Financial Performance

Learning from a Dual-Marketing Strategy

With a dedication to its members and to the spirit of family, Affinity Plus has made giving back a major priority. With a dual-marketing strategy, Affinity is learning from both its local and national partnerships.

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Features

Finding Success at “Ministry Banking”

Evangelical Christian CU serves ministries and even considers itself a kind of ministry as well – a ministry that helps other ministries by lending to ...
Features

CEO Interview: Incorporating Strong Principles

VUMCU works closely with Virginia 's Methodist churches to foster innovative small loans while working to expand into larger church loans and grow its membership.
Features

CEO Interview: Looking for Impact

David Mooney, a former JPMorganChase banker, talks about his work to convert United Airlines Employees CU to Alliant CU.
Features

Using Referrals Effectively to Gain Wallet Share

Patelco Credit Union tracks referrals from front line staff to their investment program. Doing so has lead to increased wallet share.
Features

A Lot of People Thought I was Nuts.

After moving to a credit union one-third the size of his former bank, Richard Hurt was asked to take the credit union to the next ...
Features

Recruited to Help with a Community Focus

Wide experience in various for-profit financial institutions allowed Simone
Lagomarsino a broad perspective on credit union strategy and tactics.
Features

People Before Profits Turning a Normal Banking Process Upside Down

You shouldn't have to wait for your first million to see a decent return on your money, was the message of BECU's ($7.6B, Seattle, WA) ...
Features

Learning from a Dual-Marketing Strategy

With a dedication to its members and to the spirit of family, Affinity Plus has made giving back a major priority. With a dual-marketing strategy, ...
Features

Darwinism vs. Intelligent Design

According to Ed Callahan and Bucky Sebastian, the future share and direction of the credit union industry may lie in the hands of mid-sized credit ...
Features

Employee Incentives and Credit Union Results (part 2)

In Part 2 of this series we explore the performance of credit unions with incentive programs. Is there a correlation between staff incentives and operational ...

CreditUnions.com Top Picks For 2025

The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence the cooperative movement.

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