Callahan Roundtable Archives | Page 4 of 16

Line chart showing fee income and other operating income as a percentage of assets at credit unions from the fourth quarter of 2020 to the fourth quarter of 2025, with fee income growing faster than other operating income during the time frame.

What’s Next For Credit Union Earnings?

Omar Shalabi

As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.

Bar chart showing projected wealth inheritance by generation, with Gen X inheriting approximately $30 trillion in the next decade.

The Great Wealth Transfer Is Also A Relationship Transfer

Savana Morie

Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.

The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It

Callahan & Associates

Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.

Fresh Risks For Financial Markets

Jason Haley

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

What’s In A Name: AVP Of Member Insights

Aaron Passman

At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.

At Cardinal Credit Union, Small Investments Offer Big Financial Lessons

Aaron Passman

The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.

Tom Sievewright, ALM First Executive Benefits

How Compensation Blind Spots Impact CEO Retention And Succession

Callahan & Associates

Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.

What Makes Good AI Policy? Start With Curiosity And Accountability.

Marc Rapport

As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.

Governance And Guardrails Help Credit Unions Navigate AI

Aaron Passman

How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.

What’s In A Name: Chief AI Officer

Aaron Passman

As Hudson Valley Credit Union’s artificial intelligence chief, Preetha Sekharan holds a rare role in the industry, but it’s one that is likely to become far more common in the future.