Tips to alter your thinking to problem solve better
For decades, leaders have adjusted business models as technology has improved our lives and disrupted the status quo. In this leadership blog, I constantly encourage innovation and risk taking to…
Syndicated
FHFA’s Calabria writes to CUNA, leagues on refinance fee
Federal Housing Finance Agency (FHFA) Director Mark Calabria responded to letters from CUNA and all 35 state Leagues expressing concerns over the proposed GSE refinance fee. CUNA wrote to the…
PPP report flags potential fraud, abuse
Following Tuesday's hearing with Treasury Secretary Steven Mnuchin, the House Select Subcommittee on the Coronavirus Pandemic released a preliminary analysis of the paycheck protection program (PPP), which found that "billions…
How to manage your overflowing mortgage pipeline
Every mortgage boom that has hit seems to have come out of nowhere. Loan officers and the origination team quickly become overwhelmed with overflowing pipelines, so keeping them highly engaged…
Connecting with account holders in times of crisis
No one could have foreseen the unprecedented challenges that businesses and individuals have had to face this year. A global pandemic, nationwide shelter-in-place orders, school closures, mass event cancellations, and…
How to build an award-winning marketing team
The marketing team atMeridian Trust Federal Credit Union($479.5M, Cheyenne, WY) is small but mighty, and they have the hardware to prove it. The three-person team is overseen by Ed Beckmann,…
Organization Alignment Part 1: Work toward the ends, not managing the means
Employee engagement, satisfaction, and internal Net Promoter Scores are now common practices; even the NCUA is focused on increasing its employee engagement. As a consulting partner with a talent–management focus,…
Go beyond marketing and serve Hispanic consumers
Every year, National Hispanic Heritage Month (Sept. 15 to Oct. 15) feels like a good moment for credit unions to consider how they might reach this growing market. It’s easy…
National Credit Union Foundation offers 59 scholarships to cybersecurity training
The National Credit Union Foundation is offering 59 scholarships for credit unions with $250 million assets or below to attend CUNA Cybersecurity eSchool with NASCUS starting October 6. The goal…
Berger outlines leadership strategies, keys to NAFCU’s growth in exclusive interview
In an exclusive interview with Adam Mendler, an expert in thought leadership and strategy development and CEO of The Veloz Group, NAFCU President and CEO Dan Berger discussed his experience…
Lending in this COVID-19 world
Even amid all the uncertainties with the ongoing course of COVID-19 and the related recession, lending leaders should be seeking out ways to build business and improve the loan experience…
2 questions about helping members face today’s challenges
Credit unions provide access to basic financial services to people of modest means. This is why they exist. Forged by long experience in helping members navigate waves of economic disruption,…
Social media contests don’t work … unless you do this!
Social media can be fun, especially with all the silly MEMEs and GIPHYs out there to entertain us and lighten our mood. Social contests are a huge way financial institutions…
Coming credit crisis: How credit unions must prepare
The challenges of the COVID-19 recession for lenders have not yet begun to bite in earnest, but banks and credit unions are going to start feeling it soon, according to…
Lessons from retirement industry litigation
If your organization offers a retirement plan to your employees, you assume fiduciary responsibility and that opens you up to a number of risks, including legal action. When you’ve worked…
Credit union voter resources and information
As we head towards Election Day, credit union voters across the country look to elect and re-elect credit union champions. In order to keep the credit union industry strong, check…
Calls from CUs to members still being erroneously blocked
Calls from credit unions and other legitimate businesses are still being blocked or mislabeled as spam, CUNA and other organizations wrote to the Federal Communications Commission (FCC) Monday. The letter…
NCUA bans one from future work in FIs
The NCUA in Augustissued one prohibition notice, prohibiting an individual previously associated with credit unions from any future participation in the affairs of a federally-insured financial institution. Violation of a…
Strategic speed
When credit union leaders could finally take a step back and consider all the changes made in short order to serve members and protect staff amid the COVID-19 pandemic, they…
How are credit unions using excess liquidity?
Share balances at U.S. credit unions have grown at near-record rates since the onset of COVID-19 and the resulting lockdowns. According to second quarter data from Callahan & Associates —…
Standing for diversity, equity and inclusion in the credit union movement
It’s been a lifelong passion of mine to help wherever and whenever I can, which is one of the main reasons why working in the credit union industry means so…
Workplace Insight: Reflecting culture in your workplace
Your organization’s culture is the core of the employee experience. While many try to define it on paper, it takes real effort from leadership as well as buy-in from employees…
Podcast: Member experience changes
Life is change, but oh the evolving we’ve been doing this year! And the member experience is no exception. On this week’s episode of Banking on Experience, CRMNEXT’s James Gilbert…
Survival tips: How to achieve optimal results, pandemic or not – Part 1
As the industry settles into a new normal—complete with unique operational challenges and service expectations—it’s more important than ever to implement tools and resources that can boost your performance results.…