Callahan Collections

HR

 
 
DEI Best Practices

How To Make DEI A Reality At Credit Unions

Individuals, organizations, and industries — including credit unions — are starting to tackle in earnest the lack of diversity, equity, and inclusion within their ranks. This Callahan Collection pulls together strategies and best practices to support real progress toward creating a more just workplace and society.

 
CEO Onboarding

CEO Onboarding

When a new CEO joins the team, everyone looks to them for oversight, supervision, and, most importantly, leadership. That’s a tall order to fill, regardless of whether the CEO has worked his or her way up the ranks or is joining the credit union from another institution. This collection features thoughtful advice from new credit union CEOs on what it takes to lead a successful transition and how to build that success from day one.

 
BankAcquisitionCollection

Buy A Bank. Serve The Community.

The number of bank acquisitions by credit unions nationwide is growing, yet it’s hardly a buying spree. Bank and thrift deals increased from an average of three per year during 2014-2017 to 16 in 2018 and 18 in 2019, according to data from Callahan & Associates. Callahan has been following the trend as it unfolds, and this Callahan Collection looks at how credit unions are evaluating acquisition opportunities, merging staffs, onboarding bank customers, and more.

 
Team Development

How To Build A Better Team

The financial services industry moves fast, but that doesn't mean credit unions can’t keep up. Credit union leaders in the know turn to team-based learning to achieve the alignment they need to seize opportunities and avoid disruptive threats. This Callahan Collection shows how and why a team-based learning solution works for some of the movement's most successful, agile credit unions.

 
On Leadership

On Leadership

Merriam-Webster defines “leadership” as the act of molding individuals into a team. How leaders choose to mold those individuals can vary greatly and have a profound effect on how the team performs. This Callahan Collection spotlights notable leaders across credit union land by digging into their past, discovering how they joined the movement, finding out what makes them tick, asking about career successes and lessons learned, and seeking advice for the future of credit unions.

 
What's In A Name?

What's In A Name?

Job titles say as much about the organization as they do the person. Changing job titles — the titles themselves, not the people holding them — is not a new thing in credit union land. But there’s a new wave of them that are interesting and promising. These new titles are turning traditional roles on their heads, and they clearly show how credit unions are thinking differently about the cooperative model in today's financial services environment.

 
Succession Planning

The Best Defense Is A Good Succession Plan

Change, as they say, is the only constant in life. So it is with credit union executive teams. As CEOs leave the organization, the best defense against confusion or concern is a robust succession plan. This Callahan Collection features credit union approaches to the age-old question: “What’s next?”

 
The Annual Issue: Strategies For Reviews, Reports, Meetings, And More

The Annual Issue: Strategies For Reviews, Reports, Meetings, And More

Credit unions rely on the talent and skill of their employees to serve members. And although individual employees bring different skills to the job, the best employees are all healthy and engaged. This Callahan Collection shows the ways credit unions are leveraging reviews, meetings, and programs to create a stronger set of employees.

 
The Cultural Wars

The Cultural Wars

Whether the result of a merger, a change in leadership, or a simple reboot, changing the culture of a financial institution is no easy feat. But sometimes that's exactly what a credit union needs to break out of a rut and achieve its true growth potential. This Callahan Collection looks at credit unions who have undertaken a culture change and focuses on what spurred the change, the vision for the future, how the credit union implemented its vision, and results.

 
Tips To Help Your Team Work From Home

Tips To Help Your Team Work From Home

When it comes to productivity, Mother Nature is no match for telecommuting technology. But in addition to the occasional snow day alternative, many credit unions today are discovering remote and flexible workforce options attract new workers, boost retention, and improve member service. This Callahan Collection covers considerations for whether and how to deploy a telecommuting option, insights into how to manage a remote workforce, and real-world examples of policies that work.

 
Role Re-Vision For The Modern Credit Union

Role Re-Vision For The Modern Credit Union

Few industries are evolving as quickly and significantly as financial services. As new technologies and member expectations cause a shift in credit union operations, it follows that institutions are creating roles to keep up with the changing tide. This Callahan Collection features examples of credit unions that have created new roles and adjusted responsibilities in response to a growing industry.