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  • Capitalizing on Complexity
    Posted on Apr 13th, 2011
    Related Products & Services: Strategic Planning, CEO Consultation

    I’ve spent the last two months with clients on the road visiting eight cities in the United States and making two trips to Europe. My meetings stimulated some thoughts that I would like to share with you. Michael Dowling (CEO of North Shore-LIJ) concluded his remarks to our Board retreat last week with the following […]


  • One Leadership Lesson: The Learning Never Stops
    Posted on Apr 7th, 2011
    Related Products & Services: Leadership Development, Strategic Planning, Governance

    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 […]


  • The Leader’s and Director’s Role in Managing Risk
    Posted on Mar 11th, 2011
    Related Products & Services: Enterprise Risk Management, Strategic Planning, Leadership Development

    As the snow from this very harsh winter begins to melt, those of us who are golfers begin the transition from the winter doldrums to a hopeful new season.  One way to prepare your body and your mind is to watch professionals play on televised tournaments.  In analyzing the professional swings, I am always struck […]


  • Credit Union Leadership Forum Web Seminar – The Role of the Board in Marketing and Brand Strategy
    Posted on Feb 22nd, 2011
    Related Products & Services: Governance

    The above mentioned web seminar discussed key components of building a marketing and branding strategy for your credit union and what is the board’s role in creating and overseeing the strategy.  Sarah Cooke, Editor in Chief, Credit Union Times and Stuart R. Levine, Founder, Chairman and CEO, Stuart Levine & Associates, were joined by Peter Hubbell, […]


  • Beyond Financial Literacy: The Board’s Role in Managing Risk
    Posted on
    Related Products & Services: Our Work with Credit Unions, Enterprise Risk Management, Director Education

    On January 25th, 2011, The Credit Union Leadership Forum held its first Web Seminar entitled, “A Practical Perspective: Regulatory Realities”, featuring Paul Peterson, NCUA Associate General Counsel, Teresa Halleck, President & CEO, San Diego County Credit Union and Sarah Snell Cooke, Editor-in-Chief, Credit Union Times and myself. We discussed the practical and real-world implications of […]


  • Credit Union Leadership Forum Web Seminar: A Practical Perspective: Regulatory Realities
    Posted on Feb 16th, 2011
    Related Products & Services: Our Work with Credit Unions

    This web seminar discussed  recent regulatory changes that have occurred, and how those changes affect boards of directors at credit unions. Sarah Cooke, Editor in Chief, Credit Union Times and Stuart R. Levine, Founder, Chairman and CEO, Stuart Levine & Associates, were joined by Paul Peterson, NCUA Associate General Counsel and Teresa Halleck, President and […]


  • How to Create Strategic Plans that Engage the Team
    Posted on Feb 11th, 2011
    Related Products & Services: Strategic Planning, Strategic Retreats

    Many organizations today should revisit their strategic plan and the process that built the direction.  Strategic planning processes can be delivered in many different ways.  It’s important to align the team, and start the discussion with independent data about customer satisfaction and employee understanding of the plan and mission of the organization. A critical component […]


  • Successful CEOs Share Information With the Board
    Posted on Feb 3rd, 2011
    Related Products & Services: Our Work with Credit Unions, Director Education, Effective Board Governance

    As we consider regulatory changes for board governance and the business environment gets more complicated, boards and CEOs have to define and clarify their roles and responsibilities.  This will require more direct communication and understanding of strategy. Committing to an intelligent exchange of ideas with your CEO will require some discipline, but will yield a […]


  • Continuous Learning Drives Innovation and Results
    Posted on Jan 14th, 2011
    Related Products & Services: Leadership Development, Strategic Planning, Executive Coaching

    In our many years of operating a strategic planning firm, one incredible truth has emerged. The commitment to continually learn defines whether people and teams have the energy to innovate and develop strategies that achieve results. As the world continues to evolve economically and politically, global and emerging markets become more competitive. Effective leaders understand their role in stimulating discussions that […]


  • Reaching out to Directors
    Posted on Dec 15th, 2010
    Related Products & Services: Board Assessments, Effective Board Governance, Governance

    Most corporate citizens would agree that corporate directors are among their most important and most demanding constituencies. But ironically, we think that Directors are among the most under-served constituencies of all – at least where “reaching out” is concerned. Here are a few things that are normally sure to please Directors…plus some hints on prepping […]


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