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

Caroline Willard On Leadership

The president and CEO of Cornerstone Credit Union League shares her thoughts on the importance of focus, finding inspiration, and what she’d like to see more of within the credit union industry.

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Top 10 Credit Union Auditing/CPA Firms

By law, credit unions at a certain asset threshold must engage an outside CPA firm for an annual audit. But an inspection of today’s modern credit union includes much more than bean counting.

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Planning Your Credit Union’s Strategy

Credit unions continue to perform well in almost every financial category. Lending increased a robust 13.3% between September 30, 1999 and September 30, 2000, while deposits jumped 7% during the same time period. National credit union membership passed the 77 million point. Safety and soundness measures such as ROA (1.1%), capital to assets (11.5%) and loan delinquency (0.6%) are also strong.

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A Tale of Two Cards: Rewards v. Non-Rewards

This session will educate attendees on how to successfully manage a rewards program for their card holders, including rollout and redesign planning considerations, ongoing portfolio management, expense control and vendor analysis considerations.

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Features

Caroline Willard On Leadership

The president and CEO of Cornerstone Credit Union League shares her thoughts on the importance of focus, finding inspiration, and what she’d like to see ...
Credit Union Industry Commentary

Strategic Thinking And The Road Ahead

Credit unions can’t predict the future, but they can prepare for it by thinking about how to respond to change.
Features

Top 10 Credit Union Auditing/CPA Firms

By law, credit unions at a certain asset threshold must engage an outside CPA firm for an annual audit. But an inspection of today’s modern ...

2018 Tough Questions Series: Answering Tough Questions For Your Credit Union

Jon Jeffreys, managing partner of Callahan & Associates explores the tough questions credit unions are beginning to ask themselves and what steps you can take ...
Credit Union Industry Commentary

Is The Credit Union Movement Ambitious Enough?

Credit unions are different, and better. Consumers are catching on, but market share indicates untapped opportunity awaits.
Features

The Fintech Revolution And Creative Collaboration

How a New York credit union partners with startups to meet members’ growing demand for the latest technological developments.
Credit Union Industry Commentary

Looking Past The NCUA Pocket Change

Shiny coin of $736 million does little to disguise the regulator’s $21.7 billion error at the cost to America’s credit unions.
Features

The Roots Of Financial Freedom

Three in-school branches at area high schools help student staffers develop real-world skills and foster financial knowledge.
Features

Planning Your Credit Union’s Strategy

Credit unions continue to perform well in almost every financial category. Lending increased a robust 13.3% between September 30, 1999 and September 30, 2000, while ...
Features

A Tale of Two Cards: Rewards v. Non-Rewards

This session will educate attendees on how to successfully manage a rewards program for their card holders, including rollout and redesign planning considerations, ongoing portfolio ...
Membership And Annual Member Growth, 06.30.25

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 member growth.

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