Impact Strategies From October 2022
October 24, 2022
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A look back at strategies and ideas that help credit unions make an even bigger difference in the communities they serve.
California
The Power Behind A ‘Strong’ Rebrand
October 10, 2022
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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.
For Patelco, Growth Is The Icing On The Cupcake
September 5, 2022
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A new shared location with a popular cupcake shop has reversed the credit union’s fortunes in San Ramon, CA, where one branch is now serving members better than two were previously.
Mentoring Program Connects C-Suite Women With Young Black Professionals
June 20, 2022
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A six-week, 1-to-1 mentoring program connects white women in senior leadership positions with up-and-coming black women in the credit union industry to open discussion around the racial divide and gender bias.
USC Credit Union Teams Up For Community Impact
May 23, 2022
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The California cooperative and two for-profit banks together launched an emergency relief fund to support vulnerable businesses struggling amid a post-COVID environment.
A Strategy To Serve Members And Build Non-Interest Income
May 16, 2022
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Top-Level Takeaways CBC Federal Credit Union launched an insurance CUSO in August 2021 to provide members with money-saving options. As an added bonus, the CUSO also adds a new source of non-interest income. The CBC Insurance Agency has already surpassed its 100-policy milestone. The credit union now has plans to offer DMV registration services in-branch.
How Bay Federal Sidesteps Cyber Threats
May 9, 2022
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The phrase the more things change, the more they stay the same was coined in 1849 France, but it is applicable to cybersecurity at U.S. financial cooperatives in 2022. The methods attackers use are always changing says Richard Roark, senior vice president and chief technology officer at Bay Federal Credit Union ($1.6B, Capitola, CA). You
7 Ways To Help Members Stretch Their Dollars As Prices Surge
May 2, 2022
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Inflation in the United States has reached a 40-year high. Food and gas prices have spiked. But credit unions are stepping in to help members stretch their dollars to the max.
Behind The Scenes Of Financial Inclusion At Travis Credit Union
April 25, 2022
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Along with hosting its first Financial Inclusion Forums — intended to be an annual event — the California credit union is making efforts to provide products and services that meet the needs of underserved consumers who might be intimidated by traditional FIs.
Strategies To Encourage Military Members To Manage Money And Build Wealth
April 18, 2022
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This Military Saves Month, check out how efforts within credit union land have earned three cooperatives the Designation of Savings Excellence.
Impact Strategies From October 2022
A look back at strategies and ideas that help credit unions make an even bigger difference in the communities they serve.
The Power Behind A ‘Strong’ Rebrand
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 ...
For Patelco, Growth Is The Icing On The Cupcake
A new shared location with a popular cupcake shop has reversed the credit union’s fortunes in San Ramon, CA, where one branch is now serving ...
Mentoring Program Connects C-Suite Women With Young Black Professionals
A six-week, 1-to-1 mentoring program connects white women in senior leadership positions with up-and-coming black women in the credit union industry to open discussion around ...
USC Credit Union Teams Up For Community Impact
The California cooperative and two for-profit banks together launched an emergency relief fund to support vulnerable businesses struggling amid a post-COVID environment.
A Strategy To Serve Members And Build Non-Interest Income
Top-Level Takeaways CBC Federal Credit Union launched an insurance CUSO in August 2021 to provide members with money-saving options. As an added bonus, the CUSO ...
How Bay Federal Sidesteps Cyber Threats
The phrase the more things change, the more they stay the same was coined in 1849 France, but it is applicable to cybersecurity at U.S. ...
7 Ways To Help Members Stretch Their Dollars As Prices Surge
Inflation in the United States has reached a 40-year high. Food and gas prices have spiked. But credit unions are stepping in to help members ...
Behind The Scenes Of Financial Inclusion At Travis Credit Union
Along with hosting its first Financial Inclusion Forums — intended to be an annual event — the California credit union is making efforts to provide ...
Strategies To Encourage Military Members To Manage Money And Build Wealth
This Military Saves Month, check out how efforts within credit union land have earned three cooperatives the Designation of Savings Excellence.
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.