As the snow from this very harsh winter begins to melt, those of us who are golfers begin the transition from the winter doldrums to a hopeful new season.  One way to prepare your body and your mind is to watch professionals play on televised tournaments.  In analyzing the professional swings, I am always struck […]

The above mentioned web seminar discussed key components of building a marketing and branding strategy for your credit union and what is the board’s role in creating and overseeing the strategy.  Sarah Cooke, Editor in Chief, Credit Union Times and Stuart R. Levine, Founder, Chairman and CEO, Stuart Levine & Associates, were joined by Peter Hubbell, […]

On 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 […]

This web seminar discussed  recent regulatory changes that have occurred, and how those changes affect boards of directors at credit unions. Sarah Cooke, Editor in Chief, Credit Union Times and Stuart R. Levine, Founder, Chairman and CEO, Stuart Levine & Associates, were joined by Paul Peterson, NCUA Associate General Counsel and Teresa Halleck, President and […]

Many 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 […]

As 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 […]

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 […]

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 […]

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 […]

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 […]