Category Archives: Policies

Access to Capital for Entrepreneurs

Business Plan Training Series   During this 3 weeks series we will cover:                         writing effective business plans                         insurance marketing operations legal structure projections financial statements employment law customer … Continue reading

Posted in Customer Service, Leadership, Policies, Sales, Strategic Planning | Tagged , , , , | Leave a comment

The Constitution of the United States of America

I just reread the Constitution for the first time in many years. What caused me to do it was that I was tired of hearing all of the politician, political pundits and special interest groups take small sections of it … Continue reading

Posted in Leadership, Policies, Self Improvement | Tagged , , , , | 2 Comments

Be Careful What You Ask For

This is a follow-up to my earlier post about the growing trend of credit union boards having the ability to be compensated dealing with the positives. From my viewpoint, here are some of the potential drawbacks to this trend. The … Continue reading

Posted in Board Governance, Leadership, Policies, Strategic Planning | Tagged , , , , | 3 Comments

The Buck Stops Here

There is a growing groundswell to compensate credit union board members brought to the forefront by recent legislation in Tennessee and Washington. A number of other states already have this as part of their state credit union act. I can … Continue reading

Posted in Board Governance, Leadership, Policies, Strategic Planning | Tagged , , , , , , , | 2 Comments

Why Banks Won’t Convert to Credit Unions – It’s All About Money and Control

  In what has become as predictable as the swallows returning to Capistrano, the banks are in the legislatures complaining about how unfair it is that credit unions are tax exempt and this causes there to not be a level … Continue reading

Posted in Board Governance, Customer Service, Leadership, Policies, Strategic Planning | Tagged , , , , | 2 Comments

The Thank You Economy

I read this book by Gary Vaynerchuk a year ago and it made me an instant fan and I refer back to the book often. It is well written and easy to read and understand. He opens the book with … Continue reading

Posted in Book Reviews, Customer Service, Leadership, Policies, Sales, Social Media, Strategic Planning, Training | Tagged , , , , , | Leave a comment

2012 In Review

  It was a busy year for me and I hope that it was the same for you. I assisted credit unions with the following areas: governance, strategic planning, leadership development, budgeting, regulator relations, policy development/review and mortgage department salary … Continue reading

Posted in Board Governance, Leadership, Policies, Self Improvement, Strategic Planning, Team Development, Training | Tagged , , , , , | Leave a comment