Archive for June 2025
Digital Transformation and the Future of Credit Union Member Engagement
Digital transformation is reshaping the financial services sector, placing member engagement at the forefront of credit unions’ strategies. Traditionally celebrated for their personalized approach and strong community ties, credit unions must now embrace digital innovation to enhance relationships, retain loyalty, and maintain competitiveness. Let’s explore three key areas that have been impacted by digital transformation…
Read MoreCase Study: AJ Consultants’ Strategic CFO Search for a $3 Billion Credit Union
Overview: A prominent $3 billion Credit Union headquartered in the Mid-Atlantic faced a critical and sensitive challenge: the urgent and confidential replacement of their Chief Financial Officer amidst a pivotal acquisition. This strategic acquisition was vital for expanding their membership and market presence. The new CFO needed exceptional experience in mergers and acquisitions, the ability…
Read More4 Executive Recruitment Trends Shaping the Future of Credit Union Leadership
Across industries, the C-suite exodus is creating a leadership continuity crisis in the United States. Gartner reports 56% of executives—excluding CHROs—are likely to quit within two years, largely due to heavily increased workloads and stress. And that doesn’t account for the many retirees who will soon leave the credit union industry for good. To address…
Read MoreHow Fluctuating Credit Union Regulations Are Shaping Executive Talent Strategies
Credit union regulations and laws continue to be in constant flux. In 2025, federal lawmakers introduced a wave of policy rollbacks across the financial sector—all while challenging long-standing protections like tax exemption for CUs. At the regional level, scrutiny has intensified as well, with states like Tennessee even banning credit union acquisitions of banks. Predicting…
Read MoreBridging the Gap Between Credit Union Leadership & Culture
In the financial services industry, the pace of change is intensifying the pressure to achieve continuous innovation and operational efficiency. Seeking the power of fiscal strength, geographic reach, and product expansion, credit unions pursued record numbers of bank acquisitions and mergers in 2024—yet this strategy is not a cure-all for the challenges ahead. For credit…
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