Valentine’s Day Ideas to Show Your Credit Union Members Some Love

It’s that wonderful time of year when everyone is thinking romance. And nothing says romance like credit union talk! Of course, we thought it would be good to publish our best ideas of how to show your members you love them!

So, if you are in a romantic mood and thinking about your money, then this blog is for you.

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The Key Elements of Strategic Planning Sessions for Credit Unions

Strategic planning is one of my all-time favorite activities. There is nothing better than getting management teams and boards offsite, out of their routines, and thinking about the future.

As an entrepreneur, I live in the tomorrow as soon as we paint its future. When I worked at a credit union, our planning process was always a bit challenging. Each year, we would pile new initiatives onto our existing pile and then struggle with yet another list of tasks. But good strategy shouldn’t determine only what can be added—it should also identify what can be cut out.

Having facilitated a number of credit union strategic planning sessions, we have found a formula that works pretty consistently.

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The Best 8 Books for Credit Union Management

A couple of years ago, I ran into a good friend of mine in the credit union industry. He asked what I had been up to, and I mentioned I had written a book for credit unions, Credit Union 2.0. We discussed the book and I offered to send him a copy.

He responded, “Don’t bother. I don’t read books.”

I laughed and said, “Oh good. In that case, the book isn’t for you.”

Taken aback, he asked “why not?”

I said, “Well, I wrote the book for people who read books, and you don’t read books. Clearly, you aren’t my audience.”

So, if you don’t read books, and especially not credit union books, then this article won’t be so useful.

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5 easy ways to start your credit unions digital transformation

Digital transformation. Omnichannel. Cloud. Blockchain. Artificial intelligence. Who knows the next buzzword that will strike the credit union industry? It feels like there is always a new hot topic. In fact, it’s hard to know what’s important—and what isn’t.

With that in mind, many credit unions ask me:

What are the easy ways to start our credit union’s digital transformation?

I can think of five easy ways to start.

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