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
Rehab, Rent, Sell: A 3-Part Strategy To Fight Foreclosures
August 3, 2020
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SECU rethinks REOs to create quality, affordable housing across the Tarheel State.
Dupaco’s MoneyMatch Program Gives Iowans A Leg Up On Financial Independence
July 28, 2020
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How Dupaco’s individual development account and broader network of support helps those in need build a solid financial foundation.
4 Credit Unions Share Insights On Member Experience
July 16, 2020
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Join Glia and special guest panelists from 4 credit unions that span the US—and the physical/online spectrum— for a lively discussion on the unifying topic of Member Service.
Macro Overiew And Industry Trends (1Q20)
June 30, 2020
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The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?
How To Complete A Merger … Remotely
June 17, 2020
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Georgia’s Own Credit Union was months away from finalizing a merger when the coronavirus pandemic hit. Rather than hitting pause, the credit union devised a plan to forge ahead.
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?
Rehab, Rent, Sell: A 3-Part Strategy To Fight Foreclosures
SECU rethinks REOs to create quality, affordable housing across the Tarheel State.
Dupaco’s MoneyMatch Program Gives Iowans A Leg Up On Financial Independence
How Dupaco’s individual development account and broader network of support helps those in need build a solid financial foundation.
4 Credit Unions Share Insights On Member Experience
Join Glia and special guest panelists from 4 credit unions that span the US—and the physical/online spectrum— for a lively discussion on the unifying topic ...
Macro Overiew And Industry Trends (1Q20)
The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?
How To Complete A Merger … Remotely
Georgia’s Own Credit Union was months away from finalizing a merger when the coronavirus pandemic hit. Rather than hitting pause, the credit union devised a ...
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 ...
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.
Strategy Never Stops