Events

Browse below for GC's latest event updates and scheduled appearances. Expand for details.

Coming Up...

Webinar: Organizational Structure

Join Tom Glatt and Matt Griffiths on Thursday, July 8, 2021 from 2pm - 3pm Eastern for a CU Conferences' live webinar. Tom and Matt will deliver a session titled "Architecting an Effective Organizational Structure."

About the Webinar

Credit unions often spend countless hours attempting to architect the perfect organizational structure and chart only to be frustrated with the end result when it fails to inspire operational effectiveness and efficiency. The reason such efforts fail is because many "perfectly-designed" org restructures often fail to consider the realities of the existing business model, workflows, and processes that exist behind the simple links between departments and positions.

Fortunately there is a better approach to organizational structure, which is to develop a complete view of the credit union’s business model, identify its inherent advantages and weaknesses, and build an organizational change plan that culminates in more efficient and meaningful work - not to mention a truly representative and relevant organization structure and chart.

In this in-depth CU Conferences' webinar, Glatt Consulting’s Tom Glatt and Matt Griffiths will walk you through this approach, showing you how to move your credit union through business model awareness to effective change and operational relevance.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience.

Registration

Conference: Social Media

Join Tom Glatt on July 15 - 18, 2021 at the Hilton San Francisco Union Square, San Francisco, California for CU Conferences' 2021 Social Media conference. Tom will deliver two sessions at the conference, and serve as conference coordinator/MC. Tom's sessions include "Governance and Social Media," and "Social Media: What is it Good For?"

About the Conference

There’s no question that social media is here to stay! But there are many questions and challenges that come along with this powerful tool. What should you post? How do you ensure that your brand is carried out consistently through all your social media channels? Join fellow marketing and business development managers, social media specialists, board of directors, supervisory committee members, CEOs, senior management and others from across the country at this enlightening & informative conference.

Registration and additional details at CU Conferences

Podcast: July 2021 Insights with Matt and Tom

Join Matt Griffiths and Tom Glatt on Thursday, July 22, 2021 from 4:15 - 5:15 p.m. Eastern for a live Glatt Consulting Insights podcast.

About the Podcast

We're working on our next podcast topic, but you can still register to attend live.

Register on Zoom to join the live podcast: https://us02web.zoom.us/webinar/register/WN_TA_Qv-HFRw2GKyG8ZmpASg

Virtual Conference: CU Leadership Summit

Join Tom Glatt live on Friday, August 6, 2021 for the CU Leadership Virtual Summit. Tom's "Board Succession Readiness: How to Create a Governance Funnel" session and will cover practical step-by-step guidance to develop a “readiness funnel” so you can confidently add well-qualified and well-prepared directors.

About the Virtual Summit

For 43 years, the CU Leadership Convention has been delivering a one-of-a-kind conference experience filled with inspirational keynotes speakers and practical breakout sessions packed with credit union executives and consultants ready to share their best strategies to help you grow. And this year is no exception. All credit union C-suite executives and directors are invited to join us for this special one-day event so you get both the inspiration and guidance your team needs to better serve all your stakeholders.

Registration and additional details

Conference: National Director's Roundtable

Join Tom Glatt on October 11 - 15, 2021 at the Hotel del Coronado, San Diego, California for CU Conferences' 2021 National Directors Roundtable Conference. Tom will deliver two sessions at the conference, and serve as conference coordinator/MC. Tom's sessions include a pre-conference workshop entitled "Board Responsibilities and Liabilities," and a general session entitled "Emotional Intelligence."

About the Conference

Network with fellow board of directors, board chairs, CEOs, supervisory committee members, & other credit union leaders from across the country. Explore solutions to tough issues facing credit unions with our highly acclaimed team of presenters. Learn from & share ideas with your credit union peers during a roundtable discussion by asset size.

Registration and additional details at CU Conferences


Archives

Podcast: June 2021 Live Insights Podcast with Matt and Tom

In this podcast Tom Glatt and Matt Griffiths explore the latest credit union HealthScore, and then break open how members and credit unions have managed all those the stimulus funds that spurred asset growth from the first quarter of 2020 through the first quarter of 2021.

