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  • 50,000 Challenge: Creating Internship Opportunities at Credit Unions
    Posted on Jul 27th, 2012
    Related Products & Services: Young Professional Career Development

    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 […]


  • Death of the Salesmen: Ending the Banking-Advisory Culture Clash
    Posted on Jul 19th, 2012
    Related Products & Services: Strategic Planning

    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 […]


  • Leadership Requires Common Sense Ethics
    Posted on May 14th, 2012
    Related Products & Services: Credit Unions

    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 […]


  • Rapid Change Favors Those Who Embrace Uncertainty
    Posted on Dec 3rd, 2011

    By, Stuart R. Levine As we go deep into the fourth quarter of this year, I’d like to reflect upon lessons learned as well as thoughts for the new year and beyond.  This morning, after Thanksgiving day, I walked through my rose garden.  In some strange way, there were still roses in bloom, unlike most […]


  • Mission-Driven Communication Requires Standards
    Posted on Nov 4th, 2011

    By, Stuart R. Levine Successful leaders live by fundamental leadership principles with 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. The CEO’s communication philosophy and actions sets the tone, whether it […]


  • Creating Value in a Contracting and De-Leveraging World
    Posted on Oct 2nd, 2011

    By, Stuart R. Levine As I reflect on my travels to over 20 cities in 2011, I am struck by a conversation I’d like to share with you.  Upon arriving late one evening in Las Vegas to speak at a credit union conference, I asked the cab driver “how’s business?” I heard a profoundly sad […]


  • 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 […]