What’s In A Name: Director Of Financial Wellness And Wellbeing
Jeff Sobieralski educates and engages members at the Indiana financial cooperative.
Jeff Sobieralski educates and engages members at the Indiana financial cooperative.
Partners FCU serves the employees of The Walt Disney Company. But making its members financial dreams come true is no fairy tale in a moment of deep economic uncertainty.
A handful of employees have worked across the Michigan cooperative to identify nearly 250 ways to improve efficiencies, member service, the employee experience, and more.
Ernie Hanington kicked off his new role by choosing a new core platform. Now, he focuses on making the most of it across the enterprise.
Credit union chief executives share key takeaways from 2020 and talk about how they’ll turn challenge into opportunity in the year ahead.
Credit union chief executives share takeaways from 2020 and talk about how they’ll turn challenge into opportunity in the year ahead.
Credit union chief executives share takeaways from 2020 and talk about how they’ll turn challenge into opportunity in the year ahead.
When the pandemic grounded travel, the Oklahoma credit union had to change its week-long, on-site onboarding program. Here’s how it broke beyond video conferencing.
Georgia’s Own addresses emotional exhaustion among call center staff members now working at home.
Communication through digital channels proves key to ensuring a successful swap from one core to another.

Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.

The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.

The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.

McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.

The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.

The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.

Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.

Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and credit union performance.

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.