-solutions/?ref=cu
Learn more about Credit Union Business News at creditunionbusiness.com. Suggestions for the CU Business News Podcast can be direct...
2021-05-2043 min
Vermont Credit Unions On AirEngaging Members w/Online Auto ShoppingThe pandemic has made online shopping a new expectation for consumers. Build your CU's auto lending with an integrated online vehicle shopping experience for members. Jeff Kane, Director of Lender Client Experience at Origence and Christine Davidson, Vice President at the Association of Vermont Credit Unions, tell us how.
2021-05-1114 min