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 […]
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.
Strategies for the Credit Union CEO of Tomorrow
This piece is based off of a roundtable discussion at the CU 2.0 Brainstorm Event in July 2021. It is not intended to be comprehensive—rather, it will provide a cursory introduction to credit union CEO strategy.
Unpacking Legislation That Will Impact Credit Unions in 2021
Following the 2020 U.S. election, legislative priorities are expected to shift with a stronger focus on protecting consumers personal finances, establishing stricter disclosure requirements, and changing, or eliminating, overdraft fees. These actions will have a significant impact to the operations and income for credit unions.
2021 Credit Union Technology Trends to Watch
Wow. 2020 managed to pack a decade of excitement into the span of a single year. Interestingly, it also packed several years worth of digital transformation into a few months at the beginning of the pandemic. Credit unions began by closing branches, leaning heavily on their digital channels… and continued to lean on digital even […]
How to Get Your Employees to Survive and Thrive Working from Home during the Coronavirus Crisis – Webinar
What is the webinar about and what can attendees expect to learn? Leading Well, Remotely. Taking care of your organization during times of transition.
Credit Union Recession Guide
As of this writing, the COVID-19 quarantine appears to have flattened the curve somewhat and discussions have shifted to how things will reopen. Many credit unions have been in crisis management mode for many weeks, and while they have felt the impacts on day to day operations with branch closures and remote workers, the financial […]