Credit Unions

10X Credit Unions™

  • 20 Trends That Will Shape Your Credit Union's Future.
    The financial services industry is evolving faster than ever, and credit unions must stay ahead of emerging trends to ensure long-term success. From the rise of fintech partnerships and the integration of AI and automation, to shifts in member expectations around personalized services and digital-first banking, discover how to strategically position your credit union for growth. More important, learn how to act upon these trends, developing strategies to integrate new technologies, redefine your member engagement approach, and innovate your offerings to meet future demands. By embracing these trends, your credit union will be better equipped to deliver exceptional member experiences, capture new markets, and thrive in a competitive landscape.
  • 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 Growth Blueprint: Strategies for Scalable Success.
    The common thread among growth-oriented credit unions is scale: top line, bottom line, and with the member experience. Discover how to: Achieve sustained growth by adopting innovative and agile strategies tailored to your credit union’s unique strengths; Capture tools for identifying new market opportunities, leveraging member data for personalized offerings, and creating impactful digital outreach campaigns; and, Explore partnerships, mobile-first banking trends, and how to build a growth strategy that balances short-term wins with long-term stability.
  • 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.
  • Return on Impact.
    Community involvement, investment, and leadership reinforces the credit union philosophy, betters the lives of members, and builds awareness and business. This session: Highlights real-life examples and strategies to measure and communicate the impact of your community efforts; Delivers insights from your peers for actionable ideas to enhance your credit union’s community programs; and, Refreshes and reinforces the importance of community involvement and how it leads to mind share, wallet share, and market share.
  • 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.
  • Next is Now – Driving Disruption, Accelerating Innovation, and Outthinking the Competition.
    Innovation is more than a corporate value. Your members are counting on you to deliver resourceful products and services to better their lives and businesses. Innovation is a standard action practiced by credit unions creative and ambitious enough to shape the future of their business, one idea at a time. Practical disruption steadily tinkers with your business model; welcomes new insights and ideas; and, recognizes that rigor, discipline, and execution make up the differences between businesses that flourish, flounder, or fold.

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.
  • 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.
  • Would You Hire This MSR?
    The most customer-centric companies in the world recognize that service is the principal driver of customer growth, retention, and lifetime value. Their business models are built around customers’ success; and, their customer performance indices validate their standing. To create the most loyal sets of members, utilize these most up-to-date concepts to refine your credit union’s service model and create a service team that any customer-focused enterprise would aspire for itself.
  • An MSR at Every Desk – The Member-Centric, Service-Focused Culture.
    Members are your most valuable assets; they provide for your ability to grow. Every role at your credit union leads to the same results – members’ success, experience, and contribution to profit. If you want a culture that supports top-line growth and stellar performance; align your sales, service, and support systems with your strategic choices. A “Member First” approach and a results-based culture helps your credit union increase sales, service levels, and profits. All hold the title of “MSR” and individually help your credit union earn the right to grow for and with its members.

10X Leadership™

  • Leadership for Growth: Executive Excellence in Action.
    Credit union executives are expected to lead high-performing teams that deliver exceptional results and sustainable success. Advanced leadership strategies and practical applications help build agile, cross-functional teams that thrive in uncertainty and drive innovation. Discover how to: Advance a culture of accountability, collaboration, and outcomes that consistently achieves organizational goals; Lead with clarity and vision, aligning your team with strategic growth initiatives; and, Enable your leadership team to create a dynamic, results-oriented environment that positions your credit union for long-term success and outstanding execution.
  • 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.
  • This Isn’t the Credit Union I Came to Work For – Leading Breakthrough Change.
    Change is here – new ventures, restructuring, mergers, culture shifts, and more. Whether it’s creative destruction or disruptive innovation, leadership practices require an unprecedented degree of inventiveness and agility. Most relevant is realizing that leading change happens when one is comfortable, not waiting for the uncomfortable. Discover how to build an army of idea agents and re-inventors who toss same-old-same-old out the door and use pragmatic ingenuity to produce tangible results – ready for any change that can, may, and will come your way.

10X Governance™

  • Next-Gen Board Governance: Building a Future-Ready Board.
    As credit unions and executive teams evolve with changing member expectations, business models, and technology; so, too, must boards transform. Prepare your board for the challenges of tomorrow with: A governance strategy that is proactive, agile, and aligned with your credit union’s mission; a governance model that supports rapid innovation, digital transformation, and building a diverse board that brings fresh perspectives and insights; and, Practical tools on how to enhance your board's effectiveness in navigating multi-layered financial, competitive, and regulatory environments.
  • 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.