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.
Vantage West Turns A Good Problem Into Great Recognition
November 10, 2025
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Discover how two employee awards honor the Arizona credit union’s commitment to a team-first culture while boosting employee engagement and workplace culture.
Member Experience Is Everything
November 3, 2025
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Explore best practices to streamline service, inspire leadership engagement, and improve the member experience.
2 Hot Takes On Member Growth
November 3, 2025
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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.
3 Ways To Build A Better Member Experience
November 3, 2025
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Credit unions improve the member experience through training, bilingual service, and bold branch strategies. Explore three stories that show what it takes to connect.
20 Years. 6 Roles. 1 Credit Union.
October 27, 2025
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Josh Haney’s path to CEO at Perfect Circle Credit Union began at the teller line and wound through multiple departments, with each new role preparing him to take the helm.
45 Interviews In 30 Days: How Travis Credit Union Fixed Its Contact Center
October 27, 2025
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The California cooperative turned a call center crisis into a success story — starting with cutting the average wait time from 45 minutes to three.
Strategic Opportunities & Critical Governance Challenges
October 24, 2025
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This webinar will outline how boards and CEOs can evolve their governance response pattern and to better capture strategic opportunities and avoid critical governance challenges.
7 Tips To Rebrand After A Major Merger
October 20, 2025
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Practical tips from marketing pros for navigating brand integration, from aligning messaging and honoring legacy to building trust and more.
Every Credit Union Has A Member Story To Tell
October 15, 2025
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The Member Story Project from Callahan & Associates invites credit unions to share their stories of member impact and celebrate how they change lives every day.
QUIZ: Are You Smarter Than A Scammer?
October 6, 2025
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From check fraud to suspicious logins, see how well you can sniff out red flags before they cost members money.
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.
Member Experience Is Everything
Explore best practices to streamline service, inspire leadership engagement, and improve the member experience.
3 Ways To Build A Better Member Experience
Credit unions improve the member experience through training, bilingual service, and bold branch strategies. Explore three stories that show what it takes to connect.
20 Years. 6 Roles. 1 Credit Union.
Josh Haney’s path to CEO at Perfect Circle Credit Union began at the teller line and wound through multiple departments, with each new role preparing ...
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.
Strategic Opportunities & Critical Governance Challenges
This webinar will outline how boards and CEOs can evolve their governance response pattern and to better capture strategic opportunities and avoid critical governance challenges.
7 Tips To Rebrand After A Major Merger
Practical tips from marketing pros for navigating brand integration, from aligning messaging and honoring legacy to building trust and more.
Every Credit Union Has A Member Story To Tell
The Member Story Project from Callahan & Associates invites credit unions to share their stories of member impact and celebrate how they change lives every ...
QUIZ: Are You Smarter Than A Scammer?
From check fraud to suspicious logins, see how well you can sniff out red flags before they cost members money.
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.
2 Hot Takes On Member Growth