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Do your Data “Bytes” Have a Bad Aftertaste?

We all know how important data is to our credit union. Let’s face it; we are report addicted. We love our reports. We like to compare day to day, month to month, year to year, and peer to peer. Let’s get real, we run two reports side by side and, oh the horrors; the numbers…

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Moving From Incremental to Transformational Growth

Too often I see organizations that keep getting in their way. They celebrate mediocre performance, average results, and incremental growth. Occasionally I find an organization that is satisfied in just cruising slowly into obsolescence, not willing to admit what is happening to the company. Today’s competitive, fast paced business climate does not tolerate medeocracy for…

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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 very emotional.…

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2019 is not a year for Wimps

Are you a resolutions person? Personally, I’m not a big fan of resolutions. It seems they are just another way to procrastinate what you should have done days, weeks, months, or even, years ago. What I prefer to do to celebrate a new year is to evaluate, reinvent, and re-energize my focus and attention. How…

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Make your Strategic Plan a Hero’s Story

When doing a strategic plan, most organizations really are good at thinking with aspiration, hope, and promise. Where the “failure” happens is on the execution of the plan. If you think about engaging movies, they all seem to be stories that include a variation of the hero’s journey. “Lord of the Rings”, “Star Wars”, and…

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Strategic Planning is Like Running a Half-Marathon

Strategic planning for a lot of companies is an annual exercise in thinking big, dreaming of possibilities. Unfortunately, for a lot of these organizations, strategic planning stops there and this annual ritual that when the ritual is done, everyone returns back to business as usual. Let’s stop for a minute to really understand what strategic…

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Branching Strategy, It Starts with the Member

Historically branches are seen as transaction channels. Today, this view of branches has changed and continues to evolve. Members and potential members like the convenience of brick and mortar, they like the demonstration of financial strength and security, but the truth is, they rely less on branches for their daily, weekly and monthly transaction business…

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