As the presidential campaign intensifies, I am struck by the common sense opportunity for all of us in the credit union world to come together and start to turn this country around. There is a practical way that we, as mission-driven people, can assert leadership and re-infuse energy into our communities. My suggestion is that […]

Stuart R. Levine is interviewed by Bank Investment Consultant for their lead cover story entitled, “Death of the Salesman: Ending the Banking-Advisory Culture Clash.” Read the PDF. By, Brendan Sheehan Published July 1, 2012 The world of personal finance is undergoing a revolution. It may not be as dramatic as the marches through New York […]

Strategic Insights for CEO’s & Credit Union Board Members Why do you need the Credit Union Leadership Forum? In recent years, the U.S. economy has experienced the most devastating recession in the history of the country. Credit unions and their members have not escaped its unrelenting grip and the future promises continued economic challenges. Loan […]

The most successful leaders I know understand and live by fundamental leadership principles with both discipline and focus.  They commit to continuous learning and strive to have their behaviors serve as a reflection of their values —  setting  the standard and expectations for others in their organization. Companies are once again focused on increasing the […]

Published May, 2012 By, Stuart R. Levine Last month I participated as a panelist on a National Association of Corporate Directors webinar entitled, “Capitalism, Transparency and Ethics.” Following the global financial crisis, directors are increasingly concerned with how to effectively navigate the new environment.  Being held under greater scrutiny by the public, members and the […]

Lately in our business, I have observed a disturbing trend. Companies are on a shorter planning cycle, and long term planning and visionary thinking is difficult to achieve. However, visionary planning informs every future decision, including hiring the right talent on both your management team and board. Too few leaders spend time talking about these […]

Last month I spoke at the CUES Executive Summit in Colorado Springs. This conference was attended by some of the most dedicated and intelligent directors and senior leaders we have met in the credit union world. I’d like to share with you some of the valuable content delivered, as well as some of the important […]

This past month, I spent a day engaging in thought-provoking dialogue at the Deloitte Davos Experience. The issues discussed each year at the World Economic Forum provide a context for the most important challenges of our time. I’d like to share with you a few data points on water stewardship that was the starting point […]

This past year I travelled 300,000 miles globally . The experience helped me connect dots that have serious consequences for business strategy and succession planning. It also reinforced a central theme that is emerging for all of us on boards: Can we learn as fast as the world is changing? As directors, we are always […]

Our client, Montefiore Medical Center and The Care Management Company has been selected as one of the premier healthcare organizations nationwide to participate in the ACO Pioneer Initiative sponsored by CMS. We are proud to support the leadership in this important Initiative – as they improve care experience, increase population health and reduce healthcare expense.