Best Credit Union Conferences of 2026
We did conference research so you don’t have to! Well, maybe reading this counts as research, but it’s not as soul-sucking as the kind we had to do to write this. (Seriously. Read our methodology at the bottom if you don’t want to get back to work but you miss being bored.) Ready to see […]
The Key Elements of Strategic Planning Sessions for Credit Unions
Strategic planning is one of the most rewarding parts of working in this industry. There’s something energizing about getting board members and leadership teams out of the day-to-day and into a room to talk about the future. When I worked inside a credit union, planning was always a bit messy. We’d start with big goals, […]
How to Choose the Right Credit Union Strategic Planning Facilitator
It’s a wild world out there. Disruptive technologies and emergent market conditions are forcing us to completely reconsider our credit union strategies. If you want to be ready for what comes next, you need a credit union strategic planning facilitator. Each summer, hundreds of credit union boards and executives gather at a beautiful offsite location […]
Credit Union Strategic Planning Topics
Read the whole credit union strategic planning guide here. Ahhh, credit union strategic planning. Is it something you look forward to? Or is it more of a necessary evil? The last few years have made it clear that credit unions need to stay ahead of industry changes. Digital transformation, risk management, and evolving member expectations […]
Understanding the Credit Union Strategic Planning Process
Read the whole credit union strategic planning guide here. For some, strategic planning is just a meeting. For others, it’s a foundation for the credit union’s future. A well-structured plan aligns leadership, optimizes resources, and outlines priorities so you don’t get distracted throughout the year. This article outlines the strategic planning process. We’ll address why […]
Turning Member Feedback into Results
It’s never good enough to simply have member feedback. You have to actually use it, too. If you want to ensure that your members’ voices aren’t just heard, but are acted upon effectively, tune into this member experience webinar. LiveSurvey CEO David Deckelmann hosts Customer Experience Expert Charlene Foley from SEE Me CX, inc. The […]
Credit Union Strategic Planning Facilitators Guide
Download the full Credit Union Strategic Planning Facilitator Guide here. The leaves are falling. The smell of warm toner is in the air. Yup—it’s budget season, which means it’s also time for credit union strategic planning.
The Best New Credit Union Core Software with Fintech-Friendly Values
The credit union world is getting faster paced, like it or not. AI—and the slew of new fintech solutions powered by it—calls for nimble, tech-ready architecture to support it. Legacy cores, while dependable, often lack the agility needed to keep up with the rapid evolution of fintech. That is, unless you love waiting a year […]
Direct Investment in Fintech Companies vs. Investing Through a Fintech Fund: A Comprehensive Guide for Credit Union Executives
Executive Summary In today’s rapidly evolving financial landscape, fintech stands as a transformative force, offering a myriad of opportunities for credit unions to modernize operations, diversify portfolios, and drive groundbreaking innovation. Yet, as we navigate this burgeoning field, a pivotal question arises: should credit unions invest directly in fintech startups or opt for fintech funds? […]
50 Shades of Fintech: Unveiling the Risks and Kinks of Entrepreneurial Styles
Let’s face it, being a fintech entrepreneur can make you feel a bit bipolar. In 2005, I received funding from 7 credit unions to start my first big company. We crushed it the first year, signing 20 credit unions and setting up a path where we doubled every year for 6 years. In our second […]