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.
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.
A Guide to Empowering Employees & Increasing Operational Efficiency
June 17, 2024
No Comments
Watch now to explore the essential role of Knowledge Management in enhancing operational efficiency and employee engagement.
The Rise Of The Chief Growth Officer
June 17, 2024
No Comments
Credit unions are tapping versatile leaders from diverse backgrounds to take advantage of fresh insights and achieve strategic goals.
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.
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.
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.
Browse Topics
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.
All Eyes On AI
Aaron Passman
Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
How Does BCU Put AI Policy Into Practice?
Marc Rapport
AI governance matters as much as innovation when it comes to AI. Learn how BCU built an AI practice that prioritizes data integrity, risk management, and real world decision making.