Strategy
The 2026 Gallup Workplace report reveals plummeting manager engagement and an AI productivity paradox. Discover why emotional intelligence and ruthless strategic prioritization are the only fixes for credit unions.
Weekly Insights
The Q4 2025 CU HealthScore data is here. We explore why stabilizing industry health is masking a structural growth challenge. Plus, what a blues legend can teach us about strategy, and why a rulebook won't fix Gen Z.
CU HealthScore
The Q4 2025 CU HealthScore data reveals stabilizing industry health driven by strong capital, but stagnant membership and loan growth pose structural challenges for the future.
When two local credit unions merge to hit the $1 billion mark, the public narrative often masks a harsh financial reality. We break down the data behind a defensive consolidation.
We often attribute the success of a great manager to broad traits like vision or empathy. However, a groundbreaking 10-year study suggests their single most impactful skill is far more specific: the ability to identify an employee's unique strengths and guide them into the role where those
Engineering Adaptive Velocity. Strategy, governance, and leadership form an interconnected biological system. We equip credit union boards and executive teams with the codified frameworks required to
What does a blues guitar legend have to do with credit union strategy? After seeing Eric Gales live, Tom Glatt shares why financial products are just "notes," and why your member journey must be the "music."
Gen Z is struggling in the workplace due to a lack of face-to-face social repetitions. Learn why communication "rules" won't work, and how the EQ-i 2.0 assessment can help build your next generation of leaders.
Everyone says "critical and analytical thinking" are essential, but the terms have become buzzwords. Learn the real difference between the two, and why human judgment is your only moat against AI.
This week, I'm tackling the execution gap and how to cure "project obesity" to make your strategy live. Plus, a warning about AI, CEO readiness, and expiring early bird rates for Lake Tahoe.
A credit union’s balance sheet is a psychological artifact. To know if your CEO is ready for the next credit cycle, boards must look beyond past financial metrics and evaluate their risk disposition and emotional intelligence.
90% of strategies fail because of poor execution. Learn how to bridge the gap between boardroom vision and frontline action by curing "Project Obesity" and building a strategic Kill List.
AI is rapidly commoditizing banking technology. Discover why deep member understanding and a resilient business model are the only true competitive advantages left for credit unions.
Planning your Q3 board education? Register for the "Critical Skills" workshop in Lake Tahoe by May 14 to lock in the Early Bird rate and save $100.
We wrap up the CU Cruise with a deep dive into execution. Learn how to beat "Project Obesity," calculate your true institutional health, and build a culture that sustains success.
I'm wrapping up the final sessions aboard the Enchanted Princess today! This week, we explore how to turn static strategy into a living system and the true ROI of hospitality in your credit union.
Day 2 of the CU Cruise explored how to turn static strategy into a "Living System" using OKRs, and how to use hospitality principles to design frictionless, delightful member journeys.
Interest rates are a commodity, but belonging is proprietary. Learn how credit unions can borrow from the hospitality industry to turn branches into community hubs and drive ultimate member loyalty.