Human Resources

Succession Planning

By Rebecca Wessler | July 20, 2020

Industry leaders talk about how they cultivated a career in credit unions and how credit unions across the United States can recruit enthusiastic employees to fill tomorrow’s leadership bench.

By Rebecca Wessler | June 15, 2020

Industry leaders talk about how they cultivated a career in credit unions and how credit unions across the United States can recruit enthusiastic employees to fill tomorrow’s leadership bench.

By Rebecca Wessler | May 26, 2020

Doug Fecher, CEO of Wright-Patt Credit Union, dishes on why he joined the credit union industry and how other cooperatives can entice young, up-and-coming leaders to do the same.

 

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By Rebecca Wessler | May 26, 2020

Industry leaders talk about how they cultivated a career in credit unions and how credit unions across the United States can recruit enthusiastic employees to fill tomorrow’s leadership bench.

By Callahan & Associates, Inc. | July 16, 2019

Join Callahan & Associates and Kathy Martin, senior vice president of development and support at Directions Credit Union, for a discussion about how the cooperative is retaining talent and developing future leaders.

By E.C. Harrison | May 20, 2019

Employee training and leadership development programs go hand in hand with succession planning. Find out how credit unions are dealing with the tight job market to retain the best employees and position them for leadership roles.

By Marc Rapport | Jan. 21, 2019

People in the know share what they know as the new year unfolds.

By Rebecca Wessler | Jan. 29, 2018

Five can’t-miss data points this week on CreditUnions.com.

By | Jan. 29, 2018

A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.

By Callahan & Associates | Dec. 8, 2017

Join Callahan & Associates and Andy Grimm, CEO of Apple FCU for a discussion on the credit union's succession and onboarding plans.

By Sharon Simpson | Oct. 16, 2017

Kathy Elser talks about her first six months at the helm of SF Fire Credit Union.

By Sharon Simpson | Sept. 25, 2017

In this Q&A, Terry Settle of Old Ocean FCU talks about serving as a remote CEO, the range of opportunities the model has presented, and the similarities with the models of larger credit unions.

By Sharon Simpson | Aug. 28, 2017

Andy Grimm has been with Apple FCU for more than 20 years, but he's been CEO for less than two months. In this Q&A, the chief executive offers advice for old-timers taking on a new role.

By Sharon Simpson | Aug. 7, 2017

A long-term approach to succession at Tower FCU ensured a smooth passing of the torch at the top level of leadership.

By | July 11, 2017

A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.

By Erik Payne | May 15, 2017

The impending retirement of Truity Credit Union’s CEO prompted the cooperative to prepare for other C-suite departures.

By Marc Rapport | Dec. 20, 2016

Overlooked editorial gems provide insight and inspiration for the challenges and opportunities that lay ahead in 2017.

By Jon Jeffreys | Dec. 6, 2016

This financial cooperative decided to stake its future on hiring a new leader based on mission, credit union experience or not.

By Callahan & Associates | Dec. 1, 2016

A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.

By Chris Howard | Aug. 25, 2016

In episode No. 625, Callahan vice president Chris Howard and Mike Lawson discuss what credit unions can gain from a team-focused approach to development.

By Marc Rapport | July 18, 2016

In May 2016, industry maverick Jim Blaine announced his retirement from State Employees’ Credit Union. His successor, longtime SECU executive Mike Lord, was named soon after. In this ongoing series, CreditUnions.com details Blaine’s history with the credit union and the movement, how SECU arrived at a successor, and what’s next under Lord for the $30 billion institution.

By Marc Rapport | June 17, 2016

NAFCU conference attendees hear of hope for change in Washington, how size and gender matters in executive pay, and that risk management includes reputations.

By Marc Rapport | June 15, 2016

Credit unions correlate giving back and growing loans, while accounting standards and succession planning spur table talk.

By Aaron Pugh | Aug. 10, 2015

How Arizona’s largest credit union acquires top talent for its professional, management, and senior leadership roles.

Feature
Anatomy Of BECU

By Aaron Pugh | April 14, 2015

The ANATOMY series is a quarterly, multi-feature profile that explores the strategies and analyzes the performance of an exemplary credit union.

By Drew Grossman | Jan. 22, 2015

Originally bound to the railroad industry, this once-small cooperative struck out on its own and is now on track to become Southwest Virginia’s premier financial institution.

By Callahan & Associates, Inc. | Dec. 22, 2014

Educators Credit Union discusses the Leadership Educators internal training program.

By Erik Payne | Nov. 24, 2014

From months of planning to guest speakers from the industry, these credit unions know how to prepare for the biggest meeting of the year.

By Rebecca Wessler | Oct. 13, 2014

Doug Fecher, CEO of Wright-Patt Credit Union, talks about leadership styles and what it takes to be the driving force behind a credit union.

By Rebecca Wessler | Oct. 13, 2014

NavyArmy witnessed a year of growth and change in 2013. Now, CEO Sarah O’Brien is preparing to steer the credit union into its next phase of development.

By Rebecca Wessler | Aug. 3, 2014

The ANATOMY series is a quarterly, multi-feature profile that explores the strategies and analyzes the performance of an exemplary credit union.

By Sharon Simpson | July 28, 2014

Langley FCU chief executive officer, Tom Ryan, shares the credit union’s journey and results from its transition to a faster-paced, more collaborative culture.

By Drew Grossman | July 14, 2014

Incoming MECU CEO Gary Martin and outgoing CEO Bert Hash, Jr. talk about how the credit union pulled off a smooth transition of power.

