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
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.
Enterprise Risk Overview Shows Progress, Way Forward
May 4, 2015
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Your risk management processes may be fine today, but are they sufficient to lead you tomorrow?
At The Intersection Of Business And Technology
April 23, 2015
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BECU’s head of Internet talks strategy and skill set in a changing financial services environment.
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.
Enterprise Risk Overview Shows Progress, Way Forward
Your risk management processes may be fine today, but are they sufficient to lead you tomorrow?
At The Intersection Of Business And Technology
BECU’s head of Internet talks strategy and skill set in a changing financial services environment.
Browse Topics
Wright-Patt Turns Purpose Into Property For First-Time Homebuyers
Savana Morie
The Ohio credit union’s Sunshine Community Fund is backing new homes in Dayton, combining financial support, education, and cross-team collaboration to empower first-time buyers.
CRIF Select’s User Forum Shows How To Directly Boost Indirect Lending
Callahan & Associates
The 2025 conference gathered vendors, dealers, lenders, and leaders to focus on successful sailing through turbulent seas.
First Alliance Debuts Mission-Driven Deposits
Aaron Passman
The Minnesota-based cooperative invites high-dollar depositors to turn private prosperity into shared possibility through a savings product designed around social impact.
20 Years. 6 Roles. 1 Credit Union.
Aaron Passman
Josh Haney’s path to CEO at Perfect Circle Credit Union began at the teller line and wound through multiple departments, with each new role preparing him to take the helm.
45 Interviews In 30 Days: How Travis Credit Union Fixed Its Contact Center
Aaron Passman
The California cooperative turned a call center crisis into a success story — starting with cutting the average wait time from 45 minutes to three.
Guidance For Credit Unions Providing Medicare And ACA To Senior Members
Callahan & Associates
Healthcare coverage and education is a natural extension of the service and advocacy credit unions already provide.
Can Credit Union Performance Data Predict A World Series Victory?
Tony Waltrich
When the postseason heats up, Callanan lets credit union balance sheets take a swing at the 2025 fall classic.
Cybersecurity Is A Team Sport At Shoreline Hometown
Marc Rapport
The Wisconsin credit union shares how small shops can do big things to thwart time-tested and changing threats.
The Big Bill Leads To An Even Bigger Student Lending Opportunity For Credit Unions
Callahan & Associates
Upcoming legislative changes position credit union student lending to meet soaring demand.
7 Tips To Rebrand After A Major Merger
Sharon Simpson
Practical tips from marketing pros for navigating brand integration, from aligning messaging and honoring legacy to building trust and more.