Callahan & Associates SVP Katy Slater joins us on the program to discuss the firm's Sustainable Business Strategy with Harvard Business School's Rebecca Henderson. Sustainable Business Strategy is an online, three-module course that incorporates short video lectures and case studies modeled after the Harvard Business School case method -- along with active learning experiences.

According to Katy, these modules are completed over six weeks and encompass both individual and team-based learning activities, ending with an in-person capstone discussion in Cambridge, MA. The course starts this fall in October. Click here to register.
 
Katy adds that Sustainable Business Strategy helps credit union executives explore business models that drive change; create tactics that influence competitive advantages of being a purpose-driven firm; and discover ways credit union teams can become, as well as develop, purpose-driven leaders.

Callahan's has already put 30 credit union c-level executives through the course and are looking to enroll another 40 for this fall. Check it out and let us know your thoughts.

Here is part 2 of our interview with retiring Truliant Federal Credit Union President/CEO Marc Schaefer. In this part, Marc discusses the importance of mentorship in his career and helping groom new credit union leaders today. In addition, he provides some sound advice for future leaders, as well as his thoughts on the current status of the industry and where he would like to see it head.

Marc also talked about how he changed as his career progressed, sharing the difference between who was then when he started and who is now on the cusp of retirement.

Much, more in this candid discussion with Marc, so check it out and let us know your thoughts.
​Go check out part 1 if you missed it.

Jeff Valley, Manager of Data and Analytics at Topline Federal Credit Union, and Karan Bhalla, CEO of CU Rise, joined us on the program to show how credit unions are using predictive analytics today -- Topline, in particular. Here what we asked them:

• Why are predictive analytics exciting for Topline? What are the possibilities here?
• What challenges was Topline trying to solve when they made the decision to invest in data analytics for their credit union?
• What are the examples of specific ways Topline is using data to be more strategic?
• How has the use of analytics changed some of their approaches to serving Topline members?

Many takeaways in this discussion with Jeff and Karan. So check it out and let us know your thoughts.

You all are in for a treat in this two-part interview with retiring Truliant Federal Credit Union President/CEO Marc Schaefer. Marc recently announced his retirement, occurring at the end of 2019, after 25 years serving as Truliant's leader.

In part one, we discussed the incredible growth the credit union experienced under Marc's watch (from $400 million/110,000 members to $2.5 billion/248,000 members), becoming North Carolina's third largest credit union with 33 branches to boot. He also discussed the credit union's rebranding efforts from AT&T Family Federal Credit Union to Truliant.

Lastly, Marc recollected his part in the HR 1151 (Credit Union Membership Access Act) decision back in 1998, which had most of the industry very nervous to say the least. Obviously, it turned out well for credit unions and Marc was a big part of that.

An amazing chat with an amazing human being who has devoted the better part of his life to credit unions. Our industry is that much better for it. So check it out and let us know your thoughts -- and part two is even better. So stay tuned!

Industry Insights CPA and Vice President Michael Becher joined us on the program to share results -- and a few surprises -- from CUES’ 2019 Executive Compensation Survey. Here are a few nuggets to whet your appetite:

• All positions saw pay increases but pay increase was lower overall compared to last year
• More than 20% of CEOs reported to have CCE designation
• Top 4 factors driving CEO bonuses were: earnings, board evaluation, loan growth, and membership growth

Check it out and let us know your thoughts.