Mastering Strategic Planning

By Michelle Duhe, CPA, CFE

In some ways strategic planning is a lot like writing: everyone thinks they can do it. But, really, only a few are true masters of the process.

When researching strategic planning, most models consist of five simple steps:

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Recapturing Revenue From AFS Providers

By George Hodges

I had the opportunity to speak with a number of credit union CEOs and board chairs at CUES Symposium in Bonita Springs earlier this month. The dominant theme was liquidity and the absence of lending opportunities. Unfortunately that’s not a problem most credit unions have any control over at the moment, so it begs the question: Are there other immediate opportunities to grow revenue and expand your member relationships outside of lending?

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Doing it Different!

By Tammy Douglass

"We've always done it that way." "If it's not broke, don't fix it." "But I don't like change!"

Do you hear these comments at your credit union? Or, worse yet, have you been guilty of making such remarks? Albert Einstein described insanity as doing the same thing over and over and expecting different results. 

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A Letter to Credit Union Leaders (of all Ages)

By Matt Monge

Younger leaders,

Titles don’t make us leaders any more than standing in a garage makes us cars. 

I’m a young-ish executive. There are advantages and disadvantages to this, of course. Younger leaders often have a measure of creativity, boldness, and passion, which is great. We have ideas that matter, and energy to make them happen. Whereas some folks might be tempted to accept the status quo, we rarely are. I hope none of that changes.

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