We often see a leader as the point person, but the reality is leaders very seldom take the point, and when all goes well, maybe they shouldn’t. Leadership doesn’t take courage; it takes owning the responsibilities of their decisions but then must also inspire the courage of others to act on those decisions. Taking responsibility…

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Life would be great if we had a “life GPS.” You know, “Darn, I missed that exit,” followed by an immediate “recalculating” from a calm voice. It didn’t matter how I failed to follow instructions; the beautiful GPS voice kept me from losing sight of my goal and helped me readjust my tactics with that…

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Leadership requires mutual trust but also the courage to talk the truth. I am surprised when I learn a “leader” is hesitant to have tough conversations about attitude or performance. It is even more shocking when I discover they keep performance files on direct reports discussed at annual or semi-annual performance reviews. Employees have expectations…

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Trigger points are those moments when our brain turns off, and our actions and reactions become “instinctive.” You know them, and you have them. Something happens that “sets you off.” It is a response that comes from deep inside, and it happens without you even thinking about what is happening. It is very visceral. Your…

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Change is in my DNA. We don’t need to face change; we also need to embrace change. If you feel your credit union or CUSO needs to look at change differently and would like the steps to implement change,  my core competencies include the following:Digital transformation – building a digital strategy, the tactics, the organizational…

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We’re all running 1000 miles an hour, but are we running in the right direction for the right reason? Running to – this is goal-driven running. It is having a valid endpoint and a commitment to get there. If you are training for a half marathon, your goal is distinct and specific. “I am going…

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As you move into our strategic planning and budgeting cycles, there are three must-haves when crafting a prosperous future for your credit union: A Plan for Transformation:  Strategic Plans should be designed to transform the organization. If the culture is, “If it ain’t broke, don’t fix it,” then don’t waste your time and money doing…

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Bank websites look at them. They are ugly. They look like someone puked products and offers all over your iPad. They require the user to scroll endlessly. They have complex navigation points and menus, menus, and more menus. To research, find and buy requires many clicks. All of this is friction. Why can’t banks get…

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