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
3 Credit Unions, 1 CEO
June 29, 2015
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In California, three credit unions put a shared-staffing strategy to work at the highest level.
The Roles Less Traveled
June 11, 2015
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Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
Understanding The Value Of Early Adopters
May 28, 2015
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Members who more readily accept new self-service options are a market segment worth cultivating.
What Does This Credit Union Look Like From The Member Perspective?
May 21, 2015
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Steve Webb, COO of Neighbors Federal Credit Union, discusses how the credit union is realigning its strategy and turning its design upside-down in the process.
Why Marketing And Planning Are A Perfect Pairing
May 18, 2015
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What VyStar Credit Union’s senior vice president of marketing and planning says about her general responsibilities and how she fits in to the overall organization.
4 Ways To Staff Tomorrow’s Credit Union Today
May 18, 2015
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Millennials and new organizational structures are shaping the credit union industry for today and tomorrow.
Role With The Changes
May 18, 2015
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To meet tomorrow’s demands, credit unions today need to take a fresh look at their leadership roles and organizational structure.
Susan Makris On Leadership
May 15, 2015
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Susan Makris, senior vice president and chief human resources officer at Patelco Credit Union, explains the importance of leadership style and culture within a growing credit union.
The Right Stuff Is Right In Front Of You
May 13, 2015
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CitizensFirst collaborates across the organization to develop solutions and strategies for the future.
How To Integrate Two Employee Teams After A Merger
May 11, 2015
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One Montana credit union relies on transparency and open communication to assimilate new employees gained through a merger.
3 Credit Unions, 1 CEO
In California, three credit unions put a shared-staffing strategy to work at the highest level.
The Roles Less Traveled
Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
Understanding The Value Of Early Adopters
Members who more readily accept new self-service options are a market segment worth cultivating.
What Does This Credit Union Look Like From The Member Perspective?
Steve Webb, COO of Neighbors Federal Credit Union, discusses how the credit union is realigning its strategy and turning its design upside-down in the process.
Why Marketing And Planning Are A Perfect Pairing
What VyStar Credit Union’s senior vice president of marketing and planning says about her general responsibilities and how she fits in to the overall organization.
4 Ways To Staff Tomorrow’s Credit Union Today
Millennials and new organizational structures are shaping the credit union industry for today and tomorrow.
Role With The Changes
To meet tomorrow's demands, credit unions today need to take a fresh look at their leadership roles and organizational structure.
Susan Makris On Leadership
Susan Makris, senior vice president and chief human resources officer at Patelco Credit Union, explains the importance of leadership style and culture within a growing ...
The Right Stuff Is Right In Front Of You
CitizensFirst collaborates across the organization to develop solutions and strategies for the future.
How To Integrate Two Employee Teams After A Merger
One Montana credit union relies on transparency and open communication to assimilate new employees gained through a merger.
Browse Topics
Amid Trade Uncertainty, Fed Remains Noncommittal
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
5 Takeaways From Trendwatch
Andrew Lepczyk
With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower delinquency across the industry.
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.
Compliance Without Compromise
Callahan & Associates
Leveraging cutting-edge technology, like AI automation and intelligent document processing, can streamline portfolio protection, minimize disruptions, and ensure accuracy.
Meet Engaged Elena, An Ideal Member At Solarity Credit Union
Savana Morie
A data-rich segmentation strategy and member personas have transformed everything from product design to branch operations at the Washington cooperative.
Great MX Doesn’t Just Happen — It Takes A Cross-Functional Team
Aaron Passman
A two-pronged testing process at TruStone Financial ensures a seamless member experience as the credit union rolls out new digital tools.
Employee Certifications Turn Tellers Into Teachers
Savana Morie
Canopy Credit Union’s push to certify staff as financial coaches is part of a broader strategy to build community resilience, strengthen internal culture, and deepen member relationships.
Uncover Hidden Barriers And Build Stronger Member Loyalty
Callahan & Associates
How credit unions can detect and resolve digital friction to retain members.
2025 Credit Card Market Insights And To-Dos
Callahan & Associates
Questions and recommendations to help credit unions improve the management and evaluation of their credit card portfolio.