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.
Wide experience in various for-profit financial institutions allowed Simone
Lagomarsino a broad perspective on credit union strategy and tactics.
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) commercial to promote their Member Advantage and Early Saver Programs, for members younger than 18.
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.
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 union CEOs.
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 results?
Strategic planning has become an important initiative by credit union executives to plan for future success and remain competitive.
After discussing Neighborhood CU’s community charter strategy, Mark Arnold, SVP, discusses the tactics used to grow members in this Part Two article.
Using the benefit of hindsight, one credit union shares its steps to a successful data processor conversion.
Many credit unions just issue a debit card to their members with a checking account. Learn how Patriot FCU, University FCU and Citibank structure their programs.
Between common-interest affinity programs, low rates, and monthly cash back rewards, Pentagon has clearly put the member first in credit card lending.

Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.

RKL offers insight, expertise, and experience to help fight off growing threats.

Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.

Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.

Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.

Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?

Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?

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

Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.

St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.