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.
What’s In A Name: Chief Member Services Officer
September 8, 2025
No Comments
Todd Link is redefining member service at Dupaco Community Credit Union, blending risk expertise with operational leadership to deliver secure, seamless, member-focused experiences.
Members Don’t Just Need A Partner, They Need A Copilot.
August 31, 2025
No Comments
Roughly 80% of True Sky FCU members have used the credit union’s free credit review service, which helps the cooperative deepen relationships while members improve their financial lives.
At Chartway FCU, Leaders Aren’t Born – They’re Made
August 31, 2025
No Comments
The Virginia-based institution hopes an emerging leaders program will help create a strong internal leadership pipeline. Its second cohort began its training in July.
Back To School Hits The Wallet
August 25, 2025
No Comments
The cost of returning to the classroom has increased more than 35% in the past decade, putting the pinch on parents and students alike.
How Well Do You Know The Gen Z Economy?
August 25, 2025
No Comments
From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting priorities — test your knowledge of this nuanced generation in this interactive quiz.
Stocking Every Aisle With Financial Opportunity
August 20, 2025
No Comments
Publix Employees FCU turns everyday moments into lasting financial impact. Through on-site support and a vibrant wellness program, the credit union is building trust, offering guidance, and forging financial confidence one associate at a time.
It’s Not A Core Conversion, It’s A Systems Upgrade
August 11, 2025
No Comments
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
No Comments
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
No Comments
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
No Comments
Perfecting loan files involves careful planning, reliable tracking, and scalable information management.
What’s In A Name: Chief Member Services Officer
Todd Link is redefining member service at Dupaco Community Credit Union, blending risk expertise with operational leadership to deliver secure, seamless, member-focused experiences.
Members Don’t Just Need A Partner, They Need A Copilot.
Roughly 80% of True Sky FCU members have used the credit union's free credit review service, which helps the cooperative deepen relationships while members improve ...
At Chartway FCU, Leaders Aren’t Born – They’re Made
The Virginia-based institution hopes an emerging leaders program will help create a strong internal leadership pipeline. Its second cohort began its training in July.
Back To School Hits The Wallet
The cost of returning to the classroom has increased more than 35% in the past decade, putting the pinch on parents and students alike.
How Well Do You Know The Gen Z Economy?
From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting ...
Stocking Every Aisle With Financial Opportunity
Publix Employees FCU turns everyday moments into lasting financial impact. Through on-site support and a vibrant wellness program, the credit union is building trust, offering ...
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.
Browse Topics
The Merchant Services Advantage For Credit Unions
Callahan & Associates
Payment capabilities increasingly shape how business owners evaluate their primary financial institution
Coffee And A Smile? Not Good Enough.
Aaron Passman
Coffee and a smile still matter — they’re just not enough. That’s why credit unions are redefining member experience across digital, data, and the entire organization.
6 Takes On Today’s Member Experience: Andre Vygnansk
Marc Rapport
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
6 Takes On Today’s Member Experience: Stacy Armijo
Marc Rapport
The CXO of Amplify Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
Marc Rapport
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Closing The “Confidence Gap:” Using Segmentation To Deepen Member Loyalty
Callahan & Associates
Credit unions can’t deepen loyalty with a one-size-fits-all experience. Life-stage segmentation helps institutions build relevance, confidence, and trust.
6 Takes On Today’s Member Experience: Kim Riley
Marc Rapport
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
When Everyone Owns The Member Experience, No One Does
Marc Rapport
Shared ownership can quietly fracture a member journey. FORUM Credit Union leans on clear accountability to keep channels aligned.
6 Takes On Today’s Member Experience
Marc Rapport
Member experience leaders talk about what’s changed, what’s stayed the same, and what matters most as the industry evolves.