Workshop Leader & Location

Tom Glatt

Workshop Leader

The workshop was created and is led by Tom Glatt. Tom has worked in the financial industry for 30 years, primarily as a consultant serving credit union boards and executive management teams in areas including strategy development, leadership skill assessment and development, succession, and governance. Tom has worked with credit unions ranging in size from $8M to $30B, led sessions at national conferences and credit union management schools, and has been called upon to assist with the most complex of board and management decisions.

Tom is certified by Multi-Health Systems in the Emotional Quotient Inventory 2.0 assessment tool, which measures emotional intelligence. Tom is also certified by Psychological Consultancy Ltd (PCL)  in the Risk Type Compass assessment tool, which identifies risk behavior and decision-making predisposition. 

Wilmington Riverwalk

Workshop Location

The in-person portion of the workshop will be held in Wilmington, North Carolina in the city’s Historic District. “Wilmington is a must-see southern destination rivaling Charleston and Savannah in its charm and history. The 230-block National Register Historic District is one of the largest in the South.” Learn more at

We're now taking applications for our June, 3-5 2024 workshop cohort.