The 'old playbook' for CU strategy is failing. At the 2025 Reaching Your Members conference, Tom Glatt shared a 3-part framework for moving from a static plan to a truly resilient model.
Chipotle’s model was built for a "snapshot" of a customer, not their "lifecycle." When the customer changed, the model broke. This is the same trap many credit unions fall into.
Chime is winning the checking account war, not with features, but with a superior, non-punitive business model built on interchange. Why are credit unions failing to compete?
In strategic planning sessions across the country, credit union leadership teams build ambitious roadmaps for the future. They chart out
The concept of "open banking"—giving members control over their own financial data—is rapidly moving from regulatory
At CU Conferences’ 2025 National Director’s Roundtable, I had the pleasure of presenting a framework for building a more
Can you explain your credit union's entire business model on a single page? Can every member of your
