Over the years we have posted periodically on movement in the Federal Reserve's Senior Loan Officer Survey. You can browse those posts here. The Fed recently released their latest survey results. What we find most interesting in the latest data,…
Author: Tom Glatt Jr
Using the Great Recession to Prepare for the COVID Recession
As news posts highlight increasing COVID cases and warn of a second wave, we have to consider what such a scenario might mean for overall credit union industry performance - in particular if people cannot get back to work at…
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HealthScore Update
We so appreciate the interest our 300+ HealthScore report subscribers have in receiving timely updates. We have seen a notable uptick in visits to the HealthScore site resources over the last few days – the time when we would normally…
Planning Process Live Demos
We've been working hard over the last few weeks on fine-tuning our planning process for credit unions, and building a new tool that allows us to manage that process more effectively - whether for in-person planning sessions or virtual planning…
Diversity and Inclusion
During last year's strategic planing cycle, many of our clients worked to consider what a company's relationship to diversity and inclusion should look like. There were fascinating debates - not about whether diversity and inclusion is right, but whether it…