Entries by Isabelle Bennett

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Why Strategic Plans Fail — and How to Make Sure Yours Doesn’t

4 minute read – 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 […]

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Future-Ready Leadership: Strategically Planning Your Talent Infrastructure for Long-Term Success

3 minute read – 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 […]

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Finance at the Forefront of Merger & Acquisition Opportunities

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.

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Economic Value of Equity: Are Your Gains Real or Market-Driven?

6 minute read – 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 […]

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3 AHA’s of Board Succession Planning

4 minute read – 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 […]

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