4 minute read – The following blog post was written by c. myers and originally published by CUES on March 20. 2023. Succession planning is like exercise. Everyone knows that they SHOULD do it and that it helps prevent future problems, but it can be hard to prioritize. NCUA is working to provide some motivation. If the proposed … Continued
9 minute read – Every day we have critical conversations with our clients about a range of topics from financial modeling to strategic planning. Something we hear more and more executives discuss is the importance of scenario planning for their institution in this current environment. After receiving great feedback on this blog, we have decided … Continued
As we enter a new year with strategic plans concluded, it is now time to hit the ground running on the list of key projects that will move the strategy forward. After receiving great feedback on this c. myers live we posted last year, we want to remind executives of a few ways to keep … Continued
4 minute read – The following blog post was written by c. myers and originally published by CUES on November 7, 2022. Asset/Liability Committee meetings are an opportunity to create compelling collaborations that are interesting, relevant, and result in better member value and better asset/liability management – AND you get to check the compliance box. If … Continued
4 minute read – The following blog post was written by c. myers and originally published by CUES on September 19, 2022. Targeting younger customers is so common that you could say it’s ubiquitous, but the reasons why are often fuzzy. Gaining traction with this group in a way that benefits both younger people and … Continued
4 minute read – The competition for talent has been raging for the past few years. While it seemed to come to a head after the pandemic, the demographic underpinnings have been at play for decades. As teams work to meet today’s talent challenges, approaching the situation as if it’s permanent can recast the thinking, … Continued
4 minute read – The following blog post was written by c. myers and originally published by CUES on June 1, 2022. It can be a struggle for boards and other stakeholders to consistently connect the organization’s actions and measures of success to its strategy. The strategy that was decided on during planning may become … Continued
Our world is moving fast, and it is more important than ever for organizations to be critical with their approach to people planning. In this c. myers live, we discuss how to become more strategic with your approach to your team and give leaders the right questions to ask. Brian McHenry As one of five … Continued
4 minute read – Competitive pressure on Overdraft Protection (ODP) has become immense. What started as an incoming tide in mid-2021, has turned into a tsunami of pressure at the start of 2022 as more financial institutions are creating market pressure by completely revamping their position with respect to these types of fees. The growing … Continued
4 minute read – Many CFOs and leadership teams of eligible credit unions are evaluating whether secondary capital might be a strategic fit for their business models. Here are two scenarios to consider: Scenario 1 – We want to continue to grow and expand our markets Consider a credit union that has robust growth in their current markets and has … Continued
