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
Lending Guide To Perfecting Loan Files
August 4, 2025
No Comments
Perfecting loan files involves careful planning, reliable tracking, and scalable information management.
7 Smart Loans For Life’s Big Moments
August 4, 2025
No Comments
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
No Comments
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
No Comments
Practical insights from leaders redefining success in strategy, governance, and growth.
Strategy Today For Success In 2030
July 21, 2025
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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.
Best Of 2025 (So Far): Fostering Financially Strong Credit Unions
June 30, 2025
No Comments
Revisiting some of the unique strategies financial cooperatives are using to drive long-term success and sustainable organic growth.
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.
Best Of 2025 (So Far): Fostering Financially Strong Credit Unions
Revisiting some of the unique strategies financial cooperatives are using to drive long-term success and sustainable organic growth.
Browse Topics
Credit Union Data Predicts Who Will Win Super Bowl 2026
Andrew Lepczyk
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
How APL FCU Builds A Board Succession Pipeline
Aaron Passman
Two programs for aspiring volunteers are building a steady pipeline of ready-to-step-in leaders that trickles up to the director level.
How 2 Credit Unions Reduce Recidivism 1 Class At A Time
Savana Morie
Royal and American 1 credit unions share how their educational programs ensure incarcerated people are reentry ready.
How Super-Prime Borrowers Strengthen Both Margin And Membership
Callahan & Associates
Double‑digit net returns meet reliable credit performance when credit unions build a pipeline of high‑value members primed for deposits and engagement.
A New Leadership Team Focuses On Organic Growth At Verve
Aaron Passman
After years of merger-driven gains, a new senior leadership team and sales culture at Verve is powering a push for organic growth.
Georgia United Turns The Tide On Membership Growth
Aaron Passman
After years of declining membership, a new growth strategy and snappy catch phrase is paying off for the southern credit union.
How A Florida Credit Union Rebuilt Retention After The Great Resignation
Marc Rapport
Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.
What’s In A Name: Chief Efficiency Officer
Savana Morie
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line fixes into bottom-line wins.
How SWBC’s Contact Center Solutions Help Financial Institutions Stay Connected
Callahan & Associates
Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.
Amanda Garabedian On Leadership
Savana Morie
The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.
Build Resilience, Not Road Maps: 5 Strategic Planning Priorities For 2026 And Beyond