coaching
You Are a New Executive in a Credit Union, Onboard Yourself First!
Joining a credit union as a CEO, EVP, SVP, or VP is exciting yet challenging. As an executive leader, your role is pivotal in driving the credit union’s strategies, mission, vision, values, growth, and member satisfaction. It is rare to find a credit union with a disciplined process to onboard executives, which, by the nature…
Read MoreManaging a Hybrid Workforce – Success Strategies
Managers are now challenged to effectively manage staff remotely. The cadence of when employees must be “in the office” versus working remotely varies from credit union to credit union and even department to department. Managers and policymakers must realize that team management focuses on equity versus equality. Let’s first identify the purpose of employees meeting…
Read MoreThe “B” in DEIB – Strategies for Fostering Belonging
The importance of an employee feeling like they belong cannot be overstated, as it directly impacts individual and organizational outcomes. An employee’s race, religion, sexual identity, gender, and age must be taken into consideration if a credit union seeks to create a culture of belonging. This strong sense of belonging contributes significantly to employee well-being,…
Read MoreFrom “I’m Not Racist” to Becoming an Ally: A Journey of Personal Growth
“I’m not a Racist!” Anger or tears often accompany this proclamation and may be proof that, yes, you are a racist. But take a breath and pay attention. You can become an ally and also lead your credit union into a diversity, equity, inclusion, and belonging (DEIB) reality. In today’s world, acknowledging and addressing racism-related…
Read MoreFragility and Resiliency – Vital Attributes of Leadership
Often, leaders see decisiveness and strength as the primary characteristics of leadership. The reality is that leadership is more complicated and nuanced than these two attributes. Among the many qualities leaders need, fragility and resilience emerge as essential and distinct yet interconnected. In today’s ever-evolving, ever-disrupting landscape of challenges, a leader must navigate uncertainty, adapt…
Read MoreUnraveling the Differences Between Leadership and Management
As I crisscrossed the nation, meeting hundreds of credit union managers and executives, I learned that leadership and management are often used interchangeably and are “ordained” by the org chart. Let’s erase this mistaken notion that an individual is one or the other and discuss how these roles fit together. Leadership and Management are two…
Read MoreThe Impact of Mandated Return-to-Office (RTO) on Diversity and Job Satisfaction
There has been a lot of noise around return-to-work efforts. The decision that “all” employees need to return to the office three to five days per week is either being driven by: Regardless of the reason, I have yet to see the performance of these companies has deteriorated because of a remote workforce. Where there…
Read More19 Ways an Executive Coach Has Your Back
Executives often live in an isolated world and find themselves, at times, feeling inadequate (imposter syndrome) or unsure of their ability to trust their staff, peers, or bosses. Executive coaching offers a customized approach to help leaders manage the loneliness and anxiety of their role by helping them enhance their skills, overcome challenges, and achieve…
Read MoreFive Steps to Creating a Digital Culture
When asked “In the past year, which method did you use most often to manage your bank account(s)?” consumers responded as follows: Mobile (apps on smartphone or tablet) – 45% Internet/Online (Laptop or PC) – 27% Branches – 14% (Oct 31, 2022 – American Bankers Association) This statistic says a lot! Mobile utilization is the preferred method…
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