This Week's Highlights
The Great Wealth Transfer Is Also A Relationship Transfer
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
What’s In A Name: AVP Of Member Insights
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
What Makes Good AI Policy? Start With Curiosity And Accountability.
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Latest Insights
What’s Next For Credit Union Earnings?
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
All Eyes On AI
Artificial intelligence for credit unions has moved from a future concept to today's full-fledged leadership and governance challenge.
The Callahan Guide To The 2026 Final Four
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
Partner Perspectives
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
How Compensation Blind Spots Impact CEO Retention And Succession
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
Running With Scissors: The Bold Side Of Personalization
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
Trust Still Has An Address
In the age of smartphones and smartwatches, a strong physical branch network builds trust and credibility.
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Graph Of The Week
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
Industry Events
HR Virtual Roundtable
April 27, 2022
Call Center Virtual Roundtable
April 27, 2022
Webinar: Business Agility: Sprint to Win
April 27, 2022
Industry Events
Lending Virtual Roundtable
February 01, 2022 (02:00 PM - 03:30 PM)
The CDFI Landscape for Credit Unions in 2022
February 02, 2022 (02:00 PM - 03:00 PM)
Analytics Virtual Roundtable
February 03, 2022 (02:00 PM - 03:30 PM)
TriVerity Collection Call Success Training
February 08, 2022 (All Day Event)
Call Center Virtual Roundtable
February 08, 2022 (02:00 PM - 03:30 PM)
Supplier Demos
Bringing risk appetite to life with Protecht ERM
The Protecht Group
Discover how Protecht ERM brings risk appetite to life in this product tour video. Protecht is a single, no-code risk and compliance platform that enables ...
On-Demand Webinars
From first-person success stories to best practices from industry leaders, Callahan’s on-demand webinars will inspire change and spark innovation.









































































































Fresh Risks For Financial Markets