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  • Creating Value in a Deleveraging World
    Posted on Oct 27th, 2011
    Related Products & Services: Our Work with Credit Unions, Strategic Planning, Strategic Retreats

    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 […]

  • Ensuring a Successful Merger
    Posted on Sep 19th, 2011
    Related Products & Services: Strategic Planning, Mergers and Acquisitions, Our Work with Credit Unions

    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 […]

  • How to Create Strategic Plans that Engage the Team
    Posted on Feb 11th, 2011
    Related Products & Services: Strategic Planning, Strategic Retreats

    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 […]