What To Ask Before Merging And How To Build A Better Team
Five can’t-miss data points featured this week on CreditUnions.com.
Five can’t-miss data points featured this week on CreditUnions.com.
Deciding whether, and with whom, to merge can be tricky. Use this list to spark conversations that will lead to a deeper understanding of the benefits, drawbacks, and other implications.
While the NCUA and the industry examines the merger process, maybe it’s time to consider providing a way for credit unions considering going away to save their value and re-deploy it for the common good.
A Keystone State credit union vanishes to merger but not without a fight.
A look at one recent merger shows how information shared and withheld can influence the outcome: the disappearance of yet another credit union with a proud, long history.
The proposed NCUA rule would require payoffs to take place in the open, exposing merger deals to transparency before members give away millions in equity and member value.
Five can’t-miss data points featured this week on CreditUnions.com.
How Abbey Credit Union wowed a fellow local financial cooperative with forward-looking performance analysis.
When member-owned financial cooperatives are sold in a merger that is really a fire sale, the benefit goes to the buyers, the selling board, and senior managers at the members’ expense.
There is an alternative approach to self-dealing credit union mergers that corrupt the ideals of member-owned financial cooperatives.

Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk away.

Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.

A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.

Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.

MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.

Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.

The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.

Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.

New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
The Risk In Thinking That Safe Equals Sound