A Short Guide To Compliance With The New Succession Planning Rule
Check all the right boxes while tying your credit union compliance efforts to strategy.
Check all the right boxes while tying your credit union compliance efforts to strategy.
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
Two programs for aspiring volunteers are building a steady pipeline of ready-to-step-in leaders that trickles up to the director level.
A report from Quantum Governance reveals a gap between board recruitment priorities and the most valuable skills in governance.
Fair, transparent succession helps credit unions strengthen board effectiveness, align leadership with strategy, and safeguard member value.
Six credit union leaders share how they are balancing innovation and governance while deploying new tools.
Six credit union leaders share how they are balancing innovation and governance while deploying new tools.
Strategic succession, board development, and CEO accountability are evolving. Learn how board governance can unlock competitive advantages in today’s shifting landscape.
CEO Jason M. Osterhage shares what happened when his organization adopted board term limits and reckoned with the downstream implications.
Putting people first has transformed the Illinois-based cooperative into a local powerhouse that stands apart from the competition — and this is only the beginning.

Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adoption new technology and embrace efficiencies.

Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and credit union performance.

Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk away.

Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.

A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.

Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.

MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.

Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.

The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
A Short Guide To Compliance With The New Succession Planning Rule