What’s Next for DEI?

You feel Diversity, Equity, and Inclusion (DEI) are essential to your credit union’s mission and values, but with the political and societal anti-DEI feelings, you may be getting pushback. Some of the population have even demonized the acronym “DEI.” But we are in the “People Helping People” business, and inclusivity is vital to that purpose.…

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An Engaged Team is Vital to Member Engagement

An Engaged Team = An Engaged Member In today’s competitive financial landscape, credit unions continuously seek ways to differentiate themselves from traditional banks. One of the most compelling differentiators is the relationship credit unions foster with their members. Member engagement, which goes beyond conventional customer service, is at the heart of this, and its success…

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Leaders, Avoid “Bobbleheads”

In leadership, the tendency to surround oneself with individuals who constantly nod in agreement—often called ‘bobbleheads’ due to their constant nodding—can be detrimental to effective decision-making, innovation, and overall credit union success. This behavior can lead to a lack of critical evaluation of ideas, as everyone agrees without questioning or offering alternative viewpoints. While it…

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10 Reasons to Hire a CMO as the New CEO

Credit union boards seem to default to a CFO or COO as the new CEO. The thinking is sound; credit unions are a business of money (finance) and serving members (operations), which are the two key skill sets of the CFO and COO, respectively. But, in the dynamic business landscape of credit unions, the Chief…

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From an Executive to a Strategist – Changing Perceptions.

One complaint I hear from most CEOs about marketing, lending, and operational executives is, “I need my leadership to be more strategic.” But most executives aren’t sure what that really means, and often, the CEO struggles to explain it.  Strategists play a distinct role compared to other executives within an organization. Here are fundamental differences…

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Leadership Brand – Supercharge Your Career

Have you ever defined your leadership brand? If you haven’t, now is the time. The process is simple but deliberate and does not happen overnight. It is a hero’s journey, so expect multiple opportunities to learn from your mistakes and to rely heavily on allies. Why is Your Brand Journey Important? It Enhances Your Credibility…

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The Empathic Leader: Investing in People Through Active Listening

Investing in people has taken center stage in the ever-evolving business and leadership landscape. As organizations recognize the importance of their most valuable and expensive asset – their employees – the focus has shifted towards fostering a workplace culture prioritizing empathy and active listening. Leaders who prioritize their teams foster a culture of belonging where…

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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…

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