Exit Interview: Dave Roughton, SAFE Credit Union
From the coin vault to the corner office, Dave Roughton looks back on a career and to the future of an industry with impact in mind.
From the coin vault to the corner office, Dave Roughton looks back on a career and to the future of an industry with impact in mind.
The California-based cooperative is writing loans for small properties to help combat the affordable-housing crisis.
Along with GivingTuesday, the California cooperative takes part in an annual Sacramento-based event that supports local nonprofits.
A look back at strategies and ideas that help credit unions make an even bigger difference in the communities they serve.
Retail banks and credit unions were among the first industries to focus on customer experience. These roles demonstrate how any cooperative can improve upon theirs.
A pair of Sacramento-area credit unions have embarked on a relatively unique partnership, sharing a single facility to serve their respective memberships.
AI, chat bots, autonomous programs, and more are improving member service and back-office efficiency.
A relationship with the university’s Dashew Center will help the California credit union reach incoming international students, some of whom have already joined the cooperative.
A look back at strategies and ideas that help credit unions make an even bigger difference in the communities they serve.
A charter change and FOM expansion prompted Kern Schools FCU to rebrand as Valley Strong, but it’s a new growth mindset that has turned the cooperative into a financial force.

Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.

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.

Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.

The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.

A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.

When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.

From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.

Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.

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.

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