By Rebecca Wessler | Dec. 2, 2019

Five can't-miss data points this week on

By Erik Payne | Dec. 2, 2019

In advance of its core conversion go-live, Affinity Plus FCU designed a training program that fully prepared employees for technical changes while keeping them engaged in the larger process.

By Samantha Cristobal | Dec. 2, 2019

Which cores gained or lost market share in the credit union space? What does performance look like for credit union clients? Learn this and more in the annual Market Share Guide: Credit Union Core Processors from Callahan & Associates.


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By Callahan & Associates, Inc. | Aug. 21, 2019

Join Callahan & Associates and Stephanie Carl, director of marketing and digital experience at Corning Credit Union, for a discussion about how the credit union created a formal team to implement a three-pronged, no-surprise communications strategy and ensure a smooth technology conversion.

Tableau User Group: July 2019 How to Party With Your Data CORE-ectly

By Rebecca Wessler | July 15, 2019

Five can't-miss data points this week on

By Erik Payne | July 12, 2019

Two major conversions at one New Mexico credit union brought about a busy 2018.

By Erik Payne | July 8, 2019

Corning Credit Union’s online and mobile banking conversion in early 2019 topped off 12 months of careful communication.

By Marc Rapport | Dec. 3, 2018

Credit unions share how they realized process improvements and encouraged culture changes through core conversions.

By Marc Rapport | Dec. 3, 2018

Maintenance, integration issues, pricing, and even vendor disinterest can be cues that a new partner is in order.

By Marc Rapport | Dec. 3, 2018

The Prairie State credit union converted to a new core platform as part of a transformation to a new charter, a new headquarters, and a new name.

By Maya Neuman | Dec. 3, 2018

The annual Market Share Guide: Credit Union Core Processors from Callahan & Associates offers a valuable look at who’s who in the credit union software space.

By Marc Rapport | Oct. 1, 2018

Carrie Jenkins is leading Centra Credit Union on a new journey into predictive analytics powered by a new core processing system and data warehouse solution.

By Callahan & Associates | Jan. 18, 2018

Callahan & Associates and Wendy Cleveland, SVP/COO at AltaOne FCU, discuss how the $636 million cooperative selected the best core for its growth needs and ensured a smooth conversion process.

By Rebecca Wessler | Dec. 25, 2017

Credit unions share their best practices with all year. Here, Callahan’s staff writers share their selections for a handful of lesser-known pieces that are worth revisiting.

By Callahan & Associates | Dec. 15, 2017

Callahan & Associates shares key findings from its 2018 Supplier Market Share Guide: Credit Union Core Processors.

By Ian Melhorn | Dec. 12, 2017

Results from a Callahan & Associates quick-hit core conversion survey.

By Erik Payne | Dec. 11, 2017

PSECU’s director of digital channels talks features, testing, and member response to a new mobile banking app.

By | March 2, 2017

A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.

By Rebecca Wessler | Jan. 17, 2017

Five can't-miss data points featured this week on

By Erik Payne | Jan. 16, 2017

All hands on deck for phone duty is just one way Educators Credit Union ensured smooth sailing during a conversion.

By Fiserv | Dec. 7, 2015

As newer solutions hit the market, credit unions are reassessing their definition of the core. The focus is now on integration and leveraging smart data to grow member relationships.

By Symitar | Dec. 7, 2015

Stability, connectivity, functionality, and flexibility are all key to identifying the right long-term solution.

By CU Student Choice | Feb. 9, 2015

Student lending offers credit unions a chance to build early trust with a demographic that is getting tired of banks. And once that relationship is in place, the numbers can really add up.

By CompuSource Systems, Inc. | Dec. 2, 2014

A solid partnership with a core processor who gets it is key to making things happen and achieving the credit union promise for members.

Partner Perspective
When It’s Time For A Change

By Ted Bilke at Symitar | Dec. 1, 2014

Core conversions aren’t cheap or easy, but sometimes they're necessary. Here's how to make the decision in a way that will serve your credit union for years to come.

By Marc Rapport | Dec. 1, 2014

Two credit unions share the benefits and drawbacks of mix-and-match and single-vendor strategies.

By Marc Rapport | Dec. 1, 2014

After years of customizing its core system, KeyPoint decided a streamlined alternative would better suit its needs. So it re-converted to its existing platform

By Sam Taft | Dec. 1, 2014

Large players at the top of the market aren’t the only providers making gains as forward-thinking small providers enter the scene.

By Marc Rapport | Dec. 1, 2014

Two shared-core partnerships explain how to secure a better seat at the technology table.

By Rebecca Wessler | Nov. 12, 2014

Third quarter performance demonstrates how commitment to members is helping credit unions deliver better value.

By Jennifer Davis | July 5, 2013

Here are four different ways you can join the conversation about the need for an understanding of cooperative principles in regulatory leadership.

By Melissa Forsyth | March 21, 2013

By Rebecca McClay | Jan. 16, 2013

Justin Curcio, COO of Darden Employees Federal Credit Union, describes how credit unions can prepare for the technological challenges associated with a growing nationwide member base.

By Aaron Pugh | Jan. 14, 2013

A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the bank.

By Aaron Pugh | Jan. 14, 2013

A Q&A on core conversion strategies with the controller of Northwest Federal Credit Union.

By Fiserv | Jan. 1, 2013

How to find your fit when one size doesn’t fit all.

By Aaron Pugh | Jan. 2, 2012

Decisions related to a core conversion impact every aspect of the institution. What do you need to be aware of when meshing core systems?

