Embracing the credit union difference: A closer look at where it shines

There has been a lot of conversation lately about the credit union difference, with some arguing that what we as credit unions hang our hat on, doesn’t stand out much from other mainstream financial institutions. I refuse to agree with this rising chorus. I’m not afraid to admit that I’m a credit union enthusiast (geek). […]

The Credit Union Difference: Good, better and best

I’ve spent my thirty-eight-year credit union career articulating the Credit Union Difference. Whether through marketing communication as a past VP of Marketing or knocking on doors as a VP of Business Development, community development evangelist, writer or speaker, volunteer “hike the hill” political advocate or as a consultant pointing the way on how credit unions […]

Purposely pivot and prosper

Seeing smaller credit unions merge frustrates me. I believe a majority of mergers could be avoided if credit union leadership had decided to strategically pivot at the right time. Of course, there are mergers that happen because of succession challenges. And unfortunately, I feel there are too many mergers used as a retirement strategy (bad […]

Credit Unions Watering Family Trees

Comments from a panelist at the recent CUNA Governmental Affairs Conference provided the inspiration of this article. During the Inclusiv’ Juntos Avanzamos (Together We Advance) Forum I was privileged to listen to Eva Gomez, Board Member at Premier America Credit Union. Eva shared her family’s story and connected it to the inspiring work her credit […]

What does it mean to be part of your team

I was blessed to facilitate forty strategic planning meetings in 2022, and in those sessions spent more time discussing human resource challenges and opportunities than any other topic. For good reason—successful strategies have always begun and ended with people. But times are changing. Credit union leaders find themselves in a very different human resource climate, […]

Global collaboration, inclusion and impact

Cooperation among international credit unions is important to the strength, sustainability and global impact of the credit union movement. A great example of this, and it is only one of many, is the relationship with UK and US credit unions and their associations. Expanding financial inclusion For the past 10 years, ABCUL and Inclusiv have […]

Break the ties that bind you

These days it is hard to avoid trade articles or hear watercooler conversations about mergers and the shrinking pool of smaller credit unions. There is a growing consensus that small credit unions just can’t survive the competitive road ahead. When I hear or read about these conversations, I’m reminded of credit unions past, that could […]

This one is for our unsung heroes

This one is for our unsung heroes

There are many awards and recognitions within the credit union space, lots of opportunities for credit unions to recognize great efforts and outcomes. The stories of these awardees are inspiring and motivate us to reach for more. No matter how many opportunities for public recognition there are, there aren’t enough to shine a light on […]

Credit unions: Still here to help!

still here to help

It’s an inspiring time to be part of the international credit union movement. Credit unions from around the world are demonstrating the value of the credit union cooperative brand by investing in communities, drawing a line in the sand around deep social issues, and going the extra mile for their members and community. At a […]

Pandemic, polarization, purpose, and profit

pandemic polarization purpose

Someday, hopefully soon, the pandemic will be a historical event that most consumers have bounced back from physically and financially. However, for many consumers the bounce-back time will take significantly longer or not happen at all. The financial aftermath of the pandemic will further accelerate the income and quality of life polarization already underway. Today, […]

The Tao of credit unionism

The Tao of credit unionism

It’s easy to take a look at the world around us and see one huge, hot mess. Scroll social media or watch five minutes of the 10 o’clock news, and you’re quickly reminded that we live and work in a very chaotic time. Our society is polarized, politically and economically, and the shouting can be […]

World Credit Union Conference – diversity, development, and dedication, ignite!

World Credit Union Conference – diversity, development, and dedication, ignite!

Another successful World Credit Union Conference (WOCCU) has come to a close. What a fantastic experience, interacting with attendees from 61 countries around the world. Alison and I learned a lot and have a lot to share. Our biggest takeaway: the importance of diversity, development, and dedication. Diversity In the United States, diversity is an increasingly significant […]