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.
It’s Not A Core Conversion, It’s A Systems Upgrade
August 11, 2025
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From bonuses to candy budgets, Credit Union 1 and Purdue FCU offer tips to successfully manage one of financial services’ biggest hurdles.
What’s In A Name: Chief Product Officer
August 11, 2025
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Bay FCU’s Brooke Morley improves communication and collaboration across departments to offer members the products they want and need.
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.
It’s Not A Core Conversion, It’s A Systems Upgrade
From bonuses to candy budgets, Credit Union 1 and Purdue FCU offer tips to successfully manage one of financial services’ biggest hurdles.
What’s In A Name: Chief Product Officer
Bay FCU’s Brooke Morley improves communication and collaboration across departments to offer members the products they want and need.
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.
Browse Topics
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
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.