It has been a few weeks since our last newsletter as we’ve been traveling and preparing for our early 2026 events. We are excited to be back on our regular weekly schedule.
I am writing to you this week from aboard the Enchanted Princess, where Jennifer and I are currently presenting at the Caribbean Islands Credit Union Educational Cruise, a CU Conferences event.
Our Day 1 sessions tackled some of the biggest points of failure for modern credit union boards. In one of this week's posts I've shared the highlights with you—specifically focusing on the death of the static strategic plan, how to navigate your board's risk psychology, and why "Radical Localism" is the future of the branch experience.
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Day 1 Recap: Strategy, Risk, and the ROI of Hospitality
We just wrapped up Day 1 here aboard the Enchanted Princess for the Caribbean Islands Credit Union Educational Cruise. The theme for today was "The Leader Within & The Strategic Horizon."
We dove straight into the three biggest points of failure for credit union boards: Static Strategy, Psychological Blind Spots, and Commoditized Member Experiences.
Here is the "Day 1 Download" for those of you navigating the currents back on land.
In Case You Missed It: New 2026 Research
While we took a brief pause on the weekly emails, we’ve been busy publishing new insights and data on the site. Here are two critical pieces to catch up on.
Tom Glatt
Tom Glatt
On the Road & Upcoming Events
Currently On the Road: Caribbean Cruise Jennifer and I will be at sea through February 25th, diving deep into strategy, governance, and member experience. We'll be sharing more takeaways from the ship in next week's update!
Upcoming: Critical Skills for Credit Union Directors Lake Tahoe Workshop Join me in Lake Tahoe for a comprehensive 2-day Governance workshop. From analyzing "Financial Vital Signs" to building your optimal "Annual Calendar," this session is designed to elevate your board's oversight capabilities.
Best,
Tom Glatt
