Set the tone for risk
How we see the future determines our tolerance for risk and desire for growth. If we envision a future of economic turbulence, we might be inclined to limit risk and ...
The latest from John Pettit
Feds investigating former Trump attorney for bank fraud over Melrose CU loans
Federal officials are investigating Michael Cohen, President Trump’s former personal attorney, for possible bank and tax fraud violations in connection with $20 million in loans he obtained from Melrose ...
Creating intelligent branch banking experiences to drive growth opportunities
Financial institutions are taking a fresh look at the brick-and-mortar branch – location, size, offerings, staffing and technology – to create a new banking experience for their accountholders. Innovative self-service capabilities such ...
5 pitfalls of data analytics approaches
As more credit unions design and test their approaches to data analytics, a few common traps that slow success are emerging. During our presentation at the NAFCU Annual Conference, AdvantEdge ...
Health and financial well-being: Key elements of successful credit union and health care partnerships – Part 2
In our first post on this topic, we made the assertion that health and financial well-being are intrinsically linked – especially for millions of low- and moderate-income Americans struggling under the ...
Loan-to-share ratio nears record high
When the economy expands or contracts, loan growth and share growth have historically had an inverse relationship. In times of economic prosperity, consumers are more confident and in turn take ...
Do you have the resources to empower your leaders?
Empowering managers through leadership development doesn’t just happen. In my first blog post, I shared how you can make this dream a reality at your credit union by dreaming ...
Compliance: Beneficial owner relief extended thru Sept. 8
The Treasury’s Financial Crimes Enforcement Network (FinCEN) has extended the Beneficial Ownership Rule’s limited exception for rollover and/or renewal of certain accounts for an additional 30 days. ...