Michelle Dahl

CDFI CUs have been my passion for the past 10 years since becoming a DE. It has been rewarding to see so many credit unions embracing what community development represents and its impacts, including the benefits of advisory boards. The advisory boards can be so instrumental and impactful in assisting CDFIs and CUs in general in continuing purpose and mission. CU Strategic Planning Callahan & Associates, Inc. Leaders Credit Union Southland Credit Union #cdfis #financialinclusion #financialempowerment #peoplehelpingpeople #creditunions

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🔑 Jeffrey Martinez: A Visionary Leader in Financial Inclusivity 🔑 In the ever-evolving banking industry, leaders like Jeffrey Martinez, Executive VP & Head of Branch Banking at PNC, are bridging gaps by focusing on financial inclusivity for underserved communities. With over two decades in banking and overseeing 2,300 branches across the U.S., Jeffrey’s commitment to innovation, inclusion, and mentorship is setting a new standard in the industry. From digital transformation to ensuring human connection remains at the core of banking, his leadership is an inspiration for those looking to create meaningful impact. “Our goal at PNC is to strike that balance.” ⚖️ 📰 Read the full article in our latest edition of Latino Leaders to dive deeper into Jeffrey’s story and vision for the future of finance. https://lnkd.in/gKKwqzfc Want more? Follow us for exclusive insights from the Latino leaders shaping tomorrow’s industries. #LatinoLeaders #FinancialInclusion #Leadership #LatinoSuccess #JeffreyMartinez #PNCBank #BankingInnovation #101MostInfluentialLatinos #LeadershipInAction #FollowUs

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Transpire - Global Director Network Community Knowledge Share Event 𝗧𝗵𝗲 𝗠𝗼𝗱𝗲𝗿𝗻 𝗖𝗿𝗲𝗱𝗶𝘁 𝗨𝗻𝗶𝗼𝗻 𝗕𝗼𝗮𝗿𝗱 Monday 22 July 13:𝟶𝟶 - 13:45 BST This month's Transpire Community Knowledge Share will be led by Harry Partington and Denis Lindsay! A credit union is a co-operative community bank, owned by its members, authorised by the PRA and regulated by the FCA. Credit unions are transforming to significantly improve financial inclusion in a digital world. 🌐 To be commercially sustainable, there is a need to broaden the member base to offset the higher risks of delivering positive social impact to those most in need. Modern credit union Boards require social impact, digital and people skills but also banking, risk management and finance experience. 📈 Transpire Members register here to join the debate! https://lnkd.in/eCxRZ-2f Not yet a Transpire Member? Join us today! https://lnkd.in/ed6trtEz #NED #boardofdirectors #corporategovernance #creditunion

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Our communities are evolving. From multi-generational households and older adults to economically depressed communities and families who are displaced, credit unions and community banks can cultivate meaningful and lasting relationships by focusing on their own unique strengths and the needs of different communities. Who we think about when we design solutions matters just as much as who we are not thinking about. In the land of possibilities, everyone deserves a chance. Every voice matters. My latest ... "Banks, It's Time To Address The Needs Of All Communities" via Forbes. #financialservices #fintech #financialinclusion #smallbusiness https://lnkd.in/ekgPEQbH

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Honored to present the first of three webinars in a series for American Bankers Association yesterday. This webinar touched upon common advisor mistakes and how to avoid them and the 4 tenants of being a successful advisor. I am so happy that the webinar was so well received and thank Dave Coffaro and Cari Hearn for hiring me to create and present this new content. If you want to check out the rest of the Modernize How to Connect with Today’s Wealth Clients Series, visit https://lnkd.in/dx9D6M5J #AmericanBankersAssociation #ClientWebinar #FinancialAdvisor #Unleashyourtruevalue

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Fear and innovation don’t go together. Yet in most organizations, change creates a lot of fear. Something I’ve learned driving digital transformation across many banks and credit unions? Our solutions need to consider emotional factors first. When we create a culture of excitement and opportunity for adopting new tools or tech… We get more buy-in. And buy-in makes implementation easier. Focusing on this is always worth it.

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Defining DEI: A Strategic Imperative To ensure that DEI remains a cornerstone of your credit union's mission, it is imperative to define the term in your own words. By taking ownership of the narrative, credit unions can proactively activate the fundamental principles of their mission and avoid being swayed by external influences. By defining DEI in a manner that aligns with your credit union's values and goals, you can cultivate a more inclusive and equitable environment for your members and employees.

