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
Community Service, Impact, And A Plan For 2025
October 15, 2019
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Five can’t-miss data points this week on CreditUnions.com.
5 Ways To Engage Employees
October 14, 2019
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A happy, motivated workforce presents operational as well as member-facing benefits.
Turning On The Foundation-Funding Spigot
September 23, 2019
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The key to any foundation’s success is its ability to expand its coffers.
How A $40B Institution Treats 2.4M Members
September 16, 2019
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By concentrating on member service, State Employees’ Credit Union has forged a path to continued growth.
Credit Union Power BI User Group Kick-Off Meeting
September 16, 2019
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Join us for the first meeting of the Credit Union PowerBI User Group to learn how other credit union analytics professionals have tackled problems relating to getting started with the right techn
CUbroadcast Highlights “Sustainable Business Strategy”
September 5, 2019
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In episode 1,129, Katy Slater, Callahan’s senior vice president, discusses how the online course helps credit union executives explore business models that drive change.
How To Leverage Data For Better Strategic Planning
August 26, 2019
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Incorporating peer analysis is an ideal way to enhance the impact of planning season.
Swap Jobs To Become A Well-Rounded Executive
August 19, 2019
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When two vice presidents swapped roles at Grow Financial, the leaders learned to more fully appreciate different aspects of the credit union world.
Small Credit Union Success Stories
August 12, 2019
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A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
6 Ways To Boost Non-Interest Income
August 12, 2019
No Comments
A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
Community Service, Impact, And A Plan For 2025
Five can't-miss data points this week on CreditUnions.com.
5 Ways To Engage Employees
A happy, motivated workforce presents operational as well as member-facing benefits.
Turning On The Foundation-Funding Spigot
The key to any foundation’s success is its ability to expand its coffers.
How A $40B Institution Treats 2.4M Members
By concentrating on member service, State Employees’ Credit Union has forged a path to continued growth.
Credit Union Power BI User Group Kick-Off Meeting
Join us for the first meeting of the Credit Union PowerBI User Group to learn how other credit union analytics professionals have tackled problems relating ...
CUbroadcast Highlights “Sustainable Business Strategy”
In episode 1,129, Katy Slater, Callahan's senior vice president, discusses how the online course helps credit union executives explore business models that drive change.
How To Leverage Data For Better Strategic Planning
Incorporating peer analysis is an ideal way to enhance the impact of planning season.
Swap Jobs To Become A Well-Rounded Executive
When two vice presidents swapped roles at Grow Financial, the leaders learned to more fully appreciate different aspects of the credit union world.
Small Credit Union Success Stories
A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
6 Ways To Boost Non-Interest Income
A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
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.