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
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.
The Secret Legal Opinions Behind Public Decisions
January 20, 2015
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NCUA is setting an anti-democratic precedent in its repeated efforts to keep private the legal opinions about its public regulatory authority. RBC is one example. The CUSO rule is another. Will there be more?
Anatomy Of A Market
January 19, 2015
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Superior consumer awareness and enviable market share in deposits and mortgages are just a few of the benefits of being a Spokane credit union.
How Credit Unions Can Prove Themselves
January 19, 2015
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A review of practices that show how and why credit unions are boosting their visibility and viability.
Credit Unions: Prove Thyself!
January 15, 2015
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Strategists, new Filene report say credit unions need new metrics to show the world how and why they matter.
First Imperial Grows Deposits While Shrinking Payday Lenders’ Market
January 12, 2015
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This California credit union grows deposits by focusing on checking account, and loan growth among members other financial institutions rebuff.
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 ...
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.
The Secret Legal Opinions Behind Public Decisions
NCUA is setting an anti-democratic precedent in its repeated efforts to keep private the legal opinions about its public regulatory authority. RBC is one example. ...
Anatomy Of A Market
Superior consumer awareness and enviable market share in deposits and mortgages are just a few of the benefits of being a Spokane credit union.
How Credit Unions Can Prove Themselves
A review of practices that show how and why credit unions are boosting their visibility and viability.
Credit Unions: Prove Thyself!
Strategists, new Filene report say credit unions need new metrics to show the world how and why they matter.
First Imperial Grows Deposits While Shrinking Payday Lenders’ Market
This California credit union grows deposits by focusing on checking account, and loan growth among members other financial institutions rebuff.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Economic Up Tempo May Prompt Rate Ratchet