The Credit Union Policy Podcast NAFCU

Join NAFCU President & CEO Dan Berger, ahead of the transformation to America’s Credit Unions, as he looks back on his time at NAFCU, the moments that shaped his experience, and lessons learned during his tenure. 
  
Key Takeaways: 

Gain valuable insights into important qualities of a strong credit union leader; 
Learn about the biggest risk areas facing credit unions in the years to come; and 
Reminisce with Dan Berger as he prepares to leave the helm of NAFCU. 

 
 
Dan Berger first joined NAFCU in 2006 and helped turn the association into the premiere advocate for the credit union industry. Since becoming president and CEO in 2013, Berger, who is also an author, economist, and one of Washington's top lobbyists, is credited with bringing national attention to key policy issues, while ensuring NAFCU's members meet policymakers at the highest levels of government.
 
A well-known figure with political and financial press, Berger has been listed as one of the most influential lobbyists in Washington by The Hill newsp

Join NCUA Vice Chairman Kyle Hauptman for a deep dive into field of membership, including a recent proposed rule regarding survivorship, the federal charter versus state charters, digital banking and FOM, and how innovation may drive further changes to FOM. 
  
Key Takeaways: 

Hear an update on the NCUA’s recent rulemaking to revise the Chartering and Field of Membership Manual; 
Learn about Vice Chairman Hauptman’s perspectives on ensuring the federal charter keeps pace with state chartering rules; and 
Understand how the agency is thinking about innovation and helping credit unions to attract younger members. 

 
  
Kyle S. Hauptman was nominated to serve on the NCUA Board on June 15, 2020. The U.S. Senate confirmed him on December 2, 2020, and he was sworn in as a member of the NCUA Board on December 14, 2020. The NCUA Board approved his designation as Vice Chairman of the NCUA on December 18, 2020. Prior to his join

Join Brian Lauer, partner with the law firm of Messick Lauer & Smith P.C. and General Counsel to the National Association of Credit Union Service Organizations (NACUSO), for a deep dive into the National Credit Union Administration’s (NCUA) recent final rule on financial innovation. This rule revised Parts 701 and 714 of the NCUA’s regulations regarding the purchase of loan participations and the purchase, sale, and pledge of eligible obligations and other loans. The final rule offered greater flexibility for federally insured credit unions to take advantage of new technology partnerships with fintechs. NAFCU has strongly supported more opportunities for credit unions to develop strategic partnerships to provide more and improved products and services to members. 
 
Key Takeaways: 

Understand what the rule does and does not do, the impetus behind the rule, and what it could mean for your credit union; 
Hear expert analysis on the rule’s underwriting requirements and how that fits with the use of automated technologies like artificial intelligence and machine learning; and 
Learn about additional potential ar

Join Jason Cave, Deputy Director and Head of Fintech Strategy at the Federal Housing Finance Agency (FHFA), for a discussion of the agency’s recent Velocity TechSprint, the focus of the Office of Financial Technology, and trends in the use of technology in the mortgage lending and servicing space. 
  
Key Takeaways: 

Hear about the outcomes of the FHFA’s recent TechSprint, which focused on the impacts of data digitization in mortgage lending. 
Learn about the changing mortgage market, including the increasing role of non-depository institutions. 
Discover perspectives on the continued evolution of the mortgage market as more technology is incorporated. 

Join Jennifer Mascott, Assistant Professor of Law and Co-Director of The C. Boyden Gray Center for the Study of the Administrative State at the George Mason University Antonin Scalia Law School, to breakdown the oral argument before the Supreme Court in the case of Consumer Financial Protection Bureau v. Community Financial Services Association of America. The Court heard arguments regarding the Constitutionality of the CFPB’s funding structure. Hear insights about the most relevant arguments and questions from both parties and the Justices.   
 
Key Takeaways:  

Learn about the most critical issues for the Court to resolve in this important case. 
Understand the nuances of the challenge regarding the Appropriations Clause of the U.S. Constitution. 
Discover expert insights on what we can glean from the Justices’ questions and parties’ arguments. 

 
 
Jennifer Mascott is Assistant Professor of Law and Co-Director of The C. Boyden Gray Center for the Study of the Administrative State at the Antonin Scalia Law School. Professor Mascott writes in the areas of administrative and constitutional law and the separation of powers, and she serves as a Supreme Court contributor for NBC News. Read full bio.    

Join Charlotte Nemec, President and CEO of Canopy Credit Union in Spokane, Washington, and recent winner of NAFCU’s CEO of the Year award, for a discussion about women in leadership. Learn about some of the challenges Nemec has encountered and how she’s found inspiration and balance in her leadership journey. 
 
Key Takeaways:  

Hear about Nemec’s experience and leadership trajectory in the credit union industry. 
Dive into the unique challenges that women in leadership face, especially those at a smaller credit union. 


Discover key insights for successful leadership strategies. 

 
Charlotte Nemec began her career in the credit union industry in 1995 and currently serves as President/CEO of Canopy Credit Union (Spokane, WA). Nemec is passionate about the success of her team, Canopy’s members and the community. Canopy is a designated Community Development Financial Institution that strives to create a happier and healthier community through financial inclusion. Nemec is well known in the credit union community for her insightful, authentic approach to leadership and was named NAFCU CEO of the Year in 2023. She is supported by her husband, daughter and the team at Canopy Credit Union.