News Archives

Do you know what you want your employees to do?

Do you know what you want your employees to do?

Organizational clarity, or lack thereof, is sometimes easier to recognize in another organization than our own. Remember the dramatic television series, “The West Wing”? What a great show, though, and full of leadership and life [...]

MD|DC Credit Union Association hosts 2022 Tech Summit

MD|DC Credit Union Association hosts 2022 Tech Summit

The MD|DC Credit Union Association hosted its 2022 Tech Summit August 16-17 at the MGM National Harbor in Maryland. The summit explored the digital innovations that are redefining financial services and reshaping the member [...]

Occam’s Razor and the state of financial markets

Occam’s Razor and the state of financial markets

Fourteenth century philosopher William of Ockham provided a great service to today’s investors seeking to understand the current state of financial markets. To crudely summarize his seminal thesis that became known later as “Occam’[...]

Growth in a turbulent economy

Growth in a turbulent economy

In June of 2022, we finalized our findings from a nation-wide credit union executives Survey on growth—identifying where credit unions were having successes and where they were experiencing problems. We all know that COVID [...]

Data security: It’s also a UDAAP issue

Data security: It’s also a UDAAP issue

The Consumer Financial Protection Bureau (CFPB or bureau) recently published a “consumer financial protection circular” that concluded having insufficient data protection or information security could be an unfair act or practice, thereby implicating the federal [...]

Two breakthrough questions for leaders

Two breakthrough questions for leaders

As organizational leaders, it can seem easier to resort back to old habits as we get hit with different issues and tasks every day. This response, while natural, may not be best for you or [...]