Ricky Spears is Founder and Principal Consultant at CU Logics. His specialty is finding repetitive, time-consuming operational processes and building practical systems that make those processes faster, more reliable, and easier for employees to manage.
From 6 Hours to 15 Minutes: Automating Portico Payroll Exceptions
I developed an application called the Portico Payroll Processor to automate the process of identifying and entering payroll exceptions into Portico.
Portico Statement Messages Made Easy
I found it tedious to craft statement messages consisting of 4 lines of 60 characters each, so I created the Portico Statement Message Assistant.
From Script Sprawl to Scalable Automation: How One Credit Union Scaled Report Delivery from Fiserv to SharePoint
How one credit union replaced script sprawl with a scalable framework for automated report delivery into SharePoint Online.
AI Enforcement and Accountability for Credit Union Staff
Clear accountability strengthens AI governance. Learn how credit unions can define reporting, escalation, and enforcement for AI policy violations.
AI Training Requirements for Credit Union Staff
Generative AI policies only work if employees understand them. Without training, staff may unknowingly upload sensitive information, misuse AI-generated content, or rely on tools that have…
Oversight and Monitoring for AI Usage in Credit Unions
Credit unions do not need invasive monitoring programs to govern AI usage responsibly. But they do need to establish basic administrative oversight so leadership can demonstrate…
Managing Member Data in Generative AI Tools
Generative AI tools are powerful—but member data cannot be treated like ordinary information. Learn how credit unions can govern the use of member data in AI…
Defining Prohibited Data Categories in AI Policies for Credit Unions
Generative AI tools can improve productivity across a credit union, but the primary risk is not the technology—it is the data employees upload into those systems.…
Approved AI Platforms for Credit Unions
Before credit unions can govern AI usage, they must decide which platforms employees are allowed to use. This article explains how to define approved generative AI…
AI Acceptable Use Policy Framework for Credit Unions
Artificial intelligence is already being used inside your credit union—formally or informally. The question is whether its use is governed intentionally.