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 Opportunities The Coronavirus Crisis Uncovers For Improving Credit Union Operations
May 28, 2020
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As financial institutions have had to pivot in response to the Coronavirus outbreak, credit unions are faced with unprecedented situations, challenging many of their usual operations.
Strategy Never Stops
May 7, 2020
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Callahan’s new video series provides strategic insights to help today’s credit unions prepare for tomorrow’s planning sessions.
How CDFI Can Help Credit Unions Weather This Storm
May 6, 2020
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In these unprecedented times, credit unions are stepping up to the challenge by lending to their members (often low to moderate income workers). This increased lending is valuable and necessary, but it also generates risk and a need for increased loan loss reserves.
Uncertain Times Call For A Member Focus
April 28, 2020
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The past decade was bookended by two very different crises, but credit unions are ready for the challenge of a rapidly changing environment.
Macro Overiew And Industry Trends (4Q19)
April 15, 2020
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Despite a slow first quarter, the industry reported strong growth across core financials in the past 12 months. What else should credit unions know at fourth quarter?
The Young And The Innovative
April 14, 2020
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Fifteen finalists across four categories show what it means to push the leading edge in credit union technology and experience.
Business As Unusual: How Credit Unions And Members Are Responding To The COVID-19 Pandemic
April 13, 2020
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Join Member Loyalty Group and others to learn about the feedback members are providing during this unprecedented time, and how that feedback is shifting as weeks go by.
A Mission To Mold Strategy
March 30, 2020
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To clearly communicate its purpose to the communities it serves, America’s Christian created four priorities that influence products and service.
Maria Martinez On Leadership
March 16, 2020
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The CEO of Border FCU, who began her career in accounting, explains how serving the underserved hews more closely to social work than anything else.
Loan Participations: Sharing Risk And Reward
March 1, 2020
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Loan participations are a proven way to address liquidity concerns and add some income. They can also be complicated, but there’s help.
3 Opportunities The Coronavirus Crisis Uncovers For Improving Credit Union Operations
As financial institutions have had to pivot in response to the Coronavirus outbreak, credit unions are faced with unprecedented situations, challenging many of their usual ...
How CDFI Can Help Credit Unions Weather This Storm
In these unprecedented times, credit unions are stepping up to the challenge by lending to their members (often low to moderate income workers). This increased ...
Uncertain Times Call For A Member Focus
The past decade was bookended by two very different crises, but credit unions are ready for the challenge of a rapidly changing environment.
Macro Overiew And Industry Trends (4Q19)
Despite a slow first quarter, the industry reported strong growth across core financials in the past 12 months. What else should credit unions know at ...
The Young And The Innovative
Fifteen finalists across four categories show what it means to push the leading edge in credit union technology and experience.
Business As Unusual: How Credit Unions And Members Are Responding To The COVID-19 Pandemic
Join Member Loyalty Group and others to learn about the feedback members are providing during this unprecedented time, and how that feedback is shifting as ...
A Mission To Mold Strategy
To clearly communicate its purpose to the communities it serves, America’s Christian created four priorities that influence products and service.
Maria Martinez On Leadership
The CEO of Border FCU, who began her career in accounting, explains how serving the underserved hews more closely to social work than anything else.
Loan Participations: Sharing Risk And Reward
Loan participations are a proven way to address liquidity concerns and add some income. They can also be complicated, but there’s help.
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.
Strategy Never Stops