2 Strategies To Inspire A New Generation Of Leaders
Desert Financial and Affinity Plus have taken different paths for the same end goal: positioning emerging leaders for success.
HR & Training
Our HR & Training page is your first stop for credit union tactics in training, employee incentives, succession planning, executive compensation, and more.
Top HR & Training Articles
What’s In A Name: Director Of Organizational Change Management
Desert Financial’s Allison Worthington offers insights into how her role helps others feel like they’re a part of change, rather than feeling that change is
7 17 Steps Up To Tackle The Nation’s Mental Health Crisis
With Americans under more stress than they were before the pandemic, the Ohio-based credit union has seen a roaring response after adding mental healthcare
¿Habla Finance? At WECU, Employees Are Learning.
May 12, 2025
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Language training at the Pacific Northwest credit union is laying the groundwork to better serve Spanish speakers in the region.
Lori Smith On Leadership
May 12, 2025
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The seasoned CHRO shares insights about intention, inclusion, and more from State Farm to United Way to Community First Credit Union.
Great MX Doesn’t Just Happen — It Takes A Cross-Functional Team
May 5, 2025
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A two-pronged testing process at TruStone Financial ensures a seamless member experience as the credit union rolls out new digital tools.
Employee Certifications Turn Tellers Into Teachers
May 5, 2025
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Canopy Credit Union’s push to certify staff as financial coaches is part of a broader strategy to build community resilience, strengthen internal culture, and deepen member relationships.
Better Member Experience? There’s A Class For That.
April 28, 2025
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First Financial of Maryland is cultivating cross-functional leadership and breaking down silos through a hands-on experience designed to spark inspiration and unify culture around the member experience.
When It Comes To Wage Growth, Does It Finally Pay To Stay?
April 21, 2025
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For the first time in 15 years, salary growth for loyal employees outpaces those who leap from job to job.
Insights From The Outside: Reuniting Together
April 14, 2025
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Three recovering bankers share new experiences at Together Credit Union.
An AI Success Checklist For Credit Unions
April 7, 2025
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Key steps to help credit unions thoughtfully integrate AI across different areas to ensure a secure, effective approach to artificial intelligence.
How AI Improved Training At Premier America
April 7, 2025
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The California cooperative uses artificial intelligence to help staff build rapport with members. Employees love it, efficiency is up, and service is better than ever.
CEO Onboarding: Susan Gruber, UVA Community Credit Union
March 23, 2025
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Gruber’s transition to CEO of UVA Community Credit Union brought leadership challenges, cultural shifts, and strategic transformations that all highlight the importance of decisive leadership.
¿Habla Finance? At WECU, Employees Are Learning.
Language training at the Pacific Northwest credit union is laying the groundwork to better serve Spanish speakers in the region.
Lori Smith On Leadership
The seasoned CHRO shares insights about intention, inclusion, and more from State Farm to United Way to Community First Credit Union.
Great MX Doesn’t Just Happen — It Takes A Cross-Functional Team
A two-pronged testing process at TruStone Financial ensures a seamless member experience as the credit union rolls out new digital tools.
Employee Certifications Turn Tellers Into Teachers
Canopy Credit Union’s push to certify staff as financial coaches is part of a broader strategy to build community resilience, strengthen internal culture, and deepen ...
Better Member Experience? There’s A Class For That.
First Financial of Maryland is cultivating cross-functional leadership and breaking down silos through a hands-on experience designed to spark inspiration and unify culture around the ...
When It Comes To Wage Growth, Does It Finally Pay To Stay?
For the first time in 15 years, salary growth for loyal employees outpaces those who leap from job to job.
Insights From The Outside: Reuniting Together
Three recovering bankers share new experiences at Together Credit Union.
An AI Success Checklist For Credit Unions
Key steps to help credit unions thoughtfully integrate AI across different areas to ensure a secure, effective approach to artificial intelligence.
How AI Improved Training At Premier America
The California cooperative uses artificial intelligence to help staff build rapport with members. Employees love it, efficiency is up, and service is better than ever.
CEO Onboarding: Susan Gruber, UVA Community Credit Union
Gruber’s transition to CEO of UVA Community Credit Union brought leadership challenges, cultural shifts, and strategic transformations that all highlight the importance of decisive leadership.
Browse Topics
Americans Are Anxious. How Do Credit Unions Respond?
Andrew Lepczyk
Credit unions are leaning into their values and fine-tuning outreach strategies to meet the emotional and financial needs of worried members.
UVA Community Credit Union Tackles Teen Banking
Marc Rapport
The credit union integrates financial education with products tailored to young people to help these members build confidence and independence.
Basic Checking Gets A Competitive Upgrade
Callahan & Associates
Boost loyalty with lifestyle checking accounts that offer perks like telehealth, ID protection, and travel discounts.
¿Habla Finance? At WECU, Employees Are Learning.
Aaron Passman
Language training at the Pacific Northwest credit union is laying the groundwork to better serve Spanish speakers in the region.
Lori Smith On Leadership
Marc Rapport
The seasoned CHRO shares insights about intention, inclusion, and more from State Farm to United Way to Community First Credit Union.
Amid Trade Uncertainty, Fed Remains Noncommittal
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
5 Takeaways From Trendwatch
Andrew Lepczyk
With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower delinquency across the industry.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Compliance Without Compromise
Callahan & Associates
Leveraging cutting-edge technology, like AI automation and intelligent document processing, can streamline portfolio protection, minimize disruptions, and ensure accuracy.