Shouldn't Every Decision Be About the Member?
Members First Mindset
Join Dan Daggett and Melanie Munsey as they sit down with Tansley Stearns, CEO of Community Financial Credit Union and recent inductee into the Herstory Exhibit at America's Credit Union Museum. This powerful conversation explores how credit unions can stay relevant by making listening a superpower, creating innovation through member stories, and remembering the humble roots of the cooperative movement. Featured Guest Tansley Stearns - CEO of Community Financial Credit Union, former Filene Research Institute leader, Herstory Exhibit inductee, champion of financial wellness and collaborative...
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How Are Credit Unions Doing Managing Uninsured Collateral Losses?
Members First Mindset
The uninsured driver crisis is creating catastrophic exposure for credit union auto portfolios across America. In the latest episode of the Members First Mindset podcast, hosts , Chief Strategy Officer at , and , CEO, speak with , President of , who brings 33 years of experience helping credit unions manage insurance risks. They reveal the shocking reality that 35.7 million Americans drive without insurance due to affordability issues, while credit unions face $40,000-$75,000 total loss claims on performing loans when borrowers drop coverage. They expose the "teaser pricing" problem plaguing...
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The Power of Branding and Marketing With the CUSO M3 Group
Members First Mindset
Building a powerful brand starts with understanding who you serve and why you exist. In the latest episode of the Members First Mindset podcast, hosts Dan Daggett, Chief Strategy Officer at Credit Unions First, and Melanie Munsey speak with two marketing leaders transforming how credit unions connect with their communities: Tiffany Dowling, CEO of M3 Group, brings 23+ years of credit union marketing expertise and shares her journey from independent agency owner to CUSO leader. Melissa DeMott, Senior Client Strategist at M3 Group, leads their innovative pod system that delivers dedicated...
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Mission-Driven CUSOs: Members Mobile, Reseda Group, and FI SAFE
Members First Mindset
Host Dan Daggett, Chief Strategy Officer of Credit Unions First, is joined by guest co-host Emily Jorgensen, Manager of Training and Development at Credit Unions First, for a conversation with two leaders driving innovation in the credit union space: Ben Maxim, Chief Technology Officer at MSU Federal Credit Union and Chief Operating Officer of Reseda Group Jonathan Taylor, Executive Vice President of Partnerships at Members Mobile and founding partner of FI SAFE They explore how Members Mobile started as a way to help domestic violence survivors regain financial control and has grown into a...
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Reimagining Credit Unions: NACUSO's Roadmap for Collaboration and Growth
Members First Mindset
In this episode of Members First Mindset, hosts Dan Daggett and Melanie Munsey welcome Adam Lee, Head of Innovation at NACUSO and Ronaldo Hardy, Former President, NACUSO to discuss the future of credit unions, the ever-growing fintech landscape, and how NACUSO’s “Reimagine” approach is setting the stage for 2025 and beyond. From embracing rapid change to supporting diverse leadership, you’ll learn how NACUSO is uniting credit unions, CUSOs, and other industry partners to ensure the movement thrives for decades to come. They also share personal credit union stories that highlight the...
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Blanket LSI is a Win-Win for Member Experience and Credit Union Growth
Members First Mindset
In this follow-up episode of Member’s First Mindset, host , Chief Strategy Officer, and guest co-host , Co-Founder, continue the discussion from "Is Your Collateral Protection Program Hurting Your Members?" Joined again by CFO, and COO, they explore how transitioning from force-placed CPI to Blanket Lender’s Single Interest (LSI) insurance has brought meaningful improvements to member experience, operational ease, and financial outcomes. Dan, Jon, Jeremy, and Ashley share updates on their journey over the past 18 months, focusing on how this innovative program empowers credit...
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Even If A Business Decision Is Legal, Is It Ethical?
Members First Mindset
Join Dan and Mel as they talk about business ethics with industry leader Mike Kelly, President and CEO of TeamOnUp. In this episode, you'll learn about: The challenges credit unions face in making decisions that are both legal and ethical. The complexities of long-term contracts The importance of keeping members at the forefront of decision-making. This discussion spans personal experiences, mission management, and the critical balance between profitability and ethical stewardship. We hope you enjoy.
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The Passion Behind The Credit Union Movement
Members First Mindset
In this episode Dan and Mel are joined by Jennifer Audette, CEO of Polam Federal Credit Union, and Stephanie Smith, Executive Director of America's Credit Union Museum to discuss the rich history and unwavering passion of the credit union movement, emphasizing the 'people helping people' mantra. Filled with heartfelt anecdotes and reflections, this episode highlights how credit unions make a lasting difference in their communities
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NCUA's 2024 Supervisory Priorities: Part 2
Members First Mindset
Join Dan and Mel in the second installment of our series on the NCUA’s 2024 Supervisory Priorities, featuring special guest Tyler Gray from Lenders Compliance Technology. In this episode, we delve deep into the world of consumer compliance within credit unions, and hit on: Rhe challenges surrounding GAP insurance State versus federal regulatory expectations Potential repercussions of non-compliance on a credit union's reputation and financial stability And much more Don't miss out on this enlightening discussion. Tune in now to gain valuable insights into the credit union industry!
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NUCA's 2024 Supervisory Priorities: Part 1
Members First Mindset
In our third episode of the 'Members First Mindset' podcast, Dan and Mel bring on Pam Easley, Chief Risk Officer of Akuvo, and Steve Castagna, Chief Revenue Officer of Akuvo to discuss the NCUA's 2024 supervisory priorities. They explore the impacts of economic conditions on credit unions, including inflation, interest rates, and trends in borrowing and savings. They also hit on: Staffing efficiency Leveraging data for risk management Tailoring member service to navigate current economic challenges. Listen now to learn more!
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- Leveraging data for risk management
- Tailoring member service to navigate current economic challenges.