Any credit union using yesterday’s business practices to operate in today’s fast-paced business environment will struggle to survive into the future. The best-performing credit unions have consistently reinvented themselves to keep pace with the evolving financial services landscape—defined… Read More

While mergers continue unabated in the credit union industry, the reasons for undertaking them has shifted over the years. As we reported in our 2019 white paper, “When Prospective Partners Come Calling,” most mergers in the past occurred… Read More

Succession planning is getting considerable attention in 2025, as the deadline draws nearer to the NCUA final rule requiring that federally insured credit unions have a written plan. With just a few months until the Jan. 1, 2026,… Read More

Succession planning has been a hot topic in the credit union space over the last several years, fueled in part by the National Credit Union Association’s rule that requires federal credit unions to establish a formalized succession planning… Read More

Scale is one of the hottest topics in credit union operations these days. With the rising cost of technology, operations, talent acquisition, and other business functions, the need for credit unions to become simultaneously bigger and more efficient… Read More