Expert insights and frameworks on credit union strategic planning. We explore how to build a "Living Strategy" using OKRs, scenario planning, and the Business Model Canvas to drive resilient growth.
Credit unions are spending fortunes on wellness perks to fix burnout. But the cure for burnout isn't a perk; it's a purpose. Learn why employee happiness is a strategic outcome, not an HR initiative.
In the last 48 hours, the future of e-commerce and digital banking was revealed. It did not come from a
In strategic planning sessions across the country, credit union leadership teams build ambitious roadmaps for the future. They chart out
The NCUA recently announced a significant shift in its supervisory framework: it will cease using "reputation risk" as
The concept of "open banking"—giving members control over their own financial data—is rapidly moving from regulatory
In a previous article, we explored groundbreaking research showing that top talent places a high monetary value on workplace flexibility.
For years, the debate around remote and hybrid work has been framed as a culture war: a battle between traditional
The credit card landscape has become an arms race. As detailed in publications like Bloomberg, major national issuers are locked
At the recent 2025 National Director’s Roundtable, I led a session on one of the most critical duties of
At CU Conferences’ 2025 National Director’s Roundtable, I had the pleasure of presenting a framework for building a more
We often attribute the success of a great manager to broad traits like vision or empathy. However, a groundbreaking 10-year
Can you explain your credit union's entire business model on a single page? Can every member of your
