How AI Is Shaping HR For The Next Era
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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.
Aligning Recruitment Efforts With Boardroom Value
January 5, 2026
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A report from Quantum Governance reveals a gap between board recruitment priorities and the most valuable skills in governance.
Preparing For 2026: Why The NCUA’s New Succession Planning Rule Elevates The Strategic Role Of Credit Union Boards
January 5, 2026
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Fair, transparent succession helps credit unions strengthen board effectiveness, align leadership with strategy, and safeguard member value.
How Patelco Credit Union Simplified Succession Planning
January 5, 2026
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The California cooperative moves beyond the 9-box to identify skills, gaps, and opportunities to prepare leaders for what’s next.
Planning For The Future: Ensuring Strong Boards And Leaders Through Succession Planning
January 5, 2026
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The right tools and consistent approach make succession planning simpler for credit union leaders and board members.
5 Lessons About Ground-Level Intelligence From A Rooftop Farm
December 22, 2025
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A national leader in urban agriculture shows how front-line insights drive real local impact — and why credit union branches are perfectly positioned to do the same.
At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.
December 22, 2025
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Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit union for growth.
7 Leadership Lessons From 2025
November 17, 2025
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From the boardroom to the branch floor, credit union leaders share thoughts on being different, embracing challenges, keeping mission top of mind, and more.
6 Roles To Help Credit Unions Reach The Next Level Of Success In 2026
November 17, 2025
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The right people in the right positions can make a meaningful difference in driving success and exploring opportunities.
CreditUnions.com Top Picks For 2025
November 17, 2025
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The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence the cooperative movement.
Vantage West Turns A Good Problem Into Great Recognition
November 10, 2025
No Comments
Discover how two employee awards honor the Arizona credit union’s commitment to a team-first culture while boosting employee engagement and workplace culture.
Aligning Recruitment Efforts With Boardroom Value
A report from Quantum Governance reveals a gap between board recruitment priorities and the most valuable skills in governance.
How Patelco Credit Union Simplified Succession Planning
The California cooperative moves beyond the 9-box to identify skills, gaps, and opportunities to prepare leaders for what’s next.
Planning For The Future: Ensuring Strong Boards And Leaders Through Succession Planning
The right tools and consistent approach make succession planning simpler for credit union leaders and board members.
5 Lessons About Ground-Level Intelligence From A Rooftop Farm
A national leader in urban agriculture shows how front-line insights drive real local impact — and why credit union branches are perfectly positioned to do ...
At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.
Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit ...
7 Leadership Lessons From 2025
From the boardroom to the branch floor, credit union leaders share thoughts on being different, embracing challenges, keeping mission top of mind, and more.
6 Roles To Help Credit Unions Reach The Next Level Of Success In 2026
The right people in the right positions can make a meaningful difference in driving success and exploring opportunities.
CreditUnions.com Top Picks For 2025
The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence ...
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.
Browse Topics
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.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Preparing For 2026: Why The NCUA’s New Succession Planning Rule Elevates The Strategic Role Of Credit Union Boards