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In an article from the CEO Advisory Group, Key Considerations in Merger, it explains the fundamentals of what it takes for a merger to be finalized. Here is an excerpt from the article: Read More

In an article from the CEO Advisory Group, Key Considerations in Merger, it explains the fundamentals of what it takes for a merger to be finalized. Here is an excerpt from the article: Read More

Who doesn’t love the chance at some free swag? Even better, what company doesn’t enjoy seeing their logo being advertised by happy members in the community or social media posts?! Contests and giveaways are a great opportunity for your credit union to gain engagement and strategically grow measurab Read More

Our favorite day of the week, #HumanitarianHighlight day! We love our credit union industry and all those who help create a #CUdifference within the community. Read More

A lot of new and exciting things are happening in September. No more wearing white after Labor Day, school is back in session, and the trees begin to change colors! At Oak Tree we know that keeping up with day-to-day changes is enough not to mention regulatory changes, which impact the current and Read More

In a recent Credit Union Journal Opinion Column, Funds Availability Policies: The Good, The Bad and The Ugly, Oak Tree`s CEO talks about how a credit union's members expectations are much different now compared to a decade ago when instant funds were not as common. Here is an excerpt from the artic Read More

It's our favorite day of the week, #HumanitarianHighlight day!! When looking through the many credit unions that have done an act within a community, it made us heartfelt and so inspired to see how there are so many people who want to help. Read More

In the Credit Union Journal opinion article, Don't Wait Until Next Year to Revisit Your Marketing Strategies, it discusses how having a good plan and engagement through many platforms in social media will help draw in audience attention. It also dives into how to add a personal touch to automated m Read More

Our #HumanitarianHighlight this week is very special and we can't wait to share it with you all. We believe that standing strong to help those in need will create a path for others wanting to do that same. Find out more in the link! Read More

Visions of sugarplums dance in the heads of children while they drift through dream world on Christmas Eve, waiting for Santa to arrive. Just like a bride dreams of her favorite wedding or we all dream of the perfect house. What about credit unions, though? They have dreams too! Lending growth, cre Read More