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
Exit Interview: Maurice Smith, Local Government FCU
March 7, 2023
No Comments
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
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.
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.
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 ...
Browse Topics
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
New Highs For Equity Markets Despite Iran And Oil Prices
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
New Graduates Face A Cautious Job-Hiring Landscape
Tony Waltrich
Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.
A Credit Union Journey Into Cryptocurrency And Stablecoins
Savana Morie
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.