The Paralysis of Fear
Below is the third in a series on five methods for overcoming the Knowing-Doing Gap. They are great lessons I’ve learned – and worked hard to apply – from the “The Knowing-Doing Gap,” authored by...
View ArticleWhen Measurement Becomes Too Complex
Below is the fourth in a series on five methods for overcoming the Knowing-Doing Gap. They are great lessons I’ve learned – and worked hard to apply – from the “The Knowing-Doing Gap,” authored by...
View ArticleAdmitting Failure Gets Easier with Practice
Below is the final in a series on five methods for overcoming the Knowing-Doing Gap. They are great lessons I’ve learned – and worked hard to apply – from the “The Knowing-Doing Gap,” authored by...
View ArticleHow Business Intel Will Soon Mean Everything to Your FI
I read an article recently titled “The Man Who Knows Everything.” Based on the forward-thinking mission of data-mining mogul Vivek Ranadivé, the article explores several what-if scenarios where the...
View ArticleA Visual for the Power of Partnership
Have you seen our recent magazine advertisements? They’re sporting a new look courtesy of a strategic, collaborative effort between TMG and CO-OP Financial Services. (If not, here’s a quick peek at one...
View ArticleThe Next Generation of Credit Union Leaders
What an outstanding honor to be named one of the credit union movement’s 2012 Women to Watch! I could not have been more humbled. As I celebrate this honor with my colleagues, I’m reminded of the...
View ArticleCooperative Models of Inspiration
Alongside Iowa Credit Union League President & CEO Pat Jury and TMG Senior Advisor Jeff Russell, I recently attended the 2012 International Summit of Cooperatives in Quebec, Canada. It was...
View ArticleHow Other Industries Offer Inspiration to Visionary FI Leaders
Faced with an incredibly fast-paced and shifting marketplace, credit union and community bank leaders can and should look outside the industry for inspiration on the use of game-changing strategies....
View ArticleDo we really know our customers?
Community financial institutions (FIs) know their customers arguably better than most of the large FIs with which they compete. This comes from a long-standing tradition of over-and-above service and...
View ArticleChallenge Assumptions to Deliver Better Customer Experiences
In March, I shared my thoughts on the importance of looking outside the financial services industry for inspiration on game-changing strategies. One such “outsider” company that has demonstrated its...
View ArticleYour Credit Union’s Place in the World
The following is an excerpt of a guest opinion originally published by the Credit Union Times. It’s a great time for U. S. credit unions. What about the rest of the world? How are credit unions doing...
View ArticleMore Female Leaders for the Credit Union Movement
The following is an excerpt of a guest opinion originally published by the Credit Union Times. It’s important to understand the rise of the female leader is happening in both big and small ways across...
View ArticleTechnology to Power Global Credit Union Connectivity
The following is an excerpt of a guest opinion originally published by the Credit Union Times. Here in America, we experience the challenges of keeping up with new technology and the consumer demand...
View ArticleDisruptive Technologies Push FIs to Innovate
Recent research revealed more than half of retail financial institution (FI) executives consider non-traditional financial services providers a threat to traditional FIs. Conversely, 31 percent view...
View ArticleYoung People Using Alternative #FinancialServices at Alarming Rate
There’s no question the Millennial demographic is a key target market for financial institutions (FIs). Its size, earnings potential and purchasing behavior are among the major factors contributing to...
View Article#BigData Helps Deliver Omni-Channel Experiences
I recently had the privilege of attending the World Credit Union Conference (WCUC) in Gold Coast, Australia. I joined IQR Consulting President Rahul Nawab as a presenter during the “Consumer...
View ArticleNFC and Tokenization Step into the Spotlight
Our teams have been preparing for the day payments would be made using near field communication (NFC) and tokenization. With this week’s introduction of Apple Pay, that day appears to have arrived....
View ArticleStrategic Planning is a Journey
In an article I recently wrote for Credit Union Business, I examined the challenges and changes occurring in the realm of strategic planning. As today’s financial institution (FI) leaders adapt to an...
View ArticleBest Strategic Planners are Forward-Thinking
In an article I recently wrote for Credit Union Business, I highlighted the characteristics I believe are key for an effective strategic planner to possess. In my last blog post I broke down...
View ArticleEffective #StrategicPlanning Keeps Key Players in the Loop
In an article I recently wrote for Credit Union Business, I examined the challenges and changes occurring in the realm of strategic planning. In the article, I highlight the characteristics I believe...
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