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
Watch and Learn How One CU is Putting the Control in the Hands of the Member
April 21, 2016
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Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit union difference – allowing members to set their own rates and create their own accounts.
Unity One’s Three-Pronged Approach to Serve the Hispanic Community
April 21, 2016
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The fastest growing segment of our country’s population represents an oportunidad importante for credit unions.
Branches in Retail Stores Propel Membership, Asset Growth
April 19, 2016
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BECU grew in assets from $3 billion in 1999 to $5 billion in 2004. One catalyst for this growth: 33 new branches built in retail stores.
The Votes Are In: Lake Michigan Credit Union Remains a Credit Union
April 19, 2016
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The $1.1 billion Lake Michigan Credit Union (LMCU) in Grand Rapids, MI, will remain a credit union after less than two-thirds of voting members cast ballots in favor of a conversion to a mutual savings institution.
Build a Plan, it’s Worth it
April 19, 2016
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What plan did one CU follow that has 30% of their members, well above the national average, using eStatements? Can it help your credit union too?
The Provider Dilemma: Choosing a Partner or Going it Alone
April 19, 2016
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It’s hard to believe that the E-statement industry is already over 3 years old. In that short period of time, the concept has evolved from being a way to save time and money on statement delivery, to a powerful interactive marketing tool. Second generation E-statements are a powerful communication tool that can deliver value to your
Corporates are Key: Investing at State Employees Credit Union (NC)
April 19, 2016
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Last Thursday and Friday, Callahan’s held its Quarterly Credit Union Trendwatch Call with Chip Filson leading a discussion on the latest topics in the credit union industry. Part of the discussion was centered on dealing with the recent large share inflows and managing a growing investment portfolio.
Give Credit Where Credit Is Due
April 19, 2016
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Hear the story of how Wauna Credit Union motivated a member to improve his credit.
Message To The Masses
April 19, 2016
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Electronic delivery channels have expanded credit unions’ reach, but effectively marketing through those services takes its own strategy.
Helping Members Help Each Other
April 19, 2016
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Arizona is one of the hardest hit regions by the mortgage crisis and subsequent economic downturn. In response, Arizona State Credit Union ($1.34B, Phoenix, AZ) is doing what it can to assist members, individually and collectively.
Watch and Learn How One CU is Putting the Control in the Hands of the Member
Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit ... Unity One’s Three-Pronged Approach to Serve the Hispanic Community
The fastest growing segment of our country’s population represents an oportunidad importante for credit unions.
Branches in Retail Stores Propel Membership, Asset Growth
BECU grew in assets from $3 billion in 1999 to $5 billion in 2004. One catalyst for this growth: 33 new branches built in retail ...
The Votes Are In: Lake Michigan Credit Union Remains a Credit Union
The $1.1 billion Lake Michigan Credit Union (LMCU) in Grand Rapids, MI, will remain a credit union after less than two-thirds of voting members cast ...
Build a Plan, it’s Worth it
What plan did one CU follow that has 30% of their members, well above the national average, using eStatements? Can it help your ...
The Provider Dilemma: Choosing a Partner or Going it Alone
It's hard to believe that the E-statement industry is already over 3 years old. In that short period of time, the concept has evolved from ...
Corporates are Key: Investing at State Employees Credit Union (NC)
Last Thursday and Friday, Callahan's held its Quarterly Credit Union Trendwatch Call with Chip Filson leading a discussion on the latest topics in the credit ...
Give Credit Where Credit Is Due
Hear the story of how Wauna Credit Union motivated a member to improve his credit.
Message To The Masses
Electronic delivery channels have expanded credit unions’ reach, but effectively marketing through those services takes its own strategy.
Helping Members Help Each Other
Arizona is one of the hardest hit regions by the mortgage crisis and subsequent economic downturn. In response, Arizona State Credit Union ($1.34B, Phoenix, AZ) ...
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.