We still have work to do. The good people at The Financial Brand once again have told us that digital transformation is moving too slowly to meet rapidly evolving member needs. In research recently conducted [...]
The best of learning involves no school at all; “the world is school enough,” says George Leonard, a Zen philosopher and expert in Aikido. Our world today is opportunistic in its learning. Yet, there are [...]
Much like many other credit unions, digital transformation at Coastal Credit Union is driven by our members’ needs. Here’s a look at how your credit union can create a versatile digital transformation strategy to [...]
A statement without action may as well support racism, may as well keep it breathing—when black lives beneath the knees of white police officers cannot—as we recall that most institutions in the United [...]
Inclusivity has always been at the core of the credit union movement. After all, credit unions came into being to serve the needs of vulnerable populations who could not otherwise get loans or open [...]
Let’s be honest, advertising and marketing is a huge expense on your budget and unfortunately (and to your detriment) one of the first line accounts to get cut when expenses need to be reduced. [...]
As we approach fall 2020, the chance that you are still on track with your master plan that you started the year with is probably 0%. Heck for all of us, the plan we started [...]
Canceled concerts, non-stop Zoom meetings, face masks everywhere you look — nothing has been the same since those first few weeks of March. We asked five college students how COVID-19 has changed their views on finance. [...]
As credit union professionals, financial education and wellness is baked into our philosophy. For many of us, that’s included in-person learning, including fairs and classroom visits. But with traditional forms of learning and member [...]
When I ask executive audiences, “How many of you know that you need to have a conversation but you have been putting off actually having it?”, almost every hand will raise. Maybe your direct report [...]
Perfection should not be a prerequisite to anything in life. If we were required to already have achieved mastery before pursuing a new endeavor, growth would be impossible. How often though, in today’s cancel [...]
A data warehouse is a terrible place for your data. It goes against everything we have heard for the last two decades, but it is true that warehousing is the least valuable thing you can [...]
Confession ... our firm, which specializes in crisis response for credit unions, didn't see the crises of 2020 coming. Who did, really? While we eerily predicted in January that 2020 would be the "Year of the [...]
As uncertainty continues around what “business as usual” will look like post-pandemic, it’s more important than ever to have the resources and support necessary to provide effective and compliant services to help you meet [...]
Hispanic Heritage Month was expanded into a month-long celebration of the Hispanic American community by President Ronald Reagan in 1988. Since then credit unions have struggled with how to best observe this annual event and [...]
