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
How A Credit Union Foundation Builds Equity And Access
August 11, 2025
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Park Community Credit Union Foundation reimagines local philanthropy through transparent practices, grassroots partnerships, and trust-based giving.
Lending Guide To Perfecting Loan Files
August 4, 2025
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Perfecting loan files involves careful planning, reliable tracking, and scalable information management.
7 Smart Loans For Life’s Big Moments
August 4, 2025
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From funerals to education to gender-affirming care and beyond, credit unions are punching up the personal loan.
Smart Marketing Speaks To A Select Employee Group
July 28, 2025
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At Publix Employees FCU, marketing plays a pivotal role in select employee group engagement.
7 Lessons In Leadership Straight From Today’s Credit Unions
July 28, 2025
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Practical insights from leaders redefining success in strategy, governance, and growth.
Strategy Today For Success In 2030
July 21, 2025
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Credit union strategy leaders are embracing uncertainty, rethinking relevance, and getting cozy with discomfort as they plan for 2030 and beyond.
CEO Onboarding: Jeff Carpenter, WEOKIE FCU
July 21, 2025
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This installment of “CEO Onboarding” touches base with an industry veteran to discuss starting out young in the credit union movement and being present for members’ milestone moments.
Bingo, Bragging Rights, And Balance Checks Build Contact Center Engagement
July 21, 2025
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Two cooperatives share how they elevate employee engagement in a high-pressure, high-stakes contact center setting.
How An HR Team Reinvented Employee Feedback Through Meaningful Team Dialogue
July 14, 2025
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Faced with post-pandemic talent challenges, Desert Financial put a new spin on gathering and responding to employee feedback.
Build Resilience, Not Road Maps: 5 Strategic Planning Priorities For 2026 And Beyond
July 14, 2025
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From employee engagement to community impact and beyond, these are the initiatives credit unions must focus on to stay aligned and prepared for the challenges ahead.
How A Credit Union Foundation Builds Equity And Access
Park Community Credit Union Foundation reimagines local philanthropy through transparent practices, grassroots partnerships, and trust-based giving.
Lending Guide To Perfecting Loan Files
Perfecting loan files involves careful planning, reliable tracking, and scalable information management.
7 Smart Loans For Life’s Big Moments
From funerals to education to gender-affirming care and beyond, credit unions are punching up the personal loan.
Smart Marketing Speaks To A Select Employee Group
At Publix Employees FCU, marketing plays a pivotal role in select employee group engagement.
7 Lessons In Leadership Straight From Today’s Credit Unions
Practical insights from leaders redefining success in strategy, governance, and growth.
Strategy Today For Success In 2030
Credit union strategy leaders are embracing uncertainty, rethinking relevance, and getting cozy with discomfort as they plan for 2030 and beyond.
CEO Onboarding: Jeff Carpenter, WEOKIE FCU
This installment of “CEO Onboarding” touches base with an industry veteran to discuss starting out young in the credit union movement and being present for ...
Bingo, Bragging Rights, And Balance Checks Build Contact Center Engagement
Two cooperatives share how they elevate employee engagement in a high-pressure, high-stakes contact center setting.
How An HR Team Reinvented Employee Feedback Through Meaningful Team Dialogue
Faced with post-pandemic talent challenges, Desert Financial put a new spin on gathering and responding to employee feedback.
Browse Topics
5 Takeaways From Trendwatch
Tony Waltrich
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.
Vantage West Turns A Good Problem Into Great Recognition
Savana Morie
Discover how two employee awards honor the Arizona credit union’s commitment to a team-first culture while boosting employee engagement and workplace culture.
AI Is Rewriting The Economics Of Banking
Callahan & Associates
AI is removing friction from financial decisions, giving consumers more control over their money and forcing banks and credit unions to compete on real value.
How 2 Marketing Teams Organize For Impact
Aaron Passman
The organizational structures for the marketing teams at 3Rivers FCU and Leaders Credit Union couldn’t be more different, but they share a common goal.
Affordable Housing Isn’t About Business. It’s About People.
Aaron Passman
NOLA Firemen’s FCU helps members qualify for a mortgage in a state where poverty is high and insurance premiums are keeping many would-be borrowers out of a home.
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.
What Credit Unions Can Learn From Mamdani’s Campaign
Alix Patterson
Don’t stop reading because you think this is a love letter to Zohran Mamdani. It’s not about politics; it’s about connection and authenticity. His people-first campaign offers four lessons for credit unions on speaking with purpose and being heard.
Member Experience Is Everything
Aaron Passman
Explore best practices to streamline service, inspire leadership engagement, and improve the member experience.
2 Hot Takes On Member Growth
Rebecca Wessler
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.
How Credit Unions Can Compete Through Omnichannel Member Experiences
Callahan & Associates
Futureproof your credit union. Learn how ASAPP Financial Technology’s bank.io OXP | Omnichannel Experience Platform supports credit unions as they compete against direct-to-consumer fintechs.
Build Resilience, Not Road Maps: 5 Strategic Planning Priorities For 2026 And Beyond