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If I say a temp worker, probably you think of a fill in receptionist and that’s true as far as it goes. But talk with O2 Consulting Group and it’s a plunge into a whole new world - especially impacting smaller credit unions, ones under perhaps $500 million in assets. Where exactly does that CU find the talent to, say, implement an AI program? Just maybe a fractional e CTO - shared by two or more CUs - or a temporary exec is exactly the cure.

Enter Bonnie Ortiz, CEO of O2 and longtime COO at the Partnership Credit Union, She’s worked inside at credit unions - she knows the terrain - but now she also has assembled a team of seasoned credit union talents who are available for fractional and temporary roles at credit unions, to help solve anything from tech issues to compliance matters.

It’s a fact: credit union operations have become increasingly complex. The day of the shoebox credit union is long gone. Real talent is needed but that talent may be too costly for a smaller CU. The O2 solution is a potential lifesaver.

Also on the show is David Martinez, CIO at $500 million Arlington Federal Credit Union, a credit union that has used O2 talent many times. Martinez is a happy customer.

He’s also a past guest on this show. There a link in the show notes and the topic is about how mid sized CUs can survive, indeed thrive.

Keep listening to this episode and Ortiz offers keen insights into the nuts and bolts of a credit union merger. She’s looking at the issue with a COO’s eyes: how exactly will this merger work? The concerns she raises are keen. . Any CU considering a merger - and who isn’t? - needs to give this a close attention.

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