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.
Strategy
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.
Strategy
At CU Conferences’ 2025 National Director’s Roundtable, I had the pleasure of presenting a framework for building a more resilient strategy. The core idea is that in today's unpredictable world, the old playbook for strategic planning is no longer sufficient. The old playbook, a rigid process of
Strategy
For decades, the standard strategic plan was built on a five-year forecast—a confident prediction of a single, linear future. In today’s rapidly accelerating world, that model is broken. Betting on a single forecast is no longer a strategy; it’s a gamble. Resilient organizations don't
Strategy
It’s a familiar ritual in the credit union world: the annual strategic planning retreat. The leadership team and board gather offsite, engage in productive discussions, and emerge with a thick binder containing a detailed, well-intentioned strategic plan. That binder is placed on a shelf, and by the next