The Cost of Not Planning

In chatting with a financial institution CEO recently, they said they were going to cut doing a strategic planning session from their budget in the upcoming year. Why? The board felt they needed to control expenses and not doing a planning session (or using a...

Strategic Planning & The Empty Chair

Note: This piece originally appeared in CU Insight and CB Insight We’re in the fourth quarter of the year. The end of October and the start of November tend to mean one thing on the credit union and banking calendar: planning season. While some financial institutions...