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 […]

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 […]

This past month, I spent a day engaging in thought-provoking dialogue at the Deloitte Davos Experience. The issues discussed each year at the World Economic Forum provide a context for the most important challenges of our time. I’d like to share with you a few data points on water stewardship that was the starting point […]

Our client, Montefiore Medical Center and The Care Management Company has been selected as one of the premier healthcare organizations nationwide to participate in the ACO Pioneer Initiative sponsored by CMS. We are proud to support the leadership in this important Initiative – as they improve care experience, increase population health and reduce healthcare expense.

As we begin the new year, most CEOs and C-Suite executives are thinking about how to strengthen the leadership team and management to best execute on strategy. Some leaders may have the “gene” that inspires them to naturally keep learning about the world and how it will impact their business. But many don’t have that […]

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 species whose leaves and […]

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 story.  His face is […]

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 […]

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 members they serve. From the outset, it was critical to identify people-related risk factors as […]

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 […]