By Aaron Pugh | Jan. 1, 2011

Aloha Pacific dives into the expansion waters and surfaces in the Lower 48.

By Aaron Pugh | Jan. 1, 2011

A look at institutions advancing the brand footprint across regional and geographic boundaries.

By Alix Patterson | July 27, 2010

Inclement weather and regulatory action are shaking up the country from coast to coast.  

By Lydia Cole | July 26, 2010

Given the similarities between MSBs and credit unions, will any consider converting to a credit union charter when the Office of Thrift Supervision ceases to exist?

By Chip Filson | April 1, 2010

When times get tough, Cassandras spring forth with dire predictions, but often they build upon weaknesses they have worked to ferret out. Here we look at – and counter – five charges by critics who believe the credit union charter has perhaps been struck a fatal blow by the recent economic troubles.

By Callahan & Associates | April 1, 2010

The collective performance of America's 7,710 credit unions in 2009 showed the public why they were granted a separate and distinct operating charter in 1934.

By Jerrie Jay | Jan. 25, 2010

We find that the greatest advantage of a North Carolina state charter over a federal one is that the state charters deal with an agency that is accessible, local, and smaller than the federal agency.

Partner Perspective
What’s in a Name? Plenty.

By Bancography | Dec. 14, 2009

A Rose by any other name would be a Sowthistle Weed. Can you imagine giving your loved one a dozen long-stemmed Sowthistle Weeds for Valentine’s Day? Unusual as it is, do you think a Sowthistle Weed would have become the symbol of romance?

By Callahan & Associates | Aug. 25, 2008

A former banker explains his personal conversion to credit unions and opportunities in the industry.

By Marsha King | Dec. 3, 2007

LCFCU works with various groups and resources to chart a course for the future.

By Shawn Birch | Nov. 5, 2007

Most merger stories are told from the point of view of the CEO, the point of view of strategy and overview. Not this one.

Partner Perspective
The Death of Collaboration

By Mortgage Cadence | April 9, 2007

By ignoring our most significant point of differentiation, we manage to do what our opponents in the banking community could not.

By Bucky Sebastian | Feb. 5, 2007

The Nationwide conversion confronts us -- can a price be placed on credit union membership?

By Callahan & Associates | Nov. 13, 2006

Online forums provide a window on members’ perceptions of credit union conversion proposals.

By Paris Ward | Oct. 9, 2006

Planning season can present an opportunity for management to re-examine their charter. Here are some guidelines to make a conversation on conversion fairer for members.

By Melanie El-Sabaawi | July 24, 2006

Philosophical arguments against conversion should be complemented with—or even secondary to—cold hard dollar estimates of the value of membership.

By Melanie El-Sabaawi | June 26, 2006

The proposed sale of Nationwide FCU to a bank will force members to choose between their mutual interests and that of their employer.

By Joe James | May 1, 2006

DFCU Financial has been in the media spotlight because of its bid to convert to a mutual savings bank. Find out how the credit union performed in the first three months of 2006.

By John M. Floyd | Feb. 20, 2006

Moral arguments aside, Pentagon CEO Frank Pollack states that a strong business case can be made against conversions. The math is simple: the credit union charter is best for members.

By CU*Answers | Feb. 13, 2006

In the second in a series of articles, CU*Answers CEO Randy Karnes addresses the conversion debate from the perspective of a vendor. Should vendors weigh in on the debate? Does their vote influence anything?

By Randy Karnes | Dec. 19, 2005

CU*Answers’ CEO Randy Karnes on the announcement of the conversion of DFCU, the largest credit union in Michigan.

By Annie Sebastian | Aug. 1, 2005

Initiating a data processor conversion is daunting; learn tips from two leading credit unions for how they initiated the process with confidence.

By Annie Sebastian | July 18, 2005

Using the benefit of hindsight, one credit union shares its steps to a successful data processor conversion.

By Chip Filson | June 13, 2005

Two large prospective conversions are testing credit union philosophy. Chip Filson asks, are members’ needs put first in conversions to stock-issuing entities?

By Melissa Murphy | May 23, 2005

A recent three-part investigative report by The Philadelphia Inquirer revealed that the IGA Federal Credit Union merger was in motion before the official conversion.

By | April 11, 2005

An upcoming product conversion isn’t the easiest thing to explain to members, but there are ways to help prevent potential rumblings

By Melissa Murphy | Dec. 13, 2004

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.

By Chip Filson | May 1, 1999

Questioning the suitability of the credit union charter as sufficient for serving member needs became a very public topic as the AT&T Family FCU banker's lawsuit wound its way to the Supreme Court. Conversions to state charters from federal -- or in a few cases to mutual savings banks -- reflected judgments about the adequacy of the legal framework in which the credit union movement would operate in the future. Once HR 1151 passed, some observers felt the major concerns over charter flexibility, especially at the federal level, were over. Instead the issue of whether the credit union charter, state or federal, is sufficiently adaptable to the changes occurring in the market are accelerating, not diminishing. More and more credit union managers are looking for ways to enhance their "organizational mobility" in response to the new business challenges from Internet-based services. But often the solutions contemplated are outside the legal confines of the credit union's charter.

By Callahan & Associates | June 1, 1998

There is a lot of shifting going on in the financial services field. Citicorp's merger with Travelers and banking legislation moving through the Congress are only two manifestations of an industry in turbulence. In these times, it is all too easy to get caught up in the details and not appreciate some of the larger developments. One that is especially telling is what is happening to charters.