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
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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.
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.
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
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
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.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
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.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
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.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.