By, Stuart Levine A few weeks ago, I attended a regularly scheduled board meeting at a credit union.  The CFO was delivering his financial report that included the line item reflecting the cost for employee healthcare.  There was a discussion about this important issue and the impact it was having on the credit union.  Based […]

By Stuart R. Levine It’s Sunday, and I’m reading the newspapers and watching the talk shows, trying to digest the political commentary that consumes all of us. My perception and conclusion is that based on the content and the harsh tones, the environment in this country is filled with incredible toxicity. Within this context, it […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]