Great Endings yield Great Beginnings

Change is in my DNA. We don’t need to face change; we also need to embrace change. If you feel your credit union or CUSO needs to look at change differently and would like the steps to implement change,  my core competencies include the following:Digital transformation – building a digital strategy, the tactics, the organizational…

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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. Still, the truth is, they rely less on branches for their daily, weekly, and monthly transaction business…

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Change Leadership in 8 Steps

All teams have three participants: change agents, change neutrals, and change resistors. The key to leading change is empowering the change agents, influencing the change equivocators, and helping the change resistors understand the WIIFM (what’s in it for me). Here are the critical steps to leading change. First, identify who fits into these categories because…

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Meetings Leadership for Effectiveness and Efficiency

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

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Credit Union Culture in a #metoo World

#Metoo has created a new world of awareness and change in our society. After reading multiple posts from family, friends, and co-workers, I was shocked at how widespread gender and sexual harassment was in the workplace. When you see #metoo posts from your daughter and daughter-in-law, it saddens me to the core. Everyone needs to…

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Work-Life Balance is a Myth

Wouldn’t it be nice if our lives were compartmentalized into neat little boxes? This box is for work; this box is for play, this box is for friends, this box is for the family – you get the point. However, life doesn’t work this way. Life is a giant mash-up of all of these parts,…

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Leadership and Changing the World – 10 people at a time…

My wife shared this speech that was shared with her at a recent meeting of fellow philanthropists. It is worth the read! Adm. McRaven Urges Graduates to Find Courage to Change the World May 16, 2014 The following are the remarks by Naval Adm. William H. McRaven, ninth commander of U.S. Special Operations Command, at…

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