Borrowing & Investing

That’s a wrap!

Thank you for attending our 2026 Annual General Meeting.

2026 Annual General Meeting

Thank you to everyone who joined us for this year’s AGM. We hope you found it informative and enjoyed hearing from our leadership team as they shared highlights from 2025 and our plans for the future.

If you weren’t able to attend, you can still catch up! Download our 2025 Annual Report to learn more about the progress we’ve made and the impact we’re creating together.

2025 Annual Report

2025 PenFinancial Annual Report

2025 was a year of steady progress and thoughtful decision-making at PenFinancial. Despite a shifting economic landscape, we strengthened our governance, maintained solid financial performance, and continued investing in long-term sustainability for our members and communities. It was a year that reinforced our resilience and our commitment to staying Truly Local in everything we do.

Download the 2025 PenFinancial Annual Report →
View the Annual Report Archive →

2026–2028 Strategic Plan

2026-2028-Strategic-Plan

In 2025, the Board of Directors began developing a three-year year strategic plan to guide PenFinancial’s future. The plan reinforces our commitment to remaining an independent, financially sustainable credit union grounded in our Purpose and values. It outlines three strategic pillars that will shape how we focus our resources and deliver long-term value for our members and communities.

Review the Strategic Plan →

Looking for a leadership opportunity with Purpose?

PenFinancial is always on the lookout for prospective Board members for upcoming vacancies. Ideal candidates will share our commitment to values-based banking and bring diverse professional expertise to the table.

Learn how you can get on Board →
Reach out to us at Board@PenFinancial.com

Our Truly Local Difference

Rooted in purpose. Planted firmly in your community. Growing together.
LEARN MORE ABOUT THE PENFINANCIAL DIFFERENCE