Cooperative Strategy


By Susan Levi Wallach | May 11, 2015

The formation of Lake Trust Credit Union in 2010 presented challenges and opportunities in seamlessly integrating the upper tiers of credit union management.

By Rebecca Wessler | May 11, 2015

This week, offers tips and insights on how to build a united credit union after a merger.

By Sam Taft | May 11, 2015

Credit unions face the reality of a merger every year, so how are mergers reshaping the credit union landscape?

By Callahan & Associates, Inc. | Feb. 13, 2015

Callahan & Associates chairman Chip Filson and analyst Sam Taft discuss merger pitfalls and alternative organizational designs.

By Callahan & Associates, Inc. | Feb. 13, 2015

Callahan chairman Chip Filson and analyst Sam Taft discuss two enormous failed mergers.

By Erik Payne | Feb. 11, 2015

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.

By Drew Grossman | Nov. 17, 2014

Employee interviews, a town hall meeting, and merger buddies helped 1st MidAmerica build a template for future mergers.

By Aaron Pugh | Nov. 17, 2014

Honor Credit Union formed an independent executive team to build on the knowledge of merged staff members and succeed in a new market.

By Marc Rapport | Nov. 17, 2014

When ISUCU merged with a smaller credit union and adopted its core, it learned lasting lessons about data, internal champions, and anticipating member reaction.

By Rebecca Wessler | Nov. 17, 2014

How do credit unions ensure the mutual attraction that spurred a merger lasts well into the future? Find out this week on

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