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
Top 10 Credit Union Auditing/CPA Firms
August 20, 2018
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
Shiny coin of $736 million does little to disguise the regulator’s $21.7 billion error at the cost to America’s credit unions.
The Roots Of Financial Freedom
July 12, 2018
No Comments
Three in-school branches at area high schools help student staffers develop real-world skills and foster financial knowledge.
Planning Your Credit Union’s Strategy
July 11, 2018
No Comments
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.
A Tale of Two Cards: Rewards v. Non-Rewards
July 2, 2018
No Comments
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.
Credit Card Management School: Card Marketing
July 2, 2018
No Comments
Successfully promoting and growing a card program requires a multi-faceted approach: new accounts, existing accounts, and inactive account all need your attention. This session will offer segmentation and marketing approaches that work at a credit union scale, and will include specific marketing campaign examples of what works (and what doesn’t).
3 Stories Of Bank Acquisition
July 2, 2018
No Comments
As more credit unions opt to expand their operations via bank acquisitions, best practices and solid advice emerge.
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 ...
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.
The Roots Of Financial Freedom
Three in-school branches at area high schools help student staffers develop real-world skills and foster financial knowledge.
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 ...
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 ...
Credit Card Management School: Card Marketing
Successfully promoting and growing a card program requires a multi-faceted approach: new accounts, existing accounts, and inactive account all need your attention. This session will ...
3 Stories Of Bank Acquisition
As more credit unions opt to expand their operations via bank acquisitions, best practices and solid advice emerge.
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.
Is The Credit Union Movement Ambitious Enough?