News Archives

Behaviors that should not be tolerated

Behaviors that should not be tolerated

by: Dan Berger Last week, I discussed key traits of a great leader. Another key trait of any great leader is tolerance. Stated another way: exhibiting patience or giving something or someone a second chance. [...]

Tips & tricks for effective meeting facilitation

Tips & tricks for effective meeting facilitation

As a long-standing resource for credit union planning session facilitation, we are often asked our advice on improving meeting facilitation. While facilitation is often more art than science, there are considerations that help lead to [...]

CFPB proposes small creditor mortgage relief

CFPB proposes small creditor mortgage relief

by: Henry Meier Yesterday brought us another example of the CFPB at its best. It proposed several amendments to its mortgage rules that will make it easier for institutions to quality as small creditors for [...]

Mortgage success through member education

Mortgage success through member education

Credit unions can win over banks in this area. by: Nicole Hamilton Credit unions have a unique opportunity to capture new members and market share around home ownership, and a distinct competitive advantage over other [...]

Holiday shopping season sees spending increase

Holiday shopping season sees spending increase

by: Jeff Falk Retailers enjoyed a slight increase in sales at the start of the 2014 holiday shopping season. A recent report looked at spending data from Black Friday through Cyber Monday, and found a [...]

If I can thank you there, I can thank you anywhere

If I can thank you there, I can thank you anywhere

by: Bill Prichard Children’s Miracle Network Hospitals is saying thank you to Credit Unions for Kids and CO-OP Financial Services in a New York-sized way by running an ad on an enormous electronic billboard [...]

Frontlining: Getting the right data to the right channel

Frontlining: Getting the right data to the right channel

by: Ron Shevlin In researching an upcoming report on marketing analytics, two conversations with fintech vendors stand out for reasons that have nothing to do with the report itself. In the first discussion, I asked [...]

When best practices are worst practices

When best practices are worst practices

I think best practices are often useless. I think benchmarking is really stupid. Actually, I think they’re both really stupid and useless … if they are done improperly. Many companies examine alleged best practices in [...]