California

Callahan Collections

A Deposit Strategy 5 Years In The Making

Technology Credit Union has repositioned its balance sheet to prepare for today’s rate environment.
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Happier Hours For Happier Members

New technology at Pioneer FCU offers two ways members can bank on their own time.
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Employee Roundtables At Orange County’s Encourage Learning And Accountability

The credit union’s quarterly MSR-only events facilitate peer-to-peer learning, best-practice sharing, and network building.
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How To Harness The Energy In Solar Lending

In just four years, San Diego Metropolitan Credit Union has funded more than $75 million in energy-efficient home solar voltaic systems.
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Negative Histories Need Not Apply

More stringent accuracy rules will force credit bureaus to leave liens and judgments out of millions of credit reports.
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A 3-Year Mission To Explore 4 Visions

San Mateo Credit Union’s strategic plan is a primer for how to set goals and stay the course.
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Card Conversion Makes For An Intense Year

How converting to a new card processing platform turned out terrific results at a California credit union.
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Tips To Improve Website Accessibility

How one California credit union worked with a blind member, his attorneys, and a technology provider to improve website usability.
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How KeyPoint Made $7.2 Million On Investments In 2017

The Silicon Valley cooperative consistently ranks among the top performers nationally in terms of yield on investments.
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12 Ways To Invigorate A Closed Field Of Membership

How a small San Diego credit union uncovered a novel way to catch the attention of non-members.
What’s In A Name: Chief Efficiency Officer

What’s In A Name: Chief Efficiency Officer

Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn behind the scenes fixes into front line — and bottom-line — wins.

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Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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