Management/Leadership Archives

Turning off the auto-pilot on emails

Turning off the auto-pilot on emails

How many emails does your organization send out automatically? Probably quite a few. Usually, the emails try to be informative. Clear. Often they are a bit boring. And fail to share any personality. I listened [...]

PODCAST: CFOs turning into ‘heavy thinkers’

PODCAST: CFOs turning into ‘heavy thinkers’

Chief financial officers (CFO) are no longer solely number crunchers. Instead, they’re increasingly being asked to get more involved in the credit union’s strategic mission. “It helps us think a little bit differently [...]

Embrace change with these 5 tips

Embrace change with these 5 tips

We live in a fast-paced, ever-changing world. While we might easily adjust to new trends that affect our personal lives, it's much more difficult to alter the way we work. Especially if our company is [...]

How to attract new business

How to attract new business

When my insurance agent announced her impending retirement, I knew that meant the parent company could reassign her clients to various agents in the area. I was prepared, if necessary, to immediately contact the insurer [...]

3 steps to help you prepare for CECL

3 steps to help you prepare for CECL

Financial Accounting Standards Board (FASB) has issued a new accounting standard called Current Expected Credit Loss (CECL) that will go into effect December 15, 2021. Here are three steps you can take to ensure your [...]