Thoughts
Collaboration Is the New Scale: How Credit Unions Can Grow Without Giving Up Their Independence
For decades, scale in financial services has been treated as a blunt instrument. Bigger balance sheets. Bigger footprints. Bigger mergers. Yet the next era of
Leading with Intelligence: AI as the New Leadership Tool
Artificial intelligence is everywhere in the financial services conversation. It’s the buzz in boardrooms, the centerpiece of technology investments, and the subject of more webinars
AI Has the Brains – You Bring the Wisdom
Artificial Intelligence (AI) has taken financial services by storm, and too many professionals are responding with anxiety instead of ambition. Let’s be direct: fear is
Leading Through Disagreement: The Strategic Power of Constructive Tension
Credit unions were built on cooperation, but the modern operating environment is making leaders reckon with a harder truth: cooperation does not mean the absence
Speed Is a Strategic Advantage
Credit unions often pride themselves on being thoughtful, member-centric, and deliberate. Those qualities matter. But in an operating environment where big banks scale faster, fintechs
Leading with Intelligence: AI as the New Leadership Tool
Artificial intelligence is everywhere in the financial services conversation. It’s the buzz in boardrooms, the centerpiece of technology investments, and the subject of more webinars
From Kind to Cutting-Edge: Reinventing Service for the Data-Driven Credit Union
Credit unions have long positioned themselves as the friendlier financial option. Personalized service, warm welcomes, and community connections remain hallmarks of the movement. But kindness
The KPIs of Relevance: Key Performance Indicators
Too many strategic plans lead with Key Performance Indicators. That’s a mistake. When financial ratios, activity metrics, and dashboard data dominate the opening conversation, it
Grow Anyway
Let’s get one thing straight: the value credit unions deliver is not up for debate. While bankers groan about competition and regulators issue cautious forecasts,
The 5 Rs of Strategic Progress
In the changing environment of financial services, strategic planning is a cornerstone for credit unions aiming to thrive amid competition, technology shifts, and member expectations.
AI Isn’t Optional Anymore—It’s a Strategic Imperative
Artificial intelligence isn’t lurking on the edge of the credit union world; it’s already shaping how we engage members, run operations, and think about the
The KPIs of Relevance: Key Predictive Insights
Strategic planning often leans too heavily on rearview metrics — measuring what’s already happened and assuming the past will predict the future. But the velocity
The KPIs of Relevance: Key People and Infrastructure
Big ideas. Big bets. Big projects. None of it matters without the right people and the right infrastructure to make it happen. Key People and
The KPIs of Relevance: Key Projects and Initiatives
Strategic planning isn’t just a ritual. It’s a reckoning. If Key Possibilities and Ideas give you vision…And Key Priorities and Investments give you focus…Then Key
The KPIs of Relevance: Key Priorities and Investments
If the first step in future-focused strategy is to imagine what’s possible, the next step is to decide what matters most. That’s where Key Priorities
The KPIs of Relevance: Key Possibilities and Ideas
In most strategic planning conversations, “KPI” is shorthand for Key Performance Indicators — measurements that show where you’ve been, how you’re doing, and where you’re
How Credit Unions Can Grow Without Losing Their Soul
Growth is the golden goal; but for credit unions, it’s not just about adding members or entering new markets. It’s about expanding while staying true
Members Over Metrics
Somewhere along the way, strategy got complicated. Charts replaced conversations. Growth targets overshadowed service improvements. And, too often, members — the people who own the