What does a blues guitar legend have to do with credit union strategy? After seeing Eric Gales live, Tom Glatt shares why financial products are just "notes," and why your member journey must be the "music."
Gen Z is struggling in the workplace due to a lack of face-to-face social repetitions. Learn why communication "rules" won't work, and how the EQ-i 2.0 assessment can help build your next generation of leaders.
Everyone says "critical and analytical thinking" are essential, but the terms have become buzzwords. Learn the real difference between the two, and why human judgment is your only moat against AI.
A credit union’s balance sheet is a psychological artifact. To know if your CEO is ready for the next credit cycle, boards must look beyond past financial metrics and evaluate their risk disposition and emotional intelligence.
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.
We wrap up the CU Cruise with a deep dive into execution. Learn how to beat "Project Obesity," calculate your true institutional health, and build a culture that sustains success.
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.
We wrapped up Day 1 of the CU Educational Cruise. Discover why static strategy is dead, how your board's risk bias drives decisions, and why "Radical Localism" is the future of the branch.
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.
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.
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
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.
