Credit Unions

10X CREDIT UNIONS™ (10XCU™)

  • Future Forces: The Trends Reshaping Growth, Relevance, and Results.
    The trends that matter most aren’t the loudest — they’re the ones reshaping how credit unions compete, grow, and deliver value. From redefined loyalty and AI-powered economics to hyper-personalized experiences and disruption from adjacent industries, this session spotlights what’s coming — and what to do now. We’ll explore how the most agile credit unions are investing ahead of the curve to turn change into competitive advantage. More than a forecast, it’s a strategic field guide for the next five years. For leaders ready to move first, move fast, and move with intention — this is your edge.
  • Mind Share, Market Share, Wallet Share: Growth by Design.
    Growth isn’t an accident — it’s engineered. In an era of shifting expectations and relentless competition, next-gen credit unions are winning by designing growth around relevance, visibility, and trust. This session unpacks how high-performing credit unions own the conversation (mind share), show up where it matters (market share), and build deeper value with every member (wallet share). It's not just strategy — it’s synchronized execution across brand, data, experience, and delivery. For credit unions ready to grow smarter, faster, and more meaningfully — this is your blueprint.
  • Smarter Growth: How AI Enhances the Member Experience and Expands Your Impact
    AI isn’t just a technology upgrade — it’s a growth strategy. For credit unions that want to scale member relationships, increase efficiency, and deliver personalized value at every touchpoint, AI is a must-have advantage. This session explores how future-focused credit unions are using AI to elevate the member experience — with faster service, smarter insights, and more tailored solutions — while also freeing staff to focus on what they do best: building trust and connection. You’ll learn how to lead AI adoption with intention, align it with your mission, and create a human-centered approach to digital transformation. Because when you pair powerful technology with credit union values, you don’t just grow — you grow better.
  • The KPIs of Relevance.
    In an ever-evolving financial ecosystem, examining traditional business models helps ensure relevance in the dynamic landscape of financial services. As the pace of innovation accelerates, established archetypes face the risk of becoming obsolete if they fail to adapt swiftly. In this session, we: shed light on the technological frontier; decode evolving member expectations; interpret risk management in the digital age; learn where to fearlessly innovate, collaborate, and compete; and, address the cultural shifts required to foster inventive and agile systems. Learn how you can measure relevance and secure a thriving future in the face of disruptive forces.
  • The Long Haul – How a Focused Set of Credit Unions Deliver Lasting, Industry Best Results.
    Twenty-five years of empirical, data-driven research reveals balanced success for a group of credit unions that thrive through volatile, uncertain, chaotic, and business-as-usual times. Of most interest are the differences in size, markets, members, and models. Of most value are the similarities and common threads of leadership, strategy, and capacity for sustainable success. Discover the choices made to create such built-to-last results and create a plan for your credit union to deliver enduring value for the next generation of members, markets, professionals, and communities.
  • Leading at the Speed of Members.
    A clear-cut connection exists between experiences, expectations, and engagement with your credit union. Understanding every point of a member’s relationship helps you benchmark, measure, and improve the experience. Designing an experience strategy involves recognizing expectations, addressing all stages of an experience, and delivering an effortless result. By focusing on the member’s wide-ranging journey, and how easy your credit union is to do business with, your credit union can stand out and dependably deliver exceptional experiential, financial, and engagement-worthy value.

10X Sales™. 10X Service™.

  • Never. Stop. Marketing.
    In a world of continuous transformation, your credit union’s marketing must be relentless, adaptable, and always in motion. This program emphasizes the critical need for consistent, evolving marketing strategies that drive growth and create a lasting impact. We discuss how to: Transform your brand presence by building mind share that leads to wallet share; Maintain marketing momentum through fresh, data-driven campaigns that resonate with members and potential members alike; and, Explore ways to leverage digital tools, social media, and community engagement to keep your credit union top of mind in an increasingly crowded marketplace.
  • Obsession Wins: Turning Service into the Competitive Advantage.
    The fastest-growing companies across all sectors are radically member-obsessed. A service model that goes beyond transactional excellence to become truly indispensable is your most scalable strategic differentiator. Explore how best-in-class credit unions reframe and redesign experience around ease and outcomes; and how they equip every team member to serve like growth depends on it (because it does). When service becomes your brand promise and performance lever, growth isn’t just likely; it’s inevitable.
  • The New PFI: Permanent Financial Institution.
    Your credit union can’t be all things to all members; but, it can be a permanent, long-term, part of a financial relationship which creates added lifetime financial value. Becoming a new kind of PFI involves: Integrating AI, predictive analytics, and human-centered design to create "wow" moments that foster deep loyalty and long-term retention; Retaining members that become brand advocates, enhancing awareness and consideration; Building robust experiences that increase member engagement and greater product adoption; and, Creating a brand reputation that drives growth and market share, elevating your credit union to becoming a financial institution of choice – and action.
  • Sales is Not a Strategy; Service is the Key to Growth.
    Hundreds of the most customer- and member-centric companies and credit unions, with exceptionally reliable rates of growth, have learned the secret to sales – service. These industry leaders live for their customers and members, provide outstanding experiences, market sharply, experience elevated levels of retention, and have become a permanent place in their customer’s and member’s lives. Understand the strategic advantage of service and its predictable role in growth, revenue, and lifetime value.

