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
If You Think Your Youth Campaign Is Hip, It Probably Isn’t
March 2, 2015
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Youth advisory boards help financial institutions connect with a new demographic on its own terms.
How To Align Investments With Balance Sheet Needs
February 24, 2015
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Patelco Credit Union takes a holistic view when it comes to evaluating investment decisions.
The Measurement Trap
February 24, 2015
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Is it time to rethink how and what we measure, especially in the credit union world where “high performance” has a different meaning than in for-profit financial institutions?
Need Expertise? Take Expertise. Got A Branch? Give A Branch.
February 23, 2015
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The financial system is ripe for enhanced cooperation between leagues, CUSOs, credit unions, and talented individuals.
7 Secrets For Merger Success
February 23, 2015
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These best practices will ensure your next merger won’t be your last.
4 Ratios All Staff Members Should Know
February 23, 2015
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These four performance metrics will help CFOs explain the business of credit unions and show how every employee helps the credit union achieve its goals.
4 Lessons From Failed Mergers
February 11, 2015
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To coincide with the merger webinar hosted by Callahan & Associates, here are four infamous examples and lessons from failed mergers in the communications and retail industries.
Economic Up Tempo May Prompt Rate Ratchet
February 6, 2015
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Rising wages, employment may be greeted by rate hikes as Fed works to direct economic harmony.
Immigration Order Spurs Huge Chance To Serve
February 6, 2015
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Credit union advocates react to Obama move with call to grab market share while serving up trusted financial resources.
Split Leadership Helps Honor Keep It Local
January 23, 2015
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Honor Credit Union formed an independent executive team to build on the knowledge of merged staff members and succeed in a new market.
If You Think Your Youth Campaign Is Hip, It Probably Isn’t
Youth advisory boards help financial institutions connect with a new demographic on its own terms.
How To Align Investments With Balance Sheet Needs
Patelco Credit Union takes a holistic view when it comes to evaluating investment decisions.
Need Expertise? Take Expertise. Got A Branch? Give A Branch.
The financial system is ripe for enhanced cooperation between leagues, CUSOs, credit unions, and talented individuals.
7 Secrets For Merger Success
These best practices will ensure your next merger won’t be your last.
4 Ratios All Staff Members Should Know
These four performance metrics will help CFOs explain the business of credit unions and show how every employee helps the credit union achieve its goals.
4 Lessons From Failed Mergers
To coincide with the merger webinar hosted by Callahan & Associates, here are four infamous examples and lessons from failed mergers in the communications and ...
Economic Up Tempo May Prompt Rate Ratchet
Rising wages, employment may be greeted by rate hikes as Fed works to direct economic harmony.
Immigration Order Spurs Huge Chance To Serve
Credit union advocates react to Obama move with call to grab market share while serving up trusted financial resources.
Split Leadership Helps Honor Keep It Local
Honor Credit Union formed an independent executive team to build on the knowledge of merged staff members and succeed in a new market.
Browse Topics
Trust Still Has An Address
Callahan & Associates
In the age of smartphones and smartwatches, a strong physical branch network builds trust and credibility.
How Inflation Changed Credit Union Member Behavior
Andrew Lepczyk
Inflation has cooled, but its aftereffects still shape how credit union members spend, save, borrow, and relate to their credit union.
What’s In A Name: Chief Strategic Enablement Officer
Savana Morie
Risk gets a rebrand — and a bigger mandate — at MSUFCU, where a Strategic Enablement department helps initiatives move forward while keeping the organization safe and sound.
Aging Is An Adventure At My Credit Union
Aaron Passman
A 55+ member club is helping the Minnesota cooperative strengthen long term relationships, support active aging, and rethink how it serves members later in life.
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.
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.
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.
Manufactured Homes Help Close The Housing Affordability Gap
Aaron Passman
Lower prices and better amenities are making pre-built homes an appealing option for credit unions looking to bolster their balance sheet and borrowers stymied by the affordable housing crisis.
How Prepared Are U.S. Workers For Retirement? The Answer Is, ‘Not Well.’
Andrew Lepczyk
Data from Vanguard shows retirement preparation declines with age, leaving no generation fully ready. The gap presents both a challenge and an opportunity for credit unions.
What’s In A Name: Chief People And Technology Officer
Savana Morie
It’s not every day a technology leader takes over HR. Vantage West’s Rob Hoyle explains why the two disciplines are linked now more than ever.
The Measurement Trap