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
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.
Unitus Spreads Out, Employees Get Comfortable
November 28, 2022
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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
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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
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Business and community development have transformed this new CEO into a listening leader.
Why Did BCU Reduce Fees And Form A Financial Wellbeing CUSO?
November 7, 2022
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A shift toward a purpose-driven mindset has helped the Illinois cooperative drive sustainable growth while expanding operations.
Exit Interview: Benson Porter, BECU
November 7, 2022
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Even after retirement, this longtime credit union executive plans to continue advocating for the industry.
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.
Why Did BCU Reduce Fees And Form A Financial Wellbeing CUSO?
A shift toward a purpose-driven mindset has helped the Illinois cooperative drive sustainable growth while expanding operations.
Exit Interview: Benson Porter, BECU
Even after retirement, this longtime credit union executive plans to continue advocating for the industry.
Browse Topics
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.