Stop and Listen Before Planning This Year

While strategic planning is a vital process for success, an important (and often overlooked) aspect of it is to assess your current culture. Accurately and thoroughly determining where you’re at…

Don’t Waste Money on Monetary Incentives

In a recent client survey, only 14% of employees said their incentive program was “effective in producing positive performance” and only 18% said the incentives were “highly motivating to me.”…

Why Balanced Scorecards Fail

Balanced scorecards are critical and powerful tool that will drive the desired performance at your bank or credit union. Build them the right way while avoiding the common pitfalls that…

Compare Yourself to the CEOpulse

This article contains initial results from our industry survey conducted in 2021 with our strategic partner, NewGround. This will be an ongoing study with bank and credit union CEOs so…

Five Things to Learn from Surviving this Crisis

In the midst of every crisis lies great opportunity. This article presents five opportunities for your financial institution to optimize your service performance at every level in the “new” world.

Make Your Incentives Disappear!

Incentive programs may represent the most perplexing conundrum in our industry. What started out as well-intention has turned into highly destructive to many cultures. In many instances the intent was…

What Will Your Tombstone Say?

I know this is a pretty depressing topic but it’s an important consideration when assessing the current state of your credit union. Think today about what your community, members, and…