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.
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
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
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.
A New Framework For Growth