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  • Careful Integration the Cornerstone of Successful Mergers
    Posted on Sep 8th, 2011

    By, Stuart R. Levine Our firm recently facilitated the successful merger of two credit unions.  One of the fundamental issues that we focused on was the ability of the post merger team to quickly establish and maintain productive working relationships with employees and the people they serve. From the outset, it was critical to identify […]


  • Take Time to Develop a Succession Planning Strategy
    Posted on Jul 1st, 2011

    This past month, I attended a Deloitte conference hosted by their Center for Corporate Governance, including 1,000 directors across 30 locations, live from New York City.  One of the most important topics and issues discussed is the board’s approach to succession planning. The departure of your CEO is the most important and challenging board responsibility. […]


  • Trends Support Need for Transformational Governance
    Posted on Jun 16th, 2011
    Related Products & Services: Strategic Communication, Effective Board Governance

    Last week I attended a conference in New York City hosted by the National Association of Corporate Directors.  Core to this organization is the belief in education of directors who serve shareholders and other important stakeholders. Here are some directional issues that will redefine standards and behaviors and will require boards to transform their governance […]


  • The Collaborative & Innovative Strategic Leader
    Posted on May 18th, 2011
    Related Products & Services: Our Work with Credit Unions, Director Education, Effective Board Governance

    Having just returned from NACUSO’s 2011 Annual Conference in Las Vegas, I thought it would be appropriate to share some perspective on current issues and trends that will impact your credit union and its ability to survive and thrive. Gigi Hyland, Board Member, NCUA, spoke about the unprecedented challenge of addressing the worst economic recession […]


  • Transformational Governance Includes IT Vision, Grasp
    Posted on May 6th, 2011
    Related Products & Services: Our Work with Credit Unions, Director Education, CEO and Board Recruitment

    Last week I attended a governance conference in New York City.  The primary focus of the meeting was education of directors who serve members and other important stakeholders. The real challenge that CEOs and boards face, is to learn as fast as the world is changing.  This implies a commitment to strengthening our skills to […]


  • Information Explosion Favors Creative Leadership
    Posted on
    Related Products & Services: Strategic Planning

    This past year IBM released it fourth edition of their biennial Global CEO Study series entitled,  “Capitalizing on Complexity.”  Over 1500 global CEOs were interviewed in person, throughout 60 countries and across 33 industries.   The insights gained from this study have major implications for how leaders should view strategic planning, valued leadership qualities and decision-making […]


  • Exemplary Leadership Requires a Moral Compass
    Posted on Apr 1st, 2011
    Related Products & Services: Young Professional Career Development, Foundation Leadership Programs, Leadership Development

    This past month, I was invited to deliver a leadership presentation to a group of international business students at Stony Brook University at the request of a business colleague I have known for over 25 years.  These exchanges of content are an enduring commitment we make to the community.  Our hope is that the fundamental […]


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