An Exclusive WCMS Alumni Briefing: Beyond the Numbers with CU HealthScore

The current market is exceptionally noisy. Volatile rates, liquidity pressures, and shifting member behaviors make traditional performance metrics a minefield.

As a leader, you're forced to ask the critical question: Are we looking at lagging indicators or leading ones?

For graduates of WCMS, strategic leadership means filtering that "noise" to find the "signal." This is precisely why we built CU HealthScore. It's not just a data feed; it's a diagnostic tool.

In this exclusive, live briefing for the WCMS Alumni Association, Tom Glatt will pull back the curtain on the latest system-wide HealthScore data. We will move beyond the "what" to explore the "so what"—connecting the numbers you see to the strategic decisions you must make.

The Briefing: A Peer-Level Agenda

This is a C-suite level briefing designed for strategic leaders. We will not waste time on basic definitions. We will focus on:

• A Diagnostic Look at Industry Health: Using the HealthScore to identify the true sources of pressure on Net Interest Margin and which leading indicators are (and are not) flashing red.
• The "Check Engine Light" for Loan Portfolios: What is the data telling us about the disconnect between credit quality, loan growth, and provisioning?
• The Efficiency & Growth Paradox: Is the industry successfully spending its way to growth, or is there a hidden "drag" on performance? We'll follow the data on OpEx, member acquisition, and profitability.
• Connecting Data to Your Mindset: How to use these insights to challenge your team's assumptions and pressure-test your strategic plan before your next board meeting.

About Your Host

This session is led by Tom Glatt, President of Glatt Consulting. For over two decades, Tom has been a trusted advisor to credit union boards and leadership teams, guiding them through the critical intersection of strategy, governance, and performance.