Aligning Recruitment Efforts With Boardroom Value
A report from Quantum Governance reveals a gap between board recruitment priorities and the most valuable skills in governance.
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
How To Build AI Strategy In Real Time (Part 1)
Six credit union leaders share how they are balancing innovation and governance while deploying new tools.
2 Hot Takes On Member Growth
Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable
5 Lessons For Credit Unions From Silicon Valley Bank’s Collapse
March 15, 2023
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The crisis is still unfolding, but the latest high-profile bank failure has plenty of takeaways for credit unions around asset management, net worth, communication, and more.
CEO Onboarding: James McBride, Lion’s Share Federal Credit Union
March 7, 2023
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Transparency, empowerment, and clarity of mission helped James McBride make the most of his first year as chief executive.
Exit Interview: Maurice Smith, Local Government FCU
March 7, 2023
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A half-century of service hasn’t come completely to an end for this pioneer of credit union innovation and diversity.
4 Fundamental Elements Every Spring Strategy Session Needs
March 7, 2023
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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
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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
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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
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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
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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
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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
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A Callahan survey finds staffing, efficiency, and measuring impact are favored initiatives for the year ahead.
5 Lessons For Credit Unions From Silicon Valley Bank’s Collapse
The crisis is still unfolding, but the latest high-profile bank failure has plenty of takeaways for credit unions around asset management, net worth, communication, and ...
CEO Onboarding: James McBride, Lion’s Share Federal Credit Union
Transparency, empowerment, and clarity of mission helped James McBride make the most of his first year as chief executive.
Exit Interview: Maurice Smith, Local Government FCU
A half-century of service hasn’t come completely to an end for this pioneer of credit union innovation and diversity.
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.
Browse Topics
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
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.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.