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Beyond Financial Literacy: The Board’s Role in Managing Risk
Posted on Feb 22nd, 2011
Related Products & Services: Our Work with Credit Unions, Enterprise Risk Management, Director EducationOn 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 […]
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How to Create Strategic Plans that Engage the Team
Posted on Feb 11th, 2011
Related Products & Services: Strategic Planning, Strategic RetreatsMany 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 […]
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What Boards, CEOs Can Do to Improve Communication
Posted on Feb 4th, 2011
Directors desire a stronger line of communication with the CEO than is presently acknowledged. Sometimes lack of dialogue is a byproduct of board rules, including requirements for executive sessions without the CEO present. Sometimes it stems from failing to make such conversation a priority. Committing to an intelligent exchange of ideas with your CEO will […]
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Successful CEOs Share Information With the Board
Posted on Feb 3rd, 2011
Related Products & Services: Our Work with Credit Unions, Director Education, Effective Board GovernanceAs 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 […]
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First Credit Union Leadership Forum Web Seminar – A Practical Perspective: Regulatory Realities. January 25th – Free Registration!
Posted on Jan 21st, 2011
Related Products & Services: Director Education, Our Work with Credit UnionsTune in for our January 25th Credit Union Leadership Forum Web Seminar – A Practical Perspective: Regulatory Realities. January 25th 12 Noon – 1PM (ET) and 9AM – 10AM (PT). View Press Release. Free Registration: Click Here. This seminar will be hosted by Sarah Snell Cooke, editor-in-chief of Credit Union Times and Stuart R. Levine, CEO of Stuart Levine and […]
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Continuous Learning Drives Innovation and Results
Posted on Jan 14th, 2011
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 […]
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Reaching out to Directors
Posted on Dec 15th, 2010
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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Crisis Management: How Ready is Your Board?
Posted on Dec 4th, 2010
The world as we know it is in a continuous state of change for corporate directors. In the past, work mattered more than process. With those in Congress and the Executive Branch concerned about another economic crisis, increased transparency and attention to processes will be required. In the past, board members, corporate secretaries and general […]
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Preparing for Change
Posted on Dec 2nd, 2010
Recently, the SEC issued Rule 14a-11 which has major implications for the way shareholders have access to nominating directors to boards. The implementation of these rules is currently being challenged in court by the United States Chamber of Commerce. However, the SEC direction is to encourage increased communication between shareholders and directors. So while we […]
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Annual Retreats: Directors Debate Best Practices
Posted on Jun 3rd, 2010
During the holidays, television stations always run a consecutive loop of the yuletide log with a soundtrack of recognizable Christmas songs. It reminds us of shared values and gives people a sense of the holiday spirit and warmth. Presently, we are watching a 24/7 “continuous loop” of the BP disaster with up to 100,000 gallons […]