Strategy
Anthropic recently advised the banking industry to "stop prompting and start delegating." Learn how credit unions can use a Living Strategy to absorb the shift to an agentic AI workforce.
Credit Unions
When two local credit unions merge to hit the $1 billion mark, the public narrative often masks a harsh financial reality. We break down the data behind a defensive consolidation.
Strategy
The 2026 Gallup Workplace report reveals plummeting manager engagement and an AI productivity paradox. Discover why emotional intelligence and ruthless strategic prioritization are the only fixes for credit unions.
Strategy
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."
Leadership
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.
Leadership
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.
Leadership
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.
Strategic Execution
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.
Conference Recap
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.
Conference Recap
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.
Conference Recap
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.
Speaking Event
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.