Employee burnout isn’t just a buzzword—it’s a growing challenge that can quietly erode even the most well-intentioned cultures. Even with organizations dedicating more focus to their culture and talent, unaddressed burnout is still occurring and can have a detrimental impact on performance. We presented on this topic at the America’s Credit Unions HR and Organizational … Continued
AI is no longer just powering back-end processes, it’s shaping front-end experiences, including how consumers shop. Google, Amazon, and other platforms are rolling out AI-powered shopping assistants that personalize recommendations, filter options, and streamline purchases. This shift isn’t just about convenience, it’s changing how people interact with brands, make decisions, and even perceive value. For … Continued
As part of our recent webinar, Finance at the Forefront of Merger & Acquisition Opportunities, participants took an exclusive survey on their decision drivers for M&A. Below, we share key highlights from the results of that survey. Who Participated? We heard from institutions of all different sizes, with over half of respondents representing organizations with … Continued
Financial institutions of all shapes and sizes are witnessing historic changes in the environment as they struggle to embrace a world that is becoming more and more digital. Organizations are facing increasing pressure to remain relevant in an environment that is fraught with uncertainty on many fronts, whether it’s threats from regulatory bodies that challenge … Continued
The modern business environment is dynamic, fast-paced, and unpredictable. For C-suite leaders, staying ahead is more than executing strategies or managing teams—it requires continuous growth. Leadership development at the executive level isn’t just a luxury; it’s a necessity for navigating complexity, fostering innovation, and sustaining long-term success. Here are 6 key reasons why leadership development … Continued
Many financial institutions invest heavily in strategic planning—gathering data, hosting retreats, and crafting the perfect vision for the future. But all too often, the best-laid plans get stuck in neutral during implementation. Why? Strategic planning and strategic implementation are two very different disciplines. Planning is about setting direction; implementation is about making it real. We’ve … Continued
Strategic planning is second nature for most financial institutions—but when it comes to planning for talent, many organizations still rely on short-term fixes or backfill strategies. Yet the success of any long-term vision hinges on having the right leaders in place—not just today, but several years down the line. As business models transform and technology … Continued
As Merger & Acquisition activity continues to be a key strategic lever for growth for credit unions, finance teams are being called on to play a more strategic role in identifying opportunities and shaping financial structures. This webinar explores how finance leaders can elevate their approach and make a greater impact throughout the M&A process.
As interest rates fluctuate and market conditions evolve, financial institutions are seeing shifts in their Economic Value of Equity (EVE). But are these improvements the result of strategic decisions, or are they merely a function of external forces? Understanding the key drivers behind EVE fluctuations is critical for making informed financial and strategic decisions. The … Continued
Succession planning often conjures thoughts of leadership transitions, but effective planning at the board level is equally crucial. In our work with financial institutions, we’ve seen that proactive board succession planning strengthens governance and ensures long-term strategic alignment. Below are three key “Ahas” that can elevate your board succession strategy. Board Recruitment is an Ongoing … Continued
