Members First Mindset

In this episode of Members First Mindset, Dan Daggett and Melanie Munsey sit down with Nate Anderson, President and CEO of Rekindle, and Tony Kitt, CEO of Plexcity, to talk through one of the harder decisions any organization faces: when to stop doing something yourself and trust a partner to handle it. Both guests have built businesses around that question, and Credit Unions First answers it from...

In this special episode of Members First Mindset, Joshua Barclay (host of Grow Your Credit Union) takes over hosting duties to dive deep into Credit Unions First — the CUSO behind the podcast. Joshua sits down with Dan Daggett, Melanie Munsey, and Emily Jorgensen to illuminate what Credit Unions First does, their mission, and the problems they're solving for credit unions. Key Topics Discussed: Th...

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 mov...

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 Dan Daggett , Chief Strategy Officer at Credit Unions First , and Melanie Munsey , CEO, Credit Unions First speak with Scott Eckerty , President of HUB Financial Services , who brings 33 years of experience helping credit u...

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 marketi...

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...

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...

In this follow-up episode of  Member's First Mindset , host Dan Daggett , Chief Strategy Officer, Credit Unions First and guest co-host Jon Jorgenson , Co-Founder, Credit Unions First continue the discussion from "Is Your Collateral Protection Program Hurting Your Members?" Joined again by AMOCO Federal Credit Union's CFO, Jeremy Silva and COO, Ashley Carner, they explore how transitioning from fo...

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, miss...

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 lasti...

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-complianc...

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 effici...

Join Dan and Mel as they dive into a profound discussion on the future of credit unions with guest Denise Wymore , marketing manager for small credit unions, at Zest. AI . In this episode you can expect to learn more about: The reasons behind the declining number of credit unions The challenges faced when trying to start a credit union Solutions to breathe new life and diversity into our industry...

Join Dan and Mel as they talk about the benefits of Blanket LSI over Force-Placed CPI and interview Ashley and Jeremy of AMOCO to talk about their experience switching from Force-Placed to LSI.