Do Bots and Keywords Limit Access to Qualified and Diverse Candidates?

Recently, I’ve had the honor of coaching and mentoring some competent professionals as they sought career changes. The common denominator with these high-potential applicants is that their opportunities have been limited because of the arbitrary algorithms found in bots and the way keywords are highlighted. Bots and keywords have become the primary selection tool in…

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Fragility 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…

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A Primer – Choosing the Next CEO

Every credit union will have to survive the succession of the CEO. The reasons for this succession can be planned or unplanned. If the succession turns out to be unplanned, there has been a vital miss in the Board’s responsibilities. This article will address what needs to be done for the Board to realize a…

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Credit Unions Embracing the Future

The Transition to Web3 and Distributed Ledger Technology A new technology solution no only holds the potential for all credit unions but promises to level the playing field for smaller credit unions. This disruptive technology affordably transforms a credit union, allowing it to offer decentralized and transparent systems that promise to democratize financial services. Web3…

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How Small Credit Unions Can Become Vital

Credit CU Management

For the past 20+ years, credit unions seeking to grow, have made charter changes to community charters, often from multi-common bond or sole sponsorship charters. The goal was to minimize the perceived barriers to membership. The belief was that if anyone could join my credit union, growth would be unconstrained. In some cases, this was…

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Unraveling 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…

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19 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…

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