How AI Is Shaping HR For The Next Era
Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.
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
Vantage West Turns A Good Problem Into Great Recognition
Discover how two employee awards honor the Arizona credit union’s commitment to a team-first culture while boosting employee engagement and workplace culture.
45 Interviews In 30 Days: How Travis Credit Union Fixed Its Contact Center
The California cooperative turned a call center crisis into a success story — starting with cutting the average wait time from 45 minutes to three.
Steph Sherrodd On Leadership
August 19, 2024
No Comments
The chief executive shares her vision on what it means to balance future vision with day-to-day imperatives.
Credit Union Employees Step Up Amid Labor Shortages
August 19, 2024
No Comments
With membership growth outpacing employee growth, member service representatives today are serving more members than they did five years ago.
5 Lessons For Buying A Bank
August 11, 2024
No Comments
Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
2 Approaches To Multi-State Expansion
August 11, 2024
No Comments
From overcoming charter challenges to a focus on SEGs, Mountain America and United FCU outline how their growth trajectories extend beyond the state line.
What’s In A Name: Chief Deposit Officer
July 28, 2024
No Comments
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.
Geofencing Gets A Modern Makeover At Northern Credit Union
July 15, 2024
No Comments
Five years after launching a successful mortgage digital campaign, the New York-based credit union has expanded into other business areas.
What’s In A Name: Assistant Vice President Of Fintech And Mission Integration
July 8, 2024
No Comments
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
July 2, 2024
No Comments
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
GreenState Foundation Invests In Data To Improve Its Community
July 1, 2024
No Comments
A partnership with United Ways of Iowa is uncovering insights about employed community members who struggle under limited assets and constrained income.
What’s In A Name: Senior Vice President Of Marketing And Product Performance
June 24, 2024
No Comments
Caroline Santangelo uses data insights to help Workers FCU deepen its understanding of members’ needs.
Steph Sherrodd On Leadership
The chief executive shares her vision on what it means to balance future vision with day-to-day imperatives.
Credit Union Employees Step Up Amid Labor Shortages
With membership growth outpacing employee growth, member service representatives today are serving more members than they did five years ago.
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.
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.
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.
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.
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 ...
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.
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.
Browse Topics
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.
What’s In A Name: Chief AI Officer
Aaron Passman
As Hudson Valley Credit Union’s artificial intelligence chief, Preetha Sekharan holds a rare role in the industry, but it’s one that is likely to become far more common in the future.