Event Announcement: 2026 Caribbean Islands CU Educational Cruise
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.
Strategy
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.
Latest
Beyond the Hype: Business Model Clarity for CU Resilience & AI Transformation
Credit unions face a 42% AI 'poor fit' rate. New research on why this is a crisis of strategic clarity, not technology, and the 4-step mandate to fix it.
What is Governance, Really? (Hint: It's Not the Binder on Your Shelf)
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
Strategy
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From Plan to Action: Closing the "Execution Gap" in Your Strategy
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.
Strategy
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How Resilient is Your Plan? A Framework for CU 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.
The Transformative Impact of Stablecoins
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
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The Lifecycle vs. The Snapshot: Is Your Business Model Built for a Moment in Time?
Chipotle’s model was built for a "snapshot" of a customer, not their "lifecycle." When the customer changed, the model broke. This is the same trap many credit unions fall into.
Strategy
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Your Member Is Already Elsewhere: Why Embedded Finance is a Strategic Imperative
Your members are already on other platforms. Embedded finance is a strategic imperative to go to them, leveraging your trust and charter in a new B2B2C business model.
Strategy
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Why Chime is Winning the Checking Account War (And What Credit Unions Get Wrong)
Chime is winning the checking account war, not with features, but with a superior, non-punitive business model built on interchange. Why are credit unions failing to compete?
Strategy
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Employee Happiness Isn't a Perk. It's a Strategic Outcome.
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.
Strategy
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The New Commerce Stack: How AI and Payment Protocols Are Engineering Financial Institutions Out of the Customer Relationship
In the last 48 hours, the future of e-commerce and digital banking was revealed. It did not come from a
Strategy
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Is Your Organizational Structure Sabotaging Your Strategy?
In strategic planning sessions across the country, credit union leadership teams build ambitious roadmaps for the future. They chart out