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For community banks, a digital strategy is no longer optional 📱💵 In our new guide, learn how to partner with fintechs and what it takes to launch. https://lnkd.in/gWjUcrsi

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Real growth occurs through collaboration. Engaging in discussions about maximizing leadership strengths can profoundly impact community banks and their teams. Maximizing your leadership team starts with a conversation - Let's Talk - https://lnkd.in/g6RGYqQn #TransformationalLeadership #CommunityBanking #EffectiveLeadership

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Interested in discovering how Level Up Facilitation Group can enhance your bank or credit union’s internal training strategy? Let’s chat about how we can support your team’s success and get you prepared for 2025! ReachBobbi.com LevelUpFacilitation.com

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Kitchen table issues remain front and center for many customers and members at #communitybanks and #creditunions. Offering a checking product that delivers real value to them is the kind of brand reinforcement community FIs can't buy. Delivering not just value in a product but value across customers/members' lives is why BaZing has been boosting primacy, organic growth, and noninterest income to hundreds of community FIs that have joined us. What's more, as banking continues to become more competitive, BaZing helps community FIs differentiate from the competition. #banks #banking #communitybanks #creditunions #checkingproducts #primacy

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🔥 Last Chance! Join us today for “All Access: OPEX Financial Services” – a free webinar series. Learn how operational excellence can transform financial services. Our expert panel includes leaders from Wells Fargo, PNC Bank, The Nottingham Building Society, and Navy Federal Credit Union. 🔴 Don’t miss out! Register now: https://lnkd.in/gBfPFqQT #OperationalExcellence #FinancialServices #WebinarToday

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🚨Last Call: Credit Transformation & Funding Prep Program 🚨 ⏳ Less than 24 hours left on our exclusive offer! As a personal and business funding consultant, I've seen how transformative good credit can be. That's why I'm offering a special deal on our CreditLift Accelerator Program What's included: Personalized credit repair strategies Funding readiness assessment Expert coaching to boost your FICO score 🆕 Now with a flexible split pay option! Don't miss this opportunity to set yourself up for funding success. Whether you're an entrepreneur seeking business capital or an individual looking to improve your financial health, this program is your first step. Comment "CREDIT" or DM me to secure your spot before the clock runs out! #CreditCoaching #BusinessFunding #FinancialSuccess

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Too many banks and credit unions can’t distinguish between their good and their great customers. The 80/20 rule is a real thing… At most FIs, it’s more like 90/10. In nearly ever institution, a small percentage of customers drive the majority of profit and market influence. We can help you identify this group at Gemineye… And speaking from experience? You really need to know who these people are.

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"I wish the CDFI industry would realize how much we’re leaving on the table when we limit the tools that we’re using only to support entrepreneurship. Not all people from low-income communities are or want to become entrepreneurs. Borrowers served by CDFIs should not be incentivized to start businesses simply because capital may be available to them. However, they will almost certainly benefit from not having to rely on payday lenders and fringe financial service providers. Consumer lending has so much value and ability to drive impact for people who are low-income and credit-thin.    CDFIs are investing in making communities healthy; however, it often seems that, as an industry, we could do more to prevent predatory lenders from extracting funds from vulnerable populations." - Kasra Movahedi CDFI Credit unions provide a vast majority of all consumer lending attributed to all CDFIs. We should challenge ourselves to continue to innovate to offer financial inclusion opportunities to all.

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The release of Grief Recovery for Adults is next week, and in it I introduce the PURPOSE framework. Starting our PURPOSE sequence with Perceiving Reality: It’s about seeing your grief for what it is. This clarity is the cornerstone of healing. #GriefJourney

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CFPB launches process to recognize open banking standards The CFPB has introduced a new rule requiring standard setters to demonstrate certain attributes. These standards can help implement the Personal Financial Data Rights rule and accelerate the financial system's move towards open banking. The CFPB will not recognize organizations rigged in favor of industry players, and the process must be open to all interested parties. The standard-setting body must use documented policies, provide ample notice, review drafts, and access to other participants' views. It must also have an impartial process for resolving conflicting views. #FutureOfBanking #openbnking #TransactionBanking #BankingTransformation #bankinginnovation https://okt.to/Bc31vr

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Embracing staff empowerment is key to cultivating a vibrant and resilient organization. https://brev.is/8dMK8

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