California

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What Can Credit Unions Learn From Regulators? (Part 2)

Former examiners who now serve in the credit union C-suite talk about why they switched careers and what they have to offer the cooperative movement.
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Lessons Learned From A Challenging Year (Part 1)

Credit union chief executives share takeaways from 2020 and talk about how they’ll turn challenge into opportunity in the year ahead.
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Having Grit, Giving Grace, And Celebrating Success In DEI

A reworked strategic plan and employee resource committees have helped Verity Credit Union fast-track efforts to improve diversity, equity, and inclusion.
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A Strategy To Help Credit Scores Soar

Patelco Credit Union’s small-dollar loan doubles down on financial wellness principles by helping members with low or no credit improve their financial station.
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The 10-Step Guide For Replying To Online Reviews

To maintain credibility after a rebrand, Logix FCU emphasized its online reviews. In the years since, the California cooperative has received many a five-star review. ...
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#RelationshipGoals For A California Credit Union

CommonWealth Central strikes a chord with a campaign that builds excitement among staff, members, and community.
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How Yelp Can Help Credit Unions Get Noticed

Member check-ins through the online review site helps Financial Partners move up in search results.
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A Strategy To Make Marketing Pack A More Powerful Punch

Randolph-Brooks FCU adopted an agency model for its marketing department more than a decade ago and has lessons to share for credit unions of all ...
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Financial Wellbeing Joins The Front Line At Patelco

The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.
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How To Balance Patronage Dividends And Loan Loss Reserves

Six credit unions talk about their strategies to offer members an annual payback while still ensuring adequate coverage in loan loss accounts.
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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