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
An AI Success Checklist For Credit Unions
April 7, 2025
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Key steps to help credit unions thoughtfully integrate AI across different areas to ensure a secure, effective approach to artificial intelligence.
How AI Improved Training At Premier America
April 7, 2025
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The California cooperative uses artificial intelligence to help staff build rapport with members. Employees love it, efficiency is up, and service is better than ever.
CEO Onboarding: Susan Gruber, UVA Community Credit Union
March 23, 2025
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Gruber’s transition to CEO of UVA Community Credit Union brought leadership challenges, cultural shifts, and strategic transformations that all highlight the importance of decisive leadership.
How Mission And Momentum Have Revolutionized Great Lakes Credit Union
March 23, 2025
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Putting people first has transformed the Illinois-based cooperative into a local powerhouse that stands apart from the competition — and this is only the beginning.
A New Framework For Growth
March 23, 2025
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The first book from Callahan CEO Jon Jeffreys outlines how credit unions can grow and differentiate themselves by putting purpose at the center of their business strategy.
4 Ways To Build A Vibrant Community
March 10, 2025
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Credit union across the country are ensuring local prosperity through initiatives that drive lasting economic impact.
Premier America Improves Financial Inclusion For CSUN Students And Beyond
March 10, 2025
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How an on-campus branch supports immediate financial needs and builds lifelong relationships with members.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
March 4, 2025
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The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future of the NCUA, and more.
6 Ways To Structure An Analytics Role
March 3, 2025
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Diverse job titles and responsibilities are helping leading institutions leverage data to make better decisions.
Insights From The Outside: Jay Huffstatler
February 23, 2025
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The industry newcomer brings a deep history of development and networking to OnPath Foundation.
An AI Success Checklist For Credit Unions
Key steps to help credit unions thoughtfully integrate AI across different areas to ensure a secure, effective approach to artificial intelligence.
How AI Improved Training At Premier America
The California cooperative uses artificial intelligence to help staff build rapport with members. Employees love it, efficiency is up, and service is better than ever.
CEO Onboarding: Susan Gruber, UVA Community Credit Union
Gruber’s transition to CEO of UVA Community Credit Union brought leadership challenges, cultural shifts, and strategic transformations that all highlight the importance of decisive leadership.
How Mission And Momentum Have Revolutionized Great Lakes Credit Union
Putting people first has transformed the Illinois-based cooperative into a local powerhouse that stands apart from the competition — and this is only the beginning.
4 Ways To Build A Vibrant Community
Credit union across the country are ensuring local prosperity through initiatives that drive lasting economic impact.
Premier America Improves Financial Inclusion For CSUN Students And Beyond
How an on-campus branch supports immediate financial needs and builds lifelong relationships with members.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future ...
6 Ways To Structure An Analytics Role
Diverse job titles and responsibilities are helping leading institutions leverage data to make better decisions.
Insights From The Outside: Jay Huffstatler
The industry newcomer brings a deep history of development and networking to OnPath Foundation.
Browse Topics
Every Member Deserves A Financial Oasis
Callahan & Associates
Discover how First Alliance Credit Union is redefining success by putting values and member needs at the heart of everything it does.
6 Lessons For Credit Unions From Craft Breweries
Alix Patterson
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
Quarterly Market Snapshot And Two-Year Financial Statement
Callahan & Associates
Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement has never been easier.
How Asset Size Shapes Credit Union Performance Across 3 Metrics
Omar Shalabi
Explore how credit union size influences growth, lending, and efficiency.
Members Are On The Move. Credit Unions Are Here For Them.
Sherry Virden
Accelerating membership growth signals the increasing influence of credit unions amid evolving interest rate trends and economic challenges.
The K-Shaped Recovery And An Economy Divided
Tony Waltrich
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
3 Ways Falling Rates Are Poised To Impact Credit Union Balance Sheets
Andrew Lepczyk
Falling interest rates are changing the game for credit unions. Explore how potential shifts in lending, savings, and margins are set to affect the bottom line.
Leaders Of The Pack: The Top 20 Cores For Credit Unions
Omar Shalabi
Explore the subtle shifts redefining the credit union core processing space and how these movements shape growth, innovation, and member experience.
A Fresh Start For A Timeless Mission
Callahan & Associates
The combination of the right philosophy and the right technology can set credit unions up for success even during difficult economic times.
Introducing Your Banking Core To The Power Of A Fintech
Callahan & Associates
Nearly 100 credit unions are providing Buy Now, Pay Later to their members, and their banking cores are giving them a surprising competitive advantage.
A New Framework For Growth