Closing branches, sending staff to work at home, and re-scheduling board meetings, are just part of what’s making the rest of 2020, including traditional strategic planning opportunities, so uncertain.
Strategic conversations among you and your senior team cannot be put on hold indefinitely.
Across the past few months, we’ve been talking with a lot of credit union leaders, like yourself, about how to keep strategy top-of-mind. Many of executives are struggling with how to move strategic discussions forward at a time when “traditional” board meetings and strategic planning sessions are restricted because they can’t be together, in the same room.
Callahan has been connecting with credit unions virtually and in-person for decades. And now we’re sharing our expertise in delivering strategic insights in a FREE guide for the industry.
Download Callahan’s Guide To Virtual Strategic Engagements for practices around:
- The roles and responsibilities needed for a successful engagement.
- How to prepare for and structure your meeting.
- Ways to encourage dialogue and keep your engagement on track.
- How to keep strategy alive post-session.
Whether you’re looking to have an engaging board meeting, strategy-driven discussion with your senior team, or a full weekend of planning; our guide lays out how to successfully host a virtual engagement that will keep your dialogue going strong. You can click here to download the guide.
The need for planning has never been greater as credit union leadership teams and boards are faced with unprecedented challenges – don’t let logistics and operations stop your team from discussing strategy.
More Blogs
Leverage Your Peers For Vendor Due Diligence
When it comes to picking the right digital banking vendors for your institution Callahan & Associates knows how important it is to conduct a robust analysis before signing on the dotted line. Often, vendors will offer a curated list of client referrals you can...
Let The Policy Exchange Expedite Your Hiring Process
There have been few moments in American history in which the economy has experienced as much whiplash as the COVID-19 pandemic. After an economic shutdown brought an extended period of turmoil and job loss, we experienced a rapid V-shaped recovery which has brought...
4 Easy Ways to Analyze 4Q Data on Peer+
With fourth-quarter data released by the NCUA, it’s the perfect opportunity to reflect and compare your institution to your peers using Peer+. With an intuitive and reimagined interface, strategic year-end reporting for your credit union has never been easier. Give...
Credit Unions See Record High Member Engagement and Relationships In 4Q21
More consumers than ever turned to credit unions in 2021. Total industry assets surpassed $2 trillion last year, as over 5.4 million Americans became new credit union members bringing total membership to 131.1 million. Additionally, the industry is seeing accelerated...
This Month In Impact – January 2022
One of Callahan & Associates 2022 goals is to increase our Impact Network members and how we impact our community of credit union leaders. We’re devoting much of our content this year to talk about impact, including how credit unions are looking at impact,...
Top 5 Webinars Of 2021 On CreditUnions.com
Through all the ups and downs, twists and turns that 2021 put the credit union industry through, Callahan has continued empowering credit unions to impact their communities in meaningful ways. That includes our webinars, which offer key insights into a variety of...
Top 5 Articles Of 2021 On CreditUnions.com
It has been a lively year for the credit union industry. A year that started in the throes of COVID-19 has now given way to nationwide economic reopening tempered by labor shortages, inflation, and now, concerns about yet a new variant. Through it all,...
3 Themes For Credit Union CEOs Leading Into 2022
Credit unions have reported a string of significant milestones across 2021. Over the past few months, we've been able to speak with hundreds of credit leaders and wanted to share some of the key themes we’ve been hearing. Digital Transformation Digital transformation...
Alternative Data Sets And How They Can Help Your Credit Union
For credit unions, there’s no such thing as “too much data”. If there’s data that exists for credit unions to get a better gauge on their role in the local community or in the industry at large, it’s in the cooperative’s best interest to uncover it. While typical...
A Successful Launch Starts With A Successful Team
People often ask me why I’m such a passionate credit union advocate. OK, to be honest, the question is usually more along the lines of “why are you obsessed with credit unions”, and the “people” in question are my friends, family, neighbors, kids’ friends’ parents,...