Governance

Governance

The Whistleblower Gap: Owning Your Internal Reporting Architecture

The NCUA encourages credit union employees to use its Fraud Hotline. Discover why relying on an external regulator is a governance failure, and how boards must own their internal whistleblower architecture.

Strategic Execution

The Execution Gap: How to Cure "Project Obesity" and Make Strategy Live

90% of strategies fail because of poor execution. Learn how to bridge the gap between boardroom vision and frontline action by curing "Project Obesity" and building a strategic Kill List.

Speaking Event

Secure Your Seat for Lake Tahoe: Early Bird Rates for "Critical Skills"

Planning your Q3 board education? Register for the "Critical Skills" workshop in Lake Tahoe by May 14 to lock in the Early Bird rate and save $100.

Conference Recap

Day 2 Recap: From Boardroom Vision to Frontline Delight

Day 2 of the CU Cruise explored how to turn static strategy into a "Living System" using OKRs, and how to use hospitality principles to design frictionless, delightful member journeys.

Speaking Event

Event Announcement: Critical Skills for Credit Union Directors

Join Tom Glatt in Lake Tahoe for a comprehensive 2-day workshop. From "Financial Vital Signs" to building your "Annual Calendar," view the full curriculum here.

Strategy

The Great Divergence: Why "Average" Metrics Are Failing Credit Unions in a K-Shaped Economy

Economic indicators show growth, but members feel stress. This is the K-Shaped economy. Relying on "average" data creates a dangerous blind spot that masks the distress of your most vulnerable members.

Speaking Event

Event Announcement: CU Director's Strategy & Performance Conference

Join Glatt Consulting in San Antonio, April 20-23, 2026. Tom Glatt will lead sessions on Strategic Partnerships, Ethical Leadership, and a deep dive into the CU HealthScore.

Speaking Event

Event Announcement: 2026 Caribbean Islands CU Educational Cruise

Join Tom and Jennifer Glatt for the 2026 Caribbean Cruise Conference, Feb 15-25. Attend expert-led sessions on CU strategy, governance, and member experience.

Strategy

Beyond the Hype: Business Model Clarity for CU Resilience & AI Transformation

Credit unions face a 42% AI 'poor fit' rate. New research on why this is a crisis of strategic clarity, not technology, and the 4-step mandate to fix it.

Governance

What is Governance, Really? (Hint: It's Not the Binder on Your Shelf)

For most boards, "governance" is a dusty binder. This is a failure of the system, not the people. Learn what governance is really about: a "Living System" for proactive, strategic oversight

Strategy

From Plan to Action: Closing the "Execution Gap" in Your Strategy

At the Reaching Members conference, Tom Glatt detailed why great strategies fail: The "Execution Gap." Learn how to close it using the OKR framework to connect your board's vision to real, measurable results.

Strategy

How Resilient is Your Plan? A Framework for CU Strategy

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.