Speaking & Facilitation

Transforming industry complexity into actionable clarity for boards and executive teams.

Executive Briefings & Keynotes

The frameworks driving the modern credit union require clarity, discipline, and a willingness to confront structural friction. Tom Glatt delivers high-impact presentations and facilitated workshops designed to challenge conventional thinking and equip boards and executive teams with actionable mechanics.

True strategic transformation requires a unified vocabulary. Our briefings and workshops are designed to align boards and executive teams around a shared, objective framework for execution.

Upcoming Appearances

Full Agenda: Critical Skills for CU Directors (Lake Tahoe)
A comprehensive 2-day governance workshop led by Tom Glatt. View the full curriculum and key takeaways.
Glatt ConsultingTom Glatt

Core Speaking Topics

Presentations are customized to the specific audience, drawing from the proprietary methodologies detailed in the Living Strategy, Living System, and Living Leadership playbooks. Key themes include:

  • Living Strategy (The Future-State Business Model): Moving credit unions from static, rear-view planning to resilient, "sense and respond" operating systems.
  • Living Governance (Auditable Strategic Oversight): Replacing reactive compliance with clear, structural boundary lines that protect the asset and empower the CEO.
  • Living Leadership (Optimizing Human Architecture): Utilizing psychometric data to map executive bandwidth, manage Board-CEO tension, and eliminate organizational friction.
  • The CU HealthScore (Quantifying Institutional Advantage): Translating raw financial metrics into a predictive, standardized baseline for strategic decision-making.

Available Engagements

Glatt Consulting offers tailored speaking engagements for industry conferences, league events, and private board retreats.

  • Keynote Presentations: High-level strategic briefings covering macro industry trends, the 65% Advantage of risk reduction, and the transition from static planning to adaptive velocity.
  • Board Facilitation & Workshops: Interactive, framework-driven sessions designed to deploy the Governance Cascade, establish the Decision Matrix, or map the risk architecture of your leadership team.
  • Strategic Executive Retreats: Intensive, multi-day facilitation to diagnose current institutional health and design your Future-State Business Model Canvas.

Bring the Living Framework to Your Event

Provide your audience or your board with the frameworks necessary to thrive in the next phase of credit union evolution.

Inquire About a Speaking Engagement