January 9th, 2026118Dallas, Texas – ALM First Executive Benefits, LLC, a subsidiary of ALM First that offers unbiased plan design, expert consulting, plan audits, and seamless administration and plan servicing, recently welcomed two new team members. Cameron Kasteler will serve as Director, Executive Benefits and Rebecca Myers-Haeussler will serve as Executive Benefits Coordinator as the growing subsidiary continues expanding its professional team.
“To keep pace with increasing demand from forward-thinking depositories seeking tailored executive benefits solutions, we’re adding dedicated and experienced individuals to serve more of the industry,”...
January 9th, 2026019Washington, DC – Callahan & Associates, a leading provider in performance measurement, leadership development, strategic advisory, and community development for credit unions, is excited to announce the acquisition of Quantum Governance, a nationally recognized consulting firm specializing in governance and strategy.
The collaboration unites Callahan’s market-leading capabilities with Quantum Governance’s proven governance and strategy expertise. Together, the organizations will deliver enhanced services designed to strengthen leadership, improve governance, and foster innovation across the credit union...
January 6th, 2026022Naperville, Ill. – As Alloya begins to celebrate its 15th year supporting credit union success, the Board of Directors has announced that the Perpetual Contributed Capital (PCC) dividend rate to members has been increased to 3.00% as of January 1, 2026, and total dividends have now exceeded $150 million. In addition, to thank members for their unwavering loyalty, partnership and trust, Alloya closed out 2025 by announcing that all fees for the month of November 2025 were waived so that all members could enjoy a fee-free December billing. This fee waiver represents more than $3 million in additional added value returned to...
January 6th, 2026014North Augusta, SC – SRP Federal Credit Union is pleased to announce that its Board of Directors has approved a Loyalty Dividend to be paid across its membership. This additional dividend payout, totaling more than $4.2 million, reflects SRP’s continued financial strength and its commitment to rewarding members for their support.
“Serving our members is at the heart of who we are,” said Liz Ponder, CEO of SRP Federal Credit Union. “This Loyalty Dividend is a meaningful way to recognize their trust and the collective success we’ve achieved together.”
The Loyalty Dividend highlights SRP’s dedication to the credit union...
January 6th, 2026024Steven Bugg, President & CEO of Great Lakes Credit Union Joins Foundation Board
Madison, WI – The National Credit Union Foundation (the Foundation), the charitable arm of the U.S. credit union movement, announced the re-election of five board members and the election of new member Steven Bugg, effective January 1, 2026.
The Foundation exists to improve financial well-being with and through credit unions. It takes a strategic approach built on education, inspiration, and implementation—focusing on the power of financial well-being and the unique growth potential of the credit union mission. The Foundation’s board plays a...
January 6th, 2026022Strong earnings lead to the PCC dividend distribution and another special fee rebate
COLUMBUS, Ohio — Corporate One Federal Credit Union, a trusted investment, funding, and payment solutions partner serving America’s credit unions, announced it concluded the year by returning $13.6 million to members in 2025. This figure encompasses the distribution of Corporate One’s PCC dividend to all perpetual contributed capital (PCC) owners and the third annual special fee rebate for members currently using two or more of our payment solutions.
“At Corporate One, success is a shared achievement—something we build together with our...
December 20th, 2025023North Augusta, SC — In the spirit of the season and in keeping with the credit union philosophy of People Helping People, SRP Federal Credit Union is proud to announce that its Board of Directors has approved a special Random Acts of Kindness initiative totaling $115,000 in donations to 23 local charities across the communities SRP serves.
This meaningful contribution reflects SRP’s ongoing commitment to uplifting neighbors, supporting vital community programs, and spreading goodwill during a time of year centered around generosity and connection. Each selected organization plays a unique and important role in meeting local...
December 20th, 2025023Dallas, Texas – ALM First recently promoted Ryan Sherwin to Principal and named current Chief Investment Officer, Jason Haley, President of ALM First Financial Advisors, LLC, the firm’s SEC-registered investment adviser (RIA) subsidiary.
Sherwin joined the firm in 2014 and has over fifteen years of industry experience. He is well known for actively consulting with clients on their most pressing issues and customizing impactful solutions. He will continue to oversee the firm’s sales team in this new role.
“We’re thrilled to announce Ryan’s promotion and look forward to his continued contributions,” says Mike Ensweiler,...
December 20th, 2025017Summary: Credit unions face the challenge of growing loan portfolios while managing risk. Advances in automation and AI are making it possible to expand access to credit, improve efficiency, and strengthen fraud defenses—all without compromising member trust.
Credit unions strive to serve members and grow responsibly. Expand too quickly, and risk exposure rises. Tighten lending criteria too much, and growth slows, leaving opportunities untapped—especially among members with limited credit history or nontraditional financial backgrounds. The key is finding a balance that supports members and sustains long-term success.
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