Future of Branches? Look at the Data

What is the future of the credit union branch? This is the topic of ongoing strategic debates. Most of these debates are fraught with emotion. Some of these debates pivot around pride in having a display of a brand presence. Many of these debates are driven by a lack of wanting to see the reality…

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Air Travel, Leading and Stress

Stress is part of our lives. Outside forces can cause us stress, and we can cause stress for others and ourselves. Air travel is a source of stress; that’s what makes it a good metaphor for stress management behaviors. Many people find air travel very stressful. The stress surrounding air travel is not unlike the…

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Career Setback or “The Sky Is Falling”?

If it hasn’t happened yet, it will. Suddenly, seemingly out of the blue, you get – pick one – demoted, laid off, fired, passed over, or criticized for your execution of a project. What happens next will determine your future for a long, long time. When a career setback happens, it will most likely be…

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Three Things That Go Wrong with Data Reports

A consistent issue most credit unions have is the lack of consistency from one report to the next. To diagnose why this inconsistency exists we should look first at these three elements of the report: Timing – two reports run at two different end times or interval times will tell different stories. But it’s not…

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Leadership – “Its Lonely at the Top”

This saying strikes a chord and gets especially real when we are fond of the people you lead. It is difficult to keep business and friendship separated, and when we fail, the consequences are painful for all parties involved. So, how do you create a work environment that leverages the power of people who enjoy…

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Preparing Your Culture Ready for Data Analytics

When most of us think about data, we think about numbers, charts, graphs, and reports. However, we need to talk about CULTURE. Collecting, aggregating, normalizing, manipulating, and presenting data seems to consume the conversation. However, here is the question we need to ask ourselves, “Is our culture ready to become truly data-driven?” Too often organizations…

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Succession Planning 2.0

It was noted recently that the cause of most of the 117 mergers the credit union movement has experienced in 2021, most were the result of a missing Succession Plan. Yes, Succession Planning can be daunting and laden with risk. This risk may be illuminated because of the “great resignation.” Companies worried about or experiencing…

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Data-Driven Marketing – A Primer

For marketers today, it was essential to bring to light how the Marketing team will provide offers to members as it’s a significant change to our traditional methodology. The new approach is designed to provide improved, more consistent and more relevant product offers using the wealth of data from our core and your ancillary systems…

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Career Decision – Stay or Leave

One of the most important decisions a leader can make in their role is “stay or leave.” Still, it is amazing how many otherwise very competent, seemingly successful people make a terrible decision. Be strategic with this decision. Is the feeling of career crisis due to a: Struggling business model? Bad boss? Acknowledge bosses change?…

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