What’s In A Name: Chief Relationship Officer
Susan Fogarty brings wealth management and not-for-profit experiences to CAP COM FCU as it restructures under a member-impact umbrella.
Susan Fogarty brings wealth management and not-for-profit experiences to CAP COM FCU as it restructures under a member-impact umbrella.
Top-Level Takeaways Members’ financial health and wellbeing are tied to mission, vision, and values statements at Teachers Credit Union. A formal training program provides guidance to front-line employees on how to build deeper connections during member interactions. Teachers Credit Union ($4.2B, South Bend, IN) ties the health and wellbeing of its members to its mission,
Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.
A reworked strategic plan and employee resource committees have helped Verity Credit Union fast-track efforts to improve diversity, equity, and inclusion.
Patelco Credit Union’s small-dollar loan doubles down on financial wellness principles by helping members with low or no credit improve their financial station.
Diane Sandoval-Griego coordinates diverse efforts to improve financial wellbeing for a multicultural membership.
Credit unions share insights about programs and strategies aimed at helping marginalized members and communities.
A new name and standout Super Bowl commercial isn’t the only way Desert Financial is making a splash in 2018.
Pen Air’s marketing dashboard serves as a communication tool for upper management and offers speaking points on reasons to join the credit union.
The pandemic has changed the way Americans use cards. That behavior might never be the same.

A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.

When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.

From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.

Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket court shape a culture of inclusive banking that serves members and employees.

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.

Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.

The future of leadership starts now. This week, CreditUnions.com is diving into the strategies shaping tomorrow’s talent: from a bold overhaul of succession planning to how credit unions are tackling the AI skills gap.

Assessing skills gaps among leaders and providing time to complete training are major hurdles today, but strong leadership development strategies are essential in building a future-ready credit union.

A report from Quantum Governance reveals a gap between board recruitment priorities and the most valuable skills in governance.