CEOs Asked to Help 'Shape' America's Credit Unions

What will America’s Credit Unions look like/?

In an email late last week, CUNA and NAFCU officials have asked for input from credit union CEOs to help shape what America’s Credit Unions will be, if the merger of the two organizations is approved.

The email, according to NAFCU and CUNA, included a survey as part of “the ongoing effort to collect feedback on the proposed merger and what products and services the new association should offer,” and stated that “the survey seeks insights into credit union leaders’ expectations on timeline, focus areas, areas in need of transformation, communication preferences and more.”

CUNA and NAFCU announced the proposed merger to create America’s Credit Unions on Aug. 1. CUNA President/CEO Jim Nussle will lead the new organization and NAFCU President/CEO Dan Berger plans to step aside to pursue other opportunities at the end of the year.

CUNA and NAFCU members are currently voting on the proposed merger and voting closes at 5 p.m. EST on Nov. 1.

A series of virtual forums for credit union CEOs begins this week where Nussle and Berger will take questions from credit union leaders about the proposed merger.

Earlier this month, Nussle announced the transition teams who will spearhead efforts during the merger process. Those positions include the following:

Culture

• Jim Nussle, CUNA president/CEO
• Jill Tomalin, CUNA EVP and COO
• Anthony Demangone, NAFCU EVP and COO

HR/Talent

• Executive Sponsor: Anthony Demangone, NAFCU EVP and COO
• Team Lead: Scott Lopez, CUNA vice president of human resources & organizational development

IT/Data

• Executive Sponsor: Jill Tomalin, CUNA EVP and COO
• Team Lead: Eric Miller, NAFCU vice president of information technology

Finance & Accounting

• Executive Sponsor: Jill Tomalin, CUNA executive vice president and COO
• Team Lead: Eddie Rivera, CUNA CFO

Governmental Affairs Conference 2024

• Executive Sponsor: Todd Spiczenski, CUNA EVP, chief products and services officer
• Team Lead: Willie Benjamin, CUNA vice president of conference and meeting experience

Advocacy

Executive Sponsor: Anthony Demangone, NAFCU EVP and COO

Team Leads:

• Greg Mesack, NAFCU SVP of government affairs
• Jason Stverak, CUNA deputy chief advocacy officer

Marketing, Communications & Branding

• Executive Sponsor: Greg Michlig, CUNA EVP and chief engagement officer
• Team Lead: Meghan Small, NAFCU vice president of communications and media relations

Digital

• Executive Sponsor: Greg Michlig, CUNA EVP and chief engagement officer
• Team Lead: Nikki Daniels, CUNA vice president of digital

Education & Products

• Executive Sponsor: Todd Spiczenski, CUNA EVP, chief products and services officer
• Team Lead: Kristen Teegarden, NAFCU vice president of events

Compliance

Executive Sponsor: Greg Mesack, NAFCU SVP of government affairs

Team Leads:

• Nick St. John, NAFCU director of regulatory compliance
• Jared Ihrig, CUNA chief compliance officer & counsel

Service Partner Relationships

• Executive Sponsor: Greg Michlig, CUNA EVP and chief engagement officer
• Team Lead: Randy Salser, NAFCU Services president