Practice and client management

Social distancing has put a crimp in the credit union industry's usual philanthropic activities, but many institutions are finding new ways to give back during this festive season.

Kelly Schrader will leave the Vancouver, Wash.-based institution on Jan. 1, and Eric Petracca will take over as president and CEO.

The Columbus, Ohio, company says it has delivered on M&A promises before, and many observers say its deal for rival TCF Financial is an opportunistic move in its bid to build a Midwestern powerhouse. But others questioned whether Huntington's cost-cutting and profit expectations are too optimistic.

Matt Mamer will take over for Mark Spenny, who has helped Citizens Equity First Credit Union expand in several markets during his tenure.

The deal would create a $168 billion banking company in the Midwest and be the latest in a string of regional bank combinations.

There is an emotional and human aspect in all relationships and that holds true for the bond between individuals and brands. The COVID-19 pandemic has brought both the strengths and weaknesses in customer experience under the spotlight. This episode will focus on how connecting with customers and ensuring they have a positive experience with a company is paramount, particularly in a pandemic-driven world. Join our host, Brooke Worden, President of The Rudin Group and guest speaker, Virgil Miller, Chief Operating Officer of Aflac U.S. and President of Aflac Group in a discussion that will highlight how and why Aflac is emphasizing three key aspects of the customer experience in 2020.

The Gainesville, Fla.-based credit union has converted from a federal to a state charter and will debut its new brand identity early next month.

Ayn Talley will step down in January, to be succeeded by the credit union's longtime executive vice president.

Anna Lo, a former NCUA examiner who previously led Pacific Transportation FCU, will take the helm next month, following the retirement of longtime CEO Lourdes Cortez.

Credit unions that hope to fully reopen their facilities need to have a plan in place to ensure employees are being careful and not spreading the coronavirus.

The process will see the state's largest credit union split its president and CEO roles until longtime chief executive John Reed retires in January 2023.

Casey Klein will begin leading the Montana-based institution next month after current CEO Darla Card retires.

To improve a declining rating in the annual American Consumer Satisfaction Index, credit unions may have to make hefty investments in technology upgrades, something most of them can't afford.

Bill Knott succeeded Terrie Spiro as leader of the Maryland bank, which raised capital in 2017 by going through a complicated bankruptcy process.

First Kansas, part of the multibank holding company Ottawa Bancshares, expects to complete the acquisition early next year.

The bank will divvy up Owen's responsibilities among three other executives, including Kate Danella, who will become chief strategy and client experience officer.

Amy Nigrelli will serve as CMO of the Albuquerque-based credit union, one of two recent personnel moves there.

In order for suppliers to recover and prepare for future growth, it’s critical to understand the complex nature of the corporate cash cycle, says AvidXchange's Denise Leleux.

Thanksgiving may have already passed, but there's still plenty of room for gratitude in member communications.

Efforts to diversify boardrooms have taken on new urgency this year as racial unrest called attention to income inequality and pressure mounted on banks and other publicly traded companies to do something about it.