Get a head start on strategic planning

This summer, join credit union leaders from around the country at CUNA’s Strategic Planning Roundtable. Over two days, well-regarded industry experts will systematically examine the foremost trends that matter most to credit unions and across-the-board relevancy in financial services. Their profound insights will help you recognize the most up-to-date opportunities, challenges, and expectations for credit unions as they correlate with strategic planning, positioning, and success.

During each day, you will have dedicated opportunities to productively network and interact with other credit union leaders (executives and directors) on how each trend ultimately affects your credit union; and, how your credit union can pragmatically act in ways to deliberately succeed. Roundtable conversations, and clear-cut ideas from all, will allow you to refine and expand the actions and measures your credit union will take to decisively lead for your members. It’s an approach that ensures your tactical initiatives are practical in execution.

Each participant in the Strategic Planning Roundtable will also receive a complimentary copy of CUNA’s newly released 2018/2019 E-Scan report to provide comprehensive data and analysis on all the major areas of change in the credit union industry—including regulations, technology, marketing and economics—as well as trustworthy guidance on how to make sure your credit union is prepared.

Mark your calendars, make your plans, and commit to being an integral part of this significant Roundtable. A major strength of credit unions is their expansive readiness to cooperatively convey ideas and build the industry – together. The Strategic Planning Roundtable is an outstanding approach and opportunity to co-create success for your credit union, other credit unions, and the future of our industry.

See you this summer in Denver. Learn more and register at cuna.org/spr.

Author: Jeff Rendel, facilitator and speaker at CUNA Strategic Planning Roundtable and president of Rising Above Enterprises, a leadership development company that helps financial services providers achieve deeper market presentation, more engaged workforces and greater professional growth.