How Technology Can Humanize Culture: Transforming Credit Union Workplaces

In a world where technological advancements continue to shape and redefine the landscape of credit unions, the question of how technology can humanize culture is not just pertinent but essential. In this detailed exploration with Dr. Troy Hall, a best-selling author and expert in talent retention and cohesion culture, we delve into the ways technology […]

How Credit Unions Can Make the Most of the Governmental Affairs Conference (GAC) 2024

The credit union movement’s biggest annual advocacy event, the Governmental Affairs Conference (GAC) hosted by America’s Credit Unions, will occur this year from March 3 to 7 in Washington, D.C. and draw an estimated 6,000 attendees, including CEOs, board members, and executives. In addition to networking and informative sessions, the event offers credit union leaders […]

How Non-Organic Growth Strategies Can Lead to Explosive Growth in the Credit Union Movement

Achieving unprecedented growth takes strategic planning, ongoing examination, and access to the information required to consider and pursue opportunities. There is a surge of innovations, fintech partnerships, and bold ideas occurring in the credit union movement that every leader should consider, as ignoring them could pose a risk to significant future growth. In this episode, […]

Year-End Tax Strategies for Credit Union Executives

As we approach year-end, there are several tax-optimization strategies credit union executives and recent retirees may leverage based on their current financial situation. Credit union leaders often have complex compensation and retirement benefit packages plus a unique tax delta that lend themselves to creative solutions that may help them save more money or manage their […]

How Credit Unions Can Invest in Life Insurance for Executives  and Minimize Risk

Jay Rogers shares why credit unions invest in life insurance for top executives and a strategy to optimize life insurance-based benefits.

Credit unions commonly use life insurance-based executive benefits, such as collateral assignment split dollar plans to retain key talent. One of the original intentions has always been to leverage these benefits to incentivize an executive to stay in place in exchange for receiving life insurance coverage and tax-free income throughout retirement. However, what happens when […]

How Curql Brings Fintech Solutions to Credit Unions

A challenge for credit unions today is to keep pace with banks, which have seemingly unlimited budgets to fuel innovative efforts, to deliver comparable value, capture more market share, and provide enhanced member experiences. However, the investment fund Curql presents an opportunity for credit unions to not just survive but thrive by embracing collaborative efforts […]

How Credit Unions Can Create First-App Status Using Data, Generative AI

In recent years, credit unions have made significant strides in enhancing their digital banking platforms and addressing challenges posed by the pandemic, such as high deposit rates. However, today credit unions are facing a new focal point—data—which the 2023 Strategy Priorities Benchmark Survey conducted by Jack Henry & Associates® explores. In the report, respondents, including […]

How Credit Unions Can Use Data to Maximize Mission and Margin

From Amazon to Apple, the largest, most successful companies are using data to gain more significant consumer insights, produce better products and services, and capture more business. Financial institutions are no exception, with large banks currently having a competitive advantage over market and member data. However, podcast guest  Sam Brownell, CUCollaborate CEO and founder, wants […]

The Unique Opportunity SECURE Act 2.0 Offers Credit Union Executives

Last year, we released our white paper, The 125% Credit Union Executive, with ground-breaking data describing how credit union leaders could unlock up to 25% more in assets from their executive benefits by applying optimized executive financial strategies. In late 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed, including […]