By Drew Grossman | July 9, 2014

Finding a replacement for any key employee can be difficult, so how do you go about finding successors for those iconic, one-of-a-kind leaders who represent the guiding force behind your institution?

By Leigh Anne Terry | July 9, 2014

A look at the advantages and perils of having your brand tied to a visionary figurehead.

By Drew Grossman | July 7, 2014

What’s the secret to rotating executives to different positions successfully? Weekly meetings, low turnover, and trust.

By Erik Payne | June 27, 2014

Now at a turning point in its history, MECU looks back at a transformation that has been 20 years in the making.

By Sharon Simpson | April 28, 2014

Associate and emeritus positions prepare new members for board responsibilities and pass on institutional knowledge from veteran members.

By Sharon Simpson | Feb. 1, 2014

BECU’s head of Internet talks strategy and skill set in a changing financial services environment.

By Erik Payne | Jan. 17, 2014

What can credit unions learn about talent management from the appointment of Burberry’s new CEO?

By Drew Grossman | Aug. 12, 2013

Travis Credit Union’s volunteer training program develops ambassadors and primes members for leadership roles.

By Aaron Pugh | Aug. 12, 2013

A by-the-numbers look at the benefits and drawbacks of term limits for board members.

By Aaron Pugh | June 4, 2013

This credit union knows how to make the best of hard times and capitalize on good ones.

By Brooke C. Stoddard | March 22, 2013

Experts weigh-in on American Flag Credit Union, whose Board chair needs advice on how to ensure viability and success during an unexpected CEO departure.

By John Redding & Richard Kamm | March 18, 2013

American Flag has no qualified internal candidate, so postponing the hiring of a permanent CEO might be the best move.

By Susan Mitchell | March 18, 2013

Unexpected requirements cause no worry when leadership is on board with a transition plan.

By Tony Ward-Smith | March 18, 2013

If the Board is willing to unite behind a mission dedicated to members, then you can pull out of difficulties.

By Chip Filson | March 18, 2013

Ferling should assess American Flag’s strengths and formalize a multi-pronged plan.

By Rhonda Cooke | March 18, 2013

An interim CEO and Board retreat will help the credit union get back on its feet with a solid plan and timeline.

By Yun Ma | March 18, 2013

In PenFed’s unconventional leadership program, vice presidents take turns running nearly every department.

By Aaron Pugh | Oct. 26, 2012

The loss of CEOs, C-level executives, board members, and other key individuals can pose a challenge to overcome.

By Rebecca McClay | Sept. 26, 2012

In an increasingly competitive hiring market, more credit unions are emphasizing incentivized pay.

By Aaron Pugh | Sept. 17, 2012

How three separate, well-performing Ohio credit unions identified an opportunity to grow collectively, while keeping their local identities intact.

By Rebecca Wessler | April 10, 2012

There's no place like Spokane, WA when it comes to markets that are favorable toward credit unions.

By Rebecca McClay | March 27, 2012

Georgetown University students shadow their predecessors closely before becoming executives of GUAFSCU, a student-run credit union.

By Brooke C. Stoddard | Feb. 27, 2012

SACU’s former CEO built relationships with its leaders that last long after they move on.

By Aaron Pugh | Nov. 7, 2011

A new take on innovation puts employees in control of everything from fixing glitches to building branches.

By Rebecca Wessler | Oct. 24, 2011

Doug Fecher, CEO of Wright-Patt Credit Union, offers a new leader advice on how to take the helm of a financial cooperative.

By Aaron Pugh | April 5, 2010

Volunteer efforts by the members, for the members, maximize a credit union’s resources.

By Chris Tissue | April 1, 2010

This edition is brought to you straight from the corporate communities that use this holiday to have a little fun and show some personality. And from the letters C and U.

By Callahan & Associates | April 1, 2010

Owners expand CUSOs for any number of reasons, but the steps to expand should be followed with care. Owners need a business plan, the right price for shares, a time limit on the offer, and rules for new owners. Taking the time to prepare an offer pays off in attracting both capital and new partners to make the expanded CUSO successful.

By Callahan & Associates | April 1, 2010

Unexpected retirements and no need to worry when leadership is on board with a transition plan.

By Callahan & Associates | Nov. 10, 2008

Dane Coalson, one of Callahan’s Industry Analysts, recently sat down with John Dolan-Heitlinger, a seasoned credit union marketing executive. In a candid conversation on effective approaches to communicating with CEOs, Dolan-Heitlinger sketched out his approach to working well with a chief executive.

By Leigh Anne Terry | Oct. 13, 2008

Are you spending too much time looking for your organizations’ leader instead of helping a current employee achieve that goal?

By Dane Coalson | Sept. 22, 2008

With their region devastated and all of their branches rendered inoperable, Navigator found a way to triumph over the destruction wrought by Hurricane Katrina.

By Callahan & Associates | Aug. 25, 2008

A former banker explains his personal conversion to credit unions and opportunities in the industry.

By Leigh Anne Terry | March 31, 2008

Your CEO is unable to perform his/her duty due to an illness, death, or sudden/unplanned departure. What do you do?

By Leigh Anne Terry | March 24, 2008

Evaluating a candidate for a senior level management position? Evaluating the resume is just the beginning of your assessment process.

By Seena Faqiri | Jan. 14, 2008

Does your credit union have a succession plan? Fifty eight percent of organizations have some type of succession plan, yet, only 29 percent consider their program formal.