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Strategy & Performance

Join Tom Glatt and his fellow presenters at CU Conferences’ Directors Strategy & Credit Union Performance conference. Tom will deliver three sessions ranging from strategy to board succession. These topics are described below.

The conference will be at the Omni La Mansion del Rio Hotel in San Antonio, TX from April 24 -27, 2023. For complete conference details and registration, visit

The Strategic Plan: Creating Effective Organizational Guidance

Boards and management teams can sit in a room and create a “strategic plan,” but unless that plan incorporates information about the credit union’s business model, and factors in critical environmental and competitor intelligence, then the plan itself will be an uninformed and relatively useless document. In this session Tom Glatt will help deepen your understanding of the planning process, teaching you how to capture key insight about your internal and external environment, and how to leverage that insight for the creation of a truly “strategic” strategic plan.

Risk Predisposition: Identifying and Leveraging the Board’s Risk Profile

A board of directors has certain predispositions with respect to how it approaches and makes decisions involving risk. This predisposition is defined by the board’s risk type and its risk aptitude, which are factors influenced by the risk predispositions of individual board members. A board composed of directors aware of their risk profiles will engage in more informed strategy and policy discussions, and make better decisions. In this session Tom Glatt will explore a concept called the Risk Type Compass, a tool your board can use to develop its risk profile awareness, and better leverage its profile type in carrying out its critical governance responsibilities.

Succession Readiness: Recruiting and Preparing Future Board Members

Many credit union boards believe a myth that there are few people willing to serve as credit union volunteers. However, the latest trend data on volunteering in America shows that more than 25% of Americans volunteer. Credit unions that have a difficult time finding volunteers just aren’t engaging in ways that attract the many thousands of credit union members across the country that want to serve. In this session Tom Glatt will share the underlying volunteer trends with you, and then take you through a concept called the Governance Development Funnel, and structure you can use to reach and engage your population of potential volunteers.


Photo by Pete Alexopoulos on Unsplash

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