Term Limits Build Governance Prowess At A Minnesota Credit Union
A new board strategy at Affinity Plus FCU results in new levels of engagement and diversity.
Strategy
Your resource for the credit union industry’s best practices when working with boards and volunteers, regulators, strategy, member value, and CUSOs.
Top Strategy Articles
5 Valuable Governance Guidelines To Adopt Today
Constructive action and positive impact are the product of a board engaged in servant leadership — the true calling of a Class A board.
8 Steps For Building A Purpose-Driven Growth Strategy
A well-defined purpose drives member and employee engagement, which in turn drives sustainable growth.
4 Fundamental Elements Every Spring Strategy Session Needs
March 7, 2023
No Comments
Fall business planning sessions are operational in nature. Spring strategy sessions are all about relevance and impact.
What’s In A Name: Chief Data And Planning Officer
March 6, 2023
No Comments
Matthew Reidy helps Sandia Laboratory FCU leverage the power of data to increase innovation and member value.
3 Takeaways From Day 2 Of The 2023 CUNA GAC
March 1, 2023
No Comments
DEI, financial wellbeing, and economic uncertainty were the big topics of the day.
4 Takeaways From Day 1 Of The 2023 CUNA GAC
February 28, 2023
No Comments
The battle for fee income, the crucial role of impact, and more were all highlights of the first day’s sessions in Washington.
Leveraging your Budgeting and Planning Processes to Optimize Performance in Today’s Environment
February 13, 2023
No Comments
As Credit Unions plan for 2023, 2024 and beyond, they are trying to figure out how to optimize performance in the face of uncertain times. Will interest rates continue to rise or will rates actually start to level off and maybe even decline, will the tight labor market and rising labor costs continue to push
CEO Onboarding: Laurie Butz, Capital Credit Union
January 23, 2023
No Comments
Listen before acting, and honor the past while embracing the future — words of wisdom to help a new chief executive settle into the role.
An Educated Board Tops Priorities For The Summit In 2023
December 12, 2022
No Comments
A Callahan survey finds staffing, efficiency, and measuring impact are favored initiatives for the year ahead.
Unitus Spreads Out, Employees Get Comfortable
November 28, 2022
No Comments
The Oregon cooperative is creating a network of nerve centers to empower collaboration, create efficiencies, and reduce commutes.
The Rise Of The Chief Of Staff
November 9, 2022
No Comments
Leadership support at the executive level is popping up on org charts and growing in popularity among large organizations, even credit unions. TDECU’s new chief of staff shares her experiences, career path, and advice for doing the job.
Whitney Anderson-Harrell On Leadership
November 9, 2022
No Comments
Business and community development have transformed this new CEO into a listening leader.
4 Fundamental Elements Every Spring Strategy Session Needs
Fall business planning sessions are operational in nature. Spring strategy sessions are all about relevance and impact.
What’s In A Name: Chief Data And Planning Officer
Matthew Reidy helps Sandia Laboratory FCU leverage the power of data to increase innovation and member value.
3 Takeaways From Day 2 Of The 2023 CUNA GAC
DEI, financial wellbeing, and economic uncertainty were the big topics of the day.
4 Takeaways From Day 1 Of The 2023 CUNA GAC
The battle for fee income, the crucial role of impact, and more were all highlights of the first day’s sessions in Washington.
Leveraging your Budgeting and Planning Processes to Optimize Performance in Today’s Environment
As Credit Unions plan for 2023, 2024 and beyond, they are trying to figure out how to optimize performance in the face of uncertain times. ...
CEO Onboarding: Laurie Butz, Capital Credit Union
Listen before acting, and honor the past while embracing the future — words of wisdom to help a new chief executive settle into the role.
An Educated Board Tops Priorities For The Summit In 2023
A Callahan survey finds staffing, efficiency, and measuring impact are favored initiatives for the year ahead.
Unitus Spreads Out, Employees Get Comfortable
The Oregon cooperative is creating a network of nerve centers to empower collaboration, create efficiencies, and reduce commutes.
The Rise Of The Chief Of Staff
Leadership support at the executive level is popping up on org charts and growing in popularity among large organizations, even credit unions. TDECU’s new chief ...
Whitney Anderson-Harrell On Leadership
Business and community development have transformed this new CEO into a listening leader.
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.