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.
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?
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
