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

5 Lessons For Buying A Bank

Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.

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Never Having To Pay Employee Benefits Again

There are many misconceptions around NCUA’s 701.19 regulation and how it can be utilized to the benefit of a credit union. In the past, credit unions have used strategies like COLI/BOLI, Split-dollar plans, 457(f), and other investments mainly for executive benefits. However, the feedback Credit Union Benefit received for their credit union clients was that

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5 Lessons For Buying A Bank

Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
Features

2 Approaches To Multi-State Expansion

From overcoming charter challenges to a focus on SEGs, Mountain America and United FCU outline how their growth trajectories extend beyond the state line.
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What’s In A Name: Chief Deposit Officer

Emilio Cooper brings a comprehensive approach to deposit growth at Bethpage FCU, moving from a one-size-fits-all method to a more nuanced strategy.
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Geofencing Gets A Modern Makeover At Northern Credit Union

Five years after launching a successful mortgage digital campaign, the New York-based credit union has expanded into other business areas.
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What’s In A Name: Assistant Vice President Of Fintech And Mission Integration

A unique set of skills gained during a merger prompted West Community to craft a role dedicated to storytelling and fintech.

Never Having To Pay Employee Benefits Again

There are many misconceptions around NCUA’s 701.19 regulation and how it can be utilized to the benefit of a credit union. In the past, credit ...
Features

GreenState Foundation Invests In Data To Improve Its Community

A partnership with United Ways of Iowa is uncovering insights about employed community members who struggle under limited assets and constrained income.
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What’s In A Name: Senior Vice President Of Marketing And Product Performance

Caroline Santangelo uses data insights to help Workers FCU deepen its understanding of members’ needs.

A Guide to Empowering Employees & Increasing Operational Efficiency

Watch now to explore the essential role of Knowledge Management in enhancing operational efficiency and employee engagement.
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The Rise Of The Chief Growth Officer

Credit unions are tapping versatile leaders from diverse backgrounds to take advantage of fresh insights and achieve strategic goals.
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5 Takeaways From Trendwatch

The U.S. economy is throwing up mixed signals, but America’s credit unions are delivering value and, in turn, enjoying deeper relationships, higher originations, and a stronger bottom line.

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Membership And Annual Member Growth, 06.30.25

2 Hot Takes On Member Growth

Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable member growth.

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