By Lisa Hochgraf

Military service families need you ... to be up on the financial rules that apply to U.S. service men and women, especially while they're in harm's way. By knowing and aplying the rules, you'll be doing a good turn to some of the most courageous of your members, plus you'll avoid potential PR headaches, like what JP Morgan Chase has faced last month.

By Lisa Hochgraf 

“What is strategy and why do you need to be great at it?” John Oliver asked the credit union board members in attendance at the inaugural CUES Director Strategy Seminar earlier this month.

Oliver, president of Laurel Management Systems, Palm Springs, Calif., answered the question by saying:  

By Lisa Hochgraf

During the keynote session at CUES Symposium: A CEO/Chairman Exchange this week, Steve Williams told attendees that collaboration was going to be a key way credit unions can thrive in the post-crisis economy. (Williams is principal with CUES Supplier member and CUES partner Cornerstone Advisors Inc., Scottsdale, Ariz.)

By Lisa Hochgraf

I bet from my headline you think I'm going to write about recruiting members from Gen Y.

And you're partly right.

Les Wallace, Ph.D., thinks credit unions need to be in the business of recruiting not only young members, but also young directors.

By Lisa Hochgraf

Here at CUES Symposium: A CEO/Chairman Exchange, we've been taping short interviews with attendees and speakers. These videos will become part of CUES' new Center for Credit Union Board Excellence.

By Lisa Hochgraf

Credit unions have passed through the worst of the economic storm, Steve Williams celebrated with attendees of CUES Symposium: A CEO/Chairman Exchange this week in Kauai.

But at the same time he urged credit union leaders to remember that some members will still be recovering for a while.

By Lisa Hochgraf

Friends from my personal network doubted me, jokingly, when I said I had a work trip to Hawaii. And I confess I have a pretty nice view of the ocean from the patio on Kauai where I'm working on this post.

By Lisa Hochgraf

Pretty much everyone agrees that had truly rock-solid risk management practices been in place in the financial services industry in recent times, our economy wouldn't be in its current questionable state. So, it's a great time to talk about how better enterprise risk management would look, Steve Williams told attendees at CUES Symposium: A CEO/Chairman Exchange yesterday in Kauai, Hawaii.

By  Lisa Hochgraf

A lot has been written over time in our industry about CU leaders who abuse the idea of ongoing education. Recently we all read about a Hawaii CU with a particularly liberal board travel budget.

But I'm here to tell you a story of commitment and dedication to education.

By Lisa Hochgraf

John Oliver convinced a client credit union board that focusing on developing strategic objectives and measurables would be superior to spending time developing a mission statement.