Credit Union Strategy & Performance Interview: More Attention to the Capital Position
The fundamentals remain good, but Meritrust CU is keeping a sharper eye on the financials.
The fundamentals remain good, but Meritrust CU is keeping a sharper eye on the financials.
Financial Partners is making sacrifices, lowering rates, and raising some fees, but its service holds onto members.
While these programs have received a lot of attention in the media, BECU offered new insight into its marketing strategy and its next steps.
By matching goals to components of the retirement cycle, Mission hopes to meet the needs of members as they reach their Golden Years.
Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.
While many credit unions are finding success in share certificate growth, others are pursuing innovative strategies to achieve results in regular share, money market and share draft accounts.
Learn about Jim Blaine’s focus on members’ financial needs.
Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit union difference – allowing members to set their own rates and create their own accounts.
Backed by record-setting financials but with low member growth, Pete Sainato, CEO of Justice FCU, is instigating a program of significantly boosting return and value to members.
How Oxford FCU is having success with its’ two-pronged strategy that is attracting younger members and driving up debit card usage.

Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.

St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.

Traditional risk tools alone aren’t enough. Portfolio protection must evolve to meet members within the lending experience itself.

The Ohio cooperative is refining the role of its foundation to clarify what belongs within the credit union and what belongs under its charitable arm, strengthening focus and long term strategy for both.

The credit union migrated its on-premises contact center and implemented workforce management software to maximize efficiency, minimize costs, and provide a better member experience.

A new approach to vehicle affordability for credit unions.

Youth banking programs, in-school branches, and a warm handoff to adulthood builds habits and relationships that last well beyond graduation.

Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.

Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.