Transformation

A transformational strategic planning agency for credit unions and community banks. We specialize in organizational strategic planning, digital strategic planning, and implementation, data strategic planning and implementation, cultural alignment, branding, and leadership development.

Expertise

At Leading2Leadership, we not only share our expertise and best practices for the following subjects, we also develop the implementation plans and set key milestones for execution. This allows the credit union or community bank to not only see what the end looks like but to have a roadmap to deliver on that vision in a defined future. Planning in all areas of the organization should result in transformation and differentiation in the chosen market and business sector.

Strategic Planning

For credit unions and community banks seeking transformation and differentiation.

Sales & Marketing Strategy

Designing a sales/marketing plan that meets the financial institution’s KPIs, digital, conventional and branding.

Digital Transformation

Building a digital strategy that prepares the credit union or community bank to compete in the digital economy: branch, culture, operations, lending and risk tolerance.

Data Strategy

Designing a plan for aggregating and mining the wealth of data sources in the credit union or community bank so data can be used for strategic decisions and marketing efficiencies.

Cultural Transformation

A branded culture can differentiate the financial organization in a way that cannot be easily replicated. This is a process to help a financial institution fully understand their brand and leverage it to transform their service level, culture, and staff, at all levels.

Organizational Strategic Planning

Create a future of possibilities and differentiation for your credit union or community bank. These facilitated conversations will establish a clear direction for identifying your Mission, Purpose, and Promise and navigating the organization to your Vision of the future. We will identify what the “end” looks like, how it will be measured and set clear milestones along the way to monitor progress.

Business Development Strategy

Reinventing credit union business development to partner with employer groups of scale (100 or more employees).

Who We Are

Rich Jones

Proven Strategist and Leadership Coach

A published author and engaging speaker, Rich Jones is President/CEO/Principal for Leading2Leadership LLC. Prior to starting his own strategic planning agency, he was Senior Vice President of Sales, Marketing and Business Development with $1B Elements Financial FCU (previously known as Eli Lilly Federal Credit Union.) With more than three decades of leadership experience that included building entrepreneurial enterprises, he brings innovative thought and practices to credit unions, community banks and non-profit enterprises across the country.

A strategic leader, Rich has orchestrated transformational change in credit unions and community banks while working with senior management and boards or directors. He has also implemented strategies that allow marketing, business development, branding, and data management to have a significant impact on to key ratios and the balance sheet. In addition, he has led organizations into the science and art of using member data and market intelligence to design and deploy products, services and marketing messages that support sales efforts.

Characterized as a value driven entrepreneur, he is cautiously optimist while possessing a contagious sense of humor. He expertly delivers complex ideas and financial education in an engaging and humorous manner. A Marine and graduate of Colorado State University, Jones has been a frequent speaker and presenter at regional, national and international conferences in the banking and credit union sectors.

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Recent Posts

Meeting Leadership, Hear and ‘K’now…

Often leadership is fraught with perils and timing is everything. A successful meeting requires the following: 1. An agenda 2. Time management 3. Quality discourse 4. Conflict resolution 5. Defined next steps with firm deadlines Since a leader’s schedule is heavily weighted with meetings, knowing meeting leadership skills can make the difference between walking out…

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You have to be an Executive to be a Leader – NOT!

A common leadership misperception is that it happens to you as a result of a promotion. Sadly, many executives foster this climate of “ordained leadership” by acting as though they, as executives, are smarter than the masses and are therefore more worthy to make a decision. This culture stifles individual contribution, engagement, job satisfaction and…

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There is no "I" in leadership, well sometimes…

There are two kinds of leadership; leading from the front and leading from the back. Let me define the two. Leading from the front is the most often seen because it is the obvious demonstration of leadership. Leading from the front is essential in situations that require a strong vision, direction, or action. It is…

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There is no “I” in leadership, well sometimes…

There are two kinds of leadership; leading from the front and leading from the back. Let me define the two. Leading from the front is the most often seen because it is the obvious demonstration of leadership. Leading from the front is essential in situations that require a strong vision, direction, or action. It is…

Read More

Alliances

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iDiz Incorporated

iDiz is a strategic marketing firm that helps credit unions and companies grow market share through authentic branding, creative marketing campaigns, and mobile-friendly web sites. We help you turn marketing into a growth engine that builds better, stronger brands.

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Brewster Knowlton

An established expert in SQL, data aggregation, analysis, segmentation, warehousing and file appending, Brewster will bring the skills to the table to fully implement your Data Strategy.

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PilotHSA

Having established a best of breed H.S.A. platform, PilotHSA helps deploy a technology solution that will bring added value to your H.S.As offering for H.S.A. account holders and for the Human Resources Administration of those accounts.

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Pete the Planner

Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award-winning financial mind. He’s the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles stores in January of 2015.