10X Leadership™

  • Lead with Purpose: Strategic Leadership in a High-Stakes World.
    Uncertainty favors the focused. Today’s most effective leaders bring precision to chaos, turning strategy into motion and culture into momentum. This session dives into how high-performance executives create clarity, inspire urgency, and align teams to execute with discipline — especially when the future is murky. You’ll leave with practical insights for accelerating results, building adaptive teams, and making bold decisions that stick. Leadership isn’t about reacting faster — it’s about moving smarter. This is leadership by design — for impact, for alignment, and for what’s next.
  • Strategic Leadership Begins with You.
    Forward-thinking leaders with strategic expertise are critical for leading your credit union and its plans for growth. As the business backdrop continues to swiftly evolve, credit unions need strategic thinkers and doers, at all levels, who can recognize probable challenges, devise approaches for execution, and mentor teams to success. Strategic leadership encompasses: leading change; data- and scenario-based decision making; coaching for results; innovation; and, accountability. Learn how to lead yourself, your team, and credit union with up-to-date tools, skills, and plans to stay in the lead and with an ongoing competitive advantage.

10X Governance™

  • Beyond Governance: The New Standard for Strategic, Future-Focused Boards.
    Boards that lead don’t just oversee — they drive. The most effective boards are shifting from fiduciary oversight to strategic partnership, shaping growth and preparing for what’s next. In this session, discover how modern boards increase their impact: spending more time on strategy, engaging deeply with leadership, and aligning agendas with long-term value. Learn how to rethink board composition, add future-focused voices, and lead with relevance. The boardroom should be your most underutilized growth asset — and this is how to unlock it.
  • A Dashboard for Strategic Governance.
    As your credit union grows, governance and long-term strategic focus become more important. Building a governance dashboard of success – focused on member value, market presence, leadership, and board excellence – allows your board to concentrate on strategic matters of opportunity, investment, direction, legacy, and perpetual relevance. Study a dozen board-focused metrics that elevate the board’s value to members, the CEO, and coming generations of board leadership.
  • How to Be a Great Board Chair (or Support the One You Have).
    As Board Chair, your leadership responsibility is unique. Your central role is to create and foster a culture that produces conditions for valuable group discussions between directors and the CEO. Since the Board speaks with one voice, establishing consensus on strategy and executive action is significant. From consulting work with hundreds of Board Chairs, learn the ten principles on how you can deliver these outcomes for your Board and CEO. And, if not the Board Chair, how you can increase the value you supply as an integral part of the governance team.
  • CEO Success Planning.
    Planning for CEO success “today” is just as important as CEO succession planning for “tomorrow.” For your CEO to be effective, successful, and fulfilled, future-focused boards work with their CEOs to ensure the correct mix of: compensation; incentive; retention; professional development; and personal accomplishment. Move beyond the annual evaluation and embrace a CEO success plan that evolves in real time with your credit union, developing a CEO who delivers results that matter most for members, employees, and your credit union.
  • After the Handshake: Getting CEO Transition Right.
    Succession planning doesn’t end when a new CEO is hired or appointed. The CEO transition process is equally, if not more, important to maximize your new CEO’s chances for success. Designing a plan for CEO transition involves: your Board; incoming CEO; and, at times, outgoing CEO. A comprehensive checklist for a successful CEO transition is significant to address culture, expectations, feedback, relationships, and roles. Transitioning to a new CEO is an exceptional opportunity for a Board to continue ensuring the finest leadership for the credit union’s members and professionals.