The Bank and Credit Union Strategic Planning Gift Box
Go over key bank and credit union strategic planning components, such as trend reviews, vision-setting and focused initiatives.
Read MoreYou can’t be all things to all people. Focus your efforts on the groups you serve best…and that best serve your long-term goals.
What really makes your financial organization unique? Determine why your financial organization exists and what really makes you different from your competitors.
When you’re clear on why you exist and who you’re trying to reach, so are consumers. They’ll know who you are and why they should choose you.
LeAnn Kaczynski
CEO, Smart Financial Credit Union
$877 million assets
Eric Pointer
CEO, Credit Union of Texas
$1.9 billion assets
Tara Springsteen
VP Operations, UniWyo Federal Credit Union
$494 million assets