View the podcast archive: https://youtu.be/hMFc9bk8hrc

Podcast: May 2021 Live Insights Podcast with Matt and Tom

This month Tom and Matt were joined by special guest Dr. Thomas Simpson for an exploration of inflation. Dr. Simpson spent most of his career at the Board of Governors of the Federal Reserve System in Washington, D.C. serving as a senior officer with responsibilities in the areas of monetary policy, economic forecasting, and financial markets. He was also an officer of the Federal Open Market Committee. Dr. Simpson's tenure at the Fed covered the Burns years through the Greenspan years, and during that time monetary policy and its impact on inflation were hot topics.

View the podcast archive: https://youtu.be/ARYv4j_4yy0

Webinar: How Healthy are Credit Unions?

In a time when "health" is a fundamental global concern and a context for analyzing current and future prospects, it is natural to wonder about the health of our own credit union community. How healthy are credit unions, really? For credit unions at the peak of health, how did they get there? For those that aren't, why? And what does today's health prognosis mean for the future of credit unions as a community and a movement?

Join Tom Glatt in an interactive exploration of credit union health and performance. Tom will utilize an analysis model called the Credit Union Industry HealthScore to answer important questions about industry health, and what today's health status suggests about tomorrow's credit unions.

Participants registering in advance of the session will receive a custom HealthScore report for their credit union, allowing for a more individualized webinar experience.

Registration open for WCMC alumni only

Webinar: The Nation's Healthiest Credit Unions

Matt Griffiths and Tom Glatt were live on Thursday, May 6, 2021 for a Credit Union Conferences webinar.

About the Webinar

Which credit unions are the "most healthy," and how are they different than the average credit union? In this exploration of credit union philosophy and performance, Glatt consulting's Tom Glatt and Matt Griffiths take a deep dive into credit union health and in the process showcase just how different the best are from "average." This webinar will be sure to give you points to ponder, if not completely change the way you approach strategy and structure at your credit union.

View the archive

Podcast: April 2021 Live Insights Podcast with Matt and Tom

Matt Griffiths and Tom Glatt were live on Thursday, April 22, 2021 from 4:15 - 5:15 p.m. Eastern for a Glatt Consulting Insights podcast.

About the Podcast

Tom and Matt explored credit union mergers, looking into what kinds of credit unions are merging, and how well past mergers have done in delivering member value.

View the podcast archive: https://youtu.be/wX-ZDxmY-Fw

Virtual Booth: CUNA HR & Organizational Development Council

Glatt Consulting is a bronze-level sponsor for the CUNA HR & Organizational Development Council scheduled to take place April 20-22, 2021. Well also be exhibiting in the Solutions Marketplace exhibit hall, and will be available live for roundtable meetings and 1:1 networking conversations. See you there.

Registration and additional details at CUNA

Webinar: Developing Your Merger Negotiables

Matt Griffiths and Tom Glatt were live on Thursday, March 4, 2021 for a live Credit Union Conferences webinar.

About the Webinar

Whether or not mergers are of particular strategic interest to a given credit union, every credit union should have well-defined "standards" for how it will manage merger conversations. The reason is that every credit union, at some point, will be approached with a merger opportunity - and the credit union's response, and subsequent engagement, should be informed by well-reasoned perspectives and view points.

To that end, this Webinar, led by Glatt Consulting's Tom Glatt and Matt Griffiths, will walk you through the nine areas of particular concern to early-stage merger discussions, explain the type of elementary issues that fall within each area, and outline a development roadmap your credit union can follow to establish clear and reasonable merger negotiation expectations and boundaries to use in future discussions with prospective merger partners.

View the Webinar Archive

Conference: CUC Spring Training

Join Tom Glatt on March 11-14 in St. Petersburg, FL or March 18-21 in Scottsdale, AZ for CU Conferences' 2021 Spring Training conference. Tom will deliver three sessions at each conference, and serve as conference coorindator/MC.

About the Conference

Revitalize your spirit, refresh your skills and renew your dedication at CU Conferencesʼ annual Credit Union Spring Training Conference. Also featuring valuable networking time with fellow board of directors, board chairs, supervisory committee members, senior managers, marketing and business development managers and other credit union professionals from across the country.

Registration and additional details at CU Conferences

Podcast: March 2021 Live Insights Podcast with Matt and Tom

Matt Griffiths and Tom Glatt were live on Thursday, March 25, 2021 from 4:15 - 5:15 p.m. Eastern for a Glatt Consulting Insights podcast.

About the Podcast

Tom and Matt plan to explored credit union HealthScore performance, discuss the environmental factors influencing performance trends, and sample new "top shelf" additions to the GC cabinet.

View the podcast archive: https://youtu.be/3jJPmRrLYu8