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  • Member in Control
    Posted on Dec 4th, 2012
    Related Products & Services: Strategic Planning

    By, Stuart R. Levine Published in CU Insights December, 2012 In order to position themselves for success in the future, credit unions and financial institutions must accept the fact that their relationship with their customers or members has changed and will continue to evolve.  Maintaining and growing their customer or member base will require that […]


  • Hurricane Sandy’s Direct Hit on Humanity and Resulting Economic Devastation
    Posted on Nov 28th, 2012

    By, Stuart R. Levine The hurricane has had a profound impact on the five boroughs of New York City, particularly Staten Island, as well as much of New Jersey, Long Island and Connecticut.  As I write this article on Saturday, November 3, I have been told that our home will not have power restored until […]


  • Innovation the Key to Future Growth
    Posted on Oct 4th, 2012
    Related Products & Services: Strategic Planning

    By, Stuart R. Levine Published in Credit Union Times October 2012 This past month at the Credit Union Leadership Forum’s Edu-Leader® Leadership Learning Series we focused on Innovation.  I thought it would be valuable to share some of the day’s learning as we all face the challenge of how to innovate, which can be one […]


  • Lessons to be Learned from the Healthcare Debate
    Posted on Sep 4th, 2012
    Related Products & Services: Healthcare

    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 […]


  • The 50,000 Challenge Revisited
    Posted on Aug 8th, 2012
    Related Products & Services: Young Profession Career Development

    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 […]


  • 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 […]


  • Focus on Leadership Fundamentals
    Posted on Jul 10th, 2012
    Related Products & Services: Our Work with Credit Unions, Leadership Development

    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 […]


  • 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 […]


  • Connecting Minds to Invent the Future
    Posted on Apr 23rd, 2012
    Related Products & Services: Strategic Planning, CEO Consultation

    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 […]