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
No Frills Approach Spawns Niche Market Success
April 28, 2016
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Whitefish Credit Union in Montana ($563m) offers minimal services — no checking accounts or credit cards. Yet last year it experienced 20 percent asset and 29 percent loan growth thanks to its successful strategy.
Continuous Efforts Generate Political Advocates
April 28, 2016
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BECU and Superior FCU believe that the payoff of political activism lasts well beyond any elected official’s term limits. They have successfully implemented year-round efforts to build and maintain relationships with legislators.
Leveraging Our Competitive Difference
April 28, 2016
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Are we ignoring the competitive difference that makes credit unions unique? The largest credit union charter conversion yet will be put to a vote in November – what does an action like this mean for the industry?
Successful Merger Strategies – Part I
April 26, 2016
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The number of credit unions declines every quarter, primarily due to industry consolidation via mergers. There seems to be two different scenarios that act as catalyst for a merger. Often, a smaller credit union is constricted in its ability to offer a full range of services and products to its members, and seeks out a larger credit union with which a merger would develop more complete service for
Pay For Knowledge Creating Efficiencies in Credit Unions
April 26, 2016
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Let me pick up from where I left off from my column in February.
Helping Members Through Life
April 26, 2016
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A car. An education. A home. Wright-Patt helps its members live their lives.
From Start-Up to Big Time
April 26, 2016
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PEFCU took a chance with two young men who developed a portal for financial services companies. The credit union invested through its CUSO, installed the portal in its own credit union, and helped the company sell to others. Passageways has become a successful portal provider.
Steering a Credit Union in a Mortgage-Crisis Area
April 26, 2016
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Community First CU of Florida cuts in some areas and expands in others to be ready for the future.
Don’t Panic. Stick to Your Mission.
April 26, 2016
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We are in the low portion of a normal cycle. Previous good planning should carry you through, but some points to remember: Don’t panic; keep diversified; emphasize service over yield; stick to your mission; and maintain strong contact with members.
Finding Success at “Ministry Banking”
April 26, 2016
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Evangelical Christian CU serves ministries and even considers itself a kind of ministry as well – a ministry that helps other ministries by lending to them.
No Frills Approach Spawns Niche Market Success
Whitefish Credit Union in Montana ($563m) offers minimal services -- no checking accounts or credit cards. Yet last year it experienced 20 percent asset and ...
Continuous Efforts Generate Political Advocates
BECU and Superior FCU believe that the payoff of political activism lasts well beyond any elected official's term limits. They have successfully implemented year-round efforts ...
Leveraging Our Competitive Difference
Are we ignoring the competitive difference that makes credit unions unique? The largest credit union charter conversion yet will be put to a vote in ...
Successful Merger Strategies – Part I
The number of credit unions declines every quarter, primarily due to industry consolidation via mergers. There seems to be two different scenarios that act as ...
Pay For Knowledge Creating Efficiencies in Credit Unions
Let me pick up from where I left off from my column in February.
Helping Members Through Life
A car. An education. A home. Wright-Patt helps its members live their lives.
From Start-Up to Big Time
PEFCU took a chance with two young men who developed a portal for financial services companies. The credit union invested through its CUSO, installed the ...
Steering a Credit Union in a Mortgage-Crisis Area
Community First CU of Florida cuts in some areas and expands in others to be ready for the future.
Don’t Panic. Stick to Your Mission.
We are in the low portion of a normal cycle. Previous good planning should carry you through, but some points to remember: Don’t panic; keep ...
Finding Success at “Ministry Banking”
Evangelical Christian CU serves ministries and even considers itself a kind of ministry as well – a ministry that helps other ministries by lending to ...
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.