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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 […]


  • How Corporate Culture Reflects Board Performance
    Posted on Aug 27th, 2011
    Related Products & Services: Effective Board Governance

    Recently I moderated a webinar that is part of the National Association for Corporate Directors (NACD) Boardroom Excellence Series entitled, “Boards and CEOs:  Trust, Transparency and Constructive Tension.   The participants, Kenneth Daly, President and CEO, NACD and The Honorable Kenneth M. Duberstein, Lead Director, The Boeing Company and Director, The Travelers Companies and Conoco-Phillips shared […]


  • Director Assessments Can Strengthen Your Board
    Posted on Aug 18th, 2011
    Related Products & Services: Effective Board Governance, On-Line Board Assessment, Our Work with Credit Unions

    This week I attended the 34th Annual National Director’s Convention in Las Vegas as a speaker on the topic of “Relentless Strategic  Leadership to Ensure Member Value ”.  The sessions were attended by both directors and CEOs.  The topic most commonly asked in both sessions were concerns about toxic board members who are defined as […]


  • Succession Planning: A Strategic Imperative
    Posted on Jul 28th, 2011
    Related Products & Services: Succession Planning, Our Work with Credit Unions

    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. […]


  • 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 […]


  • 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 […]


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