The Rainmaker in Business Development

“We have 537 Select Employer Groups.” Pick a number, but how often have we heard this boast? It can be the boast by a multi-common bond or a community field of membership credit union. Is this model of adding hundreds of small businesses into our membership prospects creating anything other than incremental growth of members…

Read More

Five Strategic Questions for the Board and Senior Management

It’s a strange time for credit unions. Credit unions face unprecedented pressures from regulators and examiners and capital pressures for net interest margins and fee income. Often they don’t benefit from “economies of scale” or the resources, people, and capital, to invest in the infrastructure demands of vendor due diligence, regulatory compliance, or technology demands…

Read More

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…

Read More

5 Key Ratios Marketing Must Know

Credit union marketers must grow beyond ad buys, graphic design, copywriting, brochures, web design, SEO, SEM, and PR. A marketer must understand what Key Ratios they can impact and how. Knowing how marketing impacts the financials will dramatically change the conversation marketers have with the CEO and CFO. Here are five Key Ratios that Marketers…

Read More

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…

Read More

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,…

Read More