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.
A strategic update for CU leaders on the new realities of the GENIUS Act, RWA tokenization, and the immediate threat of Agentic AI. Understand the new landscape and get the 6-step action plan.
At CU Conferences’ 2025 National Director’s Roundtable, I had the pleasure of presenting a framework for building a more
For decades, the standard strategic plan was built on a five-year forecast—a confident prediction of a single, linear future.
It’s a familiar ritual in the credit union world: the annual strategic planning retreat. The leadership team and board
