Designer, facilitator, and educator with over 20 years in community financial services.
agentic commerce
+12
May 13, 2026
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5 min read
Plus: AWS agentic payments, a Microsoft prompt-injection flaw, AI liability carve-outs, and a bank scramble over Mythos.
+11
May 8, 2026
6 min read
Customer deployments, new agent templates, a leadership question, and three lessons from CIOs
+10
May 6, 2026
7 min read
Plus: Two payment primitives, JPMorgan's permissions playbook, and helpful agentic security guidance from the five eyes.
credit unions
Apr 29, 2026
A corner of AI safety research has been studying catastrophic AI failure modes for over a decade, and community finance has a seat at the table.
+7
Apr 22, 2026
4 min read
Plus: Claude Design, Gradient Labs on banking-agent transparency, and 3,000+ bugs patched by OpenAI's cyber model
personalfinancialmanagement
Apr 15, 2026
Agentic finance arrived at both ends of the stack this week: Perplexity and OpenAI on the consumer side, Lloyds and Nymbus on the infrastructure side.
+3
Apr 9, 2026
8 min read
A special report
+8
Apr 8, 2026
10 min read
Plus: Research on AI sycophancy, agent payment rails from Coinbase and Visa, and an open model credit unions can run on-site.
Mar 31, 2026
9 min read
Plus: Citizens is spending $300M to have AI answer half its calls.
+6
Mar 24, 2026
11 min read
Plus: MSUFCU deployed an agent that finishes skip-a-pay requests without a human.
Mar 17, 2026
Plus: Fuse is paying 50 credit unions to ditch their legacy loan systems.
Mar 10, 2026
Stripe and Fiserv are building on the same rails.
generative ai
Feb 26, 2026
14 min read
Plus: TD Bank quantified $170 million in AI agent value. Treasury just published AI risk guardrails.
+4
Feb 18, 2026
New research shows smaller institutions pay four times the transition cost when they rush in without a strategy.
+5
Feb 12, 2026
Google Cloud's survey of 556 FI leaders shows where the money is going.
Feb 5, 2026
Plus: NCUA shares AI risk guidance credit unions should bookmark today
Jan 28, 2026
Plus: Why so many agents disappoint, one that actually works, and the new rules of AI trust.
