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
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.
How Mission And Momentum Have Revolutionized Great Lakes Credit Union
March 23, 2025
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Putting people first has transformed the Illinois-based cooperative into a local powerhouse that stands apart from the competition — and this is only the beginning.
A New Framework For Growth
March 23, 2025
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The first book from Callahan CEO Jon Jeffreys outlines how credit unions can grow and differentiate themselves by putting purpose at the center of their business strategy.
4 Ways To Build A Vibrant Community
March 10, 2025
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Credit union across the country are ensuring local prosperity through initiatives that drive lasting economic impact.
Premier America Improves Financial Inclusion For CSUN Students And Beyond
March 10, 2025
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How an on-campus branch supports immediate financial needs and builds lifelong relationships with members.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
March 4, 2025
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The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future of the NCUA, and more.
6 Ways To Structure An Analytics Role
March 3, 2025
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Diverse job titles and responsibilities are helping leading institutions leverage data to make better decisions.
Insights From The Outside: Jay Huffstatler
February 23, 2025
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The industry newcomer brings a deep history of development and networking to OnPath Foundation.
Misinformation Is Everywhere. How Can Credit Unions Fight It?
February 16, 2025
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Financial misinformation spreads fast. Here’s how two credit unions ensure their members receive accurate, trustworthy guidance in addition to quality services.
Need Fresh Ideas? Think Outside The Management Circle.
February 10, 2025
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To instill a culture of innovation, Canvas Credit Union makes it easier for front-line employees to present new ideas to executives.
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.
How Mission And Momentum Have Revolutionized Great Lakes Credit Union
Putting people first has transformed the Illinois-based cooperative into a local powerhouse that stands apart from the competition — and this is only the beginning.
4 Ways To Build A Vibrant Community
Credit union across the country are ensuring local prosperity through initiatives that drive lasting economic impact.
Premier America Improves Financial Inclusion For CSUN Students And Beyond
How an on-campus branch supports immediate financial needs and builds lifelong relationships with members.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future ...
6 Ways To Structure An Analytics Role
Diverse job titles and responsibilities are helping leading institutions leverage data to make better decisions.
Insights From The Outside: Jay Huffstatler
The industry newcomer brings a deep history of development and networking to OnPath Foundation.
Misinformation Is Everywhere. How Can Credit Unions Fight It?
Financial misinformation spreads fast. Here’s how two credit unions ensure their members receive accurate, trustworthy guidance in addition to quality services.
Need Fresh Ideas? Think Outside The Management Circle.
To instill a culture of innovation, Canvas Credit Union makes it easier for front-line employees to present new ideas to executives.
Browse Topics
Interns Inspire Innovation At California Credit Union
Savana Morie
The West Coast cooperative supports local education through a summer internship program, and alumni have left their mark on the credit union’s operations.
It’s Not The Fancy Stuff — It’s Bills Paid On Time
Andrew Lepczyk
Americans increasingly value security over showy when it comes to financial happiness.
What’s In A Name: Chief Delivery Officer
Savana Morie
Need to optimize service delivery and member experience across branches and digital services? Maybe it’s time for a chief delivery officer.
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.
A New Framework For Growth