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, […]

Small credit union lenders – kicking ass and taking names

According to CUNA Mutual’s Credit Union Trends Report – December 2021, credit union consumer loan growth peaked at 10.5 percent in 2016. It has decreased annually since then, reaching 5.9 percent in 2021. Drilling down a bit further, the chart below reflects the loan growth challenges smaller credit unions have faced during the past two […]

Being a credit union of substance

I recently had a wonderful conversation with a friend about people we know who are of real substance – those people in our life who we admire and who have made a big difference in the lives of those around them. These people bring more than a set of ideas; they also have the character, […]

Remote work and parenting – employee engagement is key

Remote work and parenting – employee engagement is key

Every company in the nation should want to help working-parent employees through this particularly difficult time. But the real question is, how?  How can we as credit unions step in to support our employees’ increasingly complex lives? For those preparing to return to the office, months of working at home likely revealed, perhaps unexpectedly, that presence at the […]

Balancing act: Remote work and parenting in unprecedented times

Balancing act: Remote work and parenting in unprecedented times

Raising children has always been a community endeavor. As they say, “it takes a village”, and suddenly the village many of us have relied on is gone. It’s taking a toll on our careers, our family’s well-being and our children’s education. For many parents, myself included, this leaves us feeling stressed and stranded. If we […]

The Single Must-have Attribute of a Successful Team

Sometimes it feels odd to contemplate the lack of trust that exists in the credit union space. Pre-hire criminal background checks, credit checks, references, and the required insurance bonding – one might assume anyone who could pass these “trust” tests would naturally add to an abundance of trust. But there are different dimensions of trustworthiness. […]

Credit unions- Invest in your emerging leaders!

Credit unions – Invest in your emerging leaders!

2018 has been a remarkable year, one that I will never forget. I’ve personally visited 49 credit unions and participated in 17 conference/educational events this year. I’ve learned a lot from very diverse credit union cultures, and been exposed to a wide-range of missions, visions and strategies. I’ve spent time with inspiring credit union leaders […]