How Patelco Credit Union Aligned Its Leadership Team Around Strategy, Language, And Framework
The California credit union gained the framework for team collaboration on innovation through the Callahan Leadership Team Development program.
The California credit union gained the framework for team collaboration on innovation through the Callahan Leadership Team Development program.
Continued loan demand draws down investment balances.
Credit unions should provide as many mobile solutions to their cardmembers as reasonably possible while watching for new innovations to emerge.
A new multi-channel alert system provides immediate paybacks for CSCU credit card clients.
A mobile strategy should not be based solely on the specific products offered. Instead, applications should fit into the consumer experience right now.
Automating processes by the batch saves time, effort, and money while increasing accuracy and reducing member visits to the branch.
Common barriers and common sense solutions to help credit unions get ahead of the competition and get past those barriers to achieve the results they want.
Low rate environment and soaring student debt lead to growing refinance boom in student lending.
Callahan’s LTD program combines Harvard Business School learning with collaborative, hands-on problem solving.
Establishing relationships across generations helps ensure future success for heirs and business for advisors.

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.