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
10 Questions On The Minds Of Leaders (And How The Industry Is Responding)
October 1, 2018
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Learn more about the 10 questions keeping credit union leaders up at night and how the industry is responding to these challenges in this live webinar with Callahan senior vice president Chris Howard and associate vice president of analytics and business development, Sam Taft.
Restoring Cooperative Principles At NCUA
September 14, 2018
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At the heart of credit unions is a new organizational model based in cooperative design. It should also be at the core of the regulatory system. A radical overhaul is called for.
Payments Space Invaders: Who’s Stealing Your Swipes?
September 10, 2018
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Tech-savvy credit union executives and seasoned consultants share strategy and payments plays that deserve a second look.
Caroline Willard On Leadership
September 3, 2018
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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.
Strategic Thinking And The Road Ahead
August 27, 2018
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Credit unions can’t predict the future, but they can prepare for it by thinking about how to respond to change.
Top 10 Credit Union Auditing/CPA Firms
August 20, 2018
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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.
2018 Tough Questions Series: Answering Tough Questions For Your Credit Union
August 14, 2018
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Jon Jeffreys, managing partner of Callahan & Associates explores the tough questions credit unions are beginning to ask themselves and what steps you can take to ensure relevancy.
Is The Credit Union Movement Ambitious Enough?
July 30, 2018
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Credit unions are different, and better. Consumers are catching on, but market share indicates untapped opportunity awaits.
The Fintech Revolution And Creative Collaboration
July 24, 2018
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How a New York credit union partners with startups to meet members’ growing demand for the latest technological developments.
Looking Past The NCUA Pocket Change
July 19, 2018
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Shiny coin of $736 million does little to disguise the regulator’s $21.7 billion error at the cost to America’s credit unions.
10 Questions On The Minds Of Leaders (And How The Industry Is Responding)
Learn more about the 10 questions keeping credit union leaders up at night and how the industry is responding to these challenges in this live ...
Restoring Cooperative Principles At NCUA
At the heart of credit unions is a new organizational model based in cooperative design. It should also be at the core of the regulatory ...
Payments Space Invaders: Who’s Stealing Your Swipes?
Tech-savvy credit union executives and seasoned consultants share strategy and payments plays that deserve a second look.
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 ...
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 ...
Is The Credit Union Movement Ambitious Enough?
Credit unions are different, and better. Consumers are catching on, but market share indicates untapped opportunity awaits.
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.
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.
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.
Strategic Thinking And The Road Ahead