Getting your credit union’s board onboard with CUSOs As volunteers, credit union board members willingly give of their time, talent, and support. Their selflessness and dedication are living examples of the “people helping people” mantra of the credit union industry. Of course, anytime you bring a group of individuals together for a shared purpose, you …
Category: Credit Unions and CUSOs
Article | Make room at the adult table for CUSOs
Make room at the adult table for CUSOs It’s an old, but often true, phrase that some things get better with age. From wines and cheeses to flannel shirts and blue jeans, maturity is often associated with a high comfort level and feelings of security. CUSOs have undergone a maturation process as well, advancing with …
Capstone’s John Dearing Shares Thoughts as Part of Strategic Growth White Paper
Capstone’s John Dearing Shares Thoughts as Part of Strategic Growth White Paper Capstone Partner John Dearing provided expertise and insight for a recent white paper published by America’s Credit Unions’ CEO Council. Leveling Up: Leadership Through Asset Size Growth examined ways to potentially increase credit union asset size through both organic and inorganic growth. Dearing …
Capstone Strategic Advises Achieva Credit Union on the Purchase of Cannella Insurance Services
Capstone Strategic Advises Achieva Credit Union on the Purchase of Cannella Insurance Services Capstone Strategic, Inc. (Capstone) announced today that Achieva Credit Union of Dunedin, Florida recently acquired Canella Insurance Services of Tampa. The acquisition took place through Achieva’s credit union service organization, Achieva Insurance Agency. Achieva was advised by Capstone throughout the prospect selection …
Capstone Strategic Announces External Growth Program Partnership with CCUA
Capstone Strategic Announces External Growth Program Partnership with CCUA Capstone Strategic Inc. (Capstone) announced today the creation of an external growth program for credit unions developed in partnership with the Cooperative Credit Union Association (CCUA). The focus of the joint program is to offer external growth thought leadership and education to CCUA’s member credit unions, …
Article | If you want Gen Z members tomorrow, start reaching out to them today
Article | If you want Gen Z members tomorrow, start reaching out to them today Born between the years 1997 and 2012, the demographic given the moniker “Gen Z” now comprises more than one-quarter of the world’s population. Gen Z members are true digital natives, adept at sailing oceans of data. They have also made …
CU-nnecting Gen Z: The Next Generation of CUs
CU-nnecting Gen Z: The Next Generation of CUs Please join us on September 13 for our next credit union themed webinar, “CU-nnecting Gen Z: The Next Generation of CUs.” Join Capstone Partner John Dearing, CFA and his guest, 2aDays Founder and CEO Keirsten Sires as they discuss how credit unions can effectively reach out and connect with younger generations to expand …
To Build a More Perfect Credit Union Association?
By John Dearing In the latest issue of CU Insight, Capstone Managing Director John Dearing, discusses the importance of Credit Unions taking steps to understand the benefits and risks of crypto. Access the article here: www.cuinsight.com/investors-havent-abandoned-crypto-and-neither-should-credit-unions/ I’m still feeling the aftershocks of the seismic shift that occurred with the announcement of the proposed merger between the two leading …