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
Is Outsourced Compliance Right For Your Credit Union?
July 2, 2015
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Reducing compliance costs can save credit unions thousands of dollars annually and help smaller institutions remain independent.
2 Tips To Build A Strong Employee-Sharing Arrangement
June 29, 2015
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First United Credit Union offers insight into how to maximize the benefits of shared staffing.
The Benefits Of Cooperative Design
June 26, 2015
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To buck the trend in rising merger rates, credit unions are developing innovative ways to operate independently.
A Grace Period By Any Other Name
June 11, 2015
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Call it what you will, CFPB’s promise to go easy on mortgage disclosure changes provides some temporary relief.
How To Ace An NCUA Exam
June 4, 2015
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Preparation, communication, and simple hospitality can go a long way toward making the grade with the regulator.
3 Tips To Strengthen Member Insurance Services
June 1, 2015
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Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
The Effect of New Merger Accounting Rules on Goodwill
May 31, 2015
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Merger accounting rules that went into effect this year pose new challenges for credit unions considering a merger. Mike Sacher and John Murnane walk you through an example in this 13 minute CUtv Short.
Merger Accounting-The Facts You Need Before Executing a Voluntary Merger (part 2)
May 31, 2015
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This article is part 2 of the series addressing the most common questions regarding the Acquisition method and provides appropriate perspective to the senior management team who might not be well grounded in accounting for business combinations under SFAS 141-R.
Understanding The Value Of Early Adopters
May 28, 2015
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Members who more readily accept new self-service options are a market segment worth cultivating.
What Does This Credit Union Look Like From The Member Perspective?
May 21, 2015
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Steve Webb, COO of Neighbors Federal Credit Union, discusses how the credit union is realigning its strategy and turning its design upside-down in the process.
Is Outsourced Compliance Right For Your Credit Union?
Reducing compliance costs can save credit unions thousands of dollars annually and help smaller institutions remain independent.
2 Tips To Build A Strong Employee-Sharing Arrangement
First United Credit Union offers insight into how to maximize the benefits of shared staffing.
The Benefits Of Cooperative Design
To buck the trend in rising merger rates, credit unions are developing innovative ways to operate independently.
A Grace Period By Any Other Name
Call it what you will, CFPB's promise to go easy on mortgage disclosure changes provides some temporary relief.
How To Ace An NCUA Exam
Preparation, communication, and simple hospitality can go a long way toward making the grade with the regulator.
3 Tips To Strengthen Member Insurance Services
Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
The Effect of New Merger Accounting Rules on Goodwill
Merger accounting rules that went into effect this year pose new challenges for credit unions considering a merger. Mike Sacher and John Murnane walk you ...
Merger Accounting-The Facts You Need Before Executing a Voluntary Merger (part 2)
This article is part 2 of the series addressing the most common questions regarding the Acquisition method and provides appropriate perspective to the senior management ...
Understanding The Value Of Early Adopters
Members who more readily accept new self-service options are a market segment worth cultivating.
What Does This Credit Union Look Like From The Member Perspective?
Steve Webb, COO of Neighbors Federal Credit Union, discusses how the credit union is realigning its strategy and turning its design upside-down in the process.
Browse Topics
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
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.