Phone: (302) 505-5722     Email: [email protected]

Partnering with credit unions to transform their future.

A number of years ago a trusted friend told me of the leadership lessons that are imbedded in the movie, “Apollo 13”. I made sure to watch it the next time it was scheduled for television (this was pre-streaming). I Read more…


(Originally published on CUInsight.com.)   Recently I was speaking with some directors of a credit union. One of them wanted to know what the secret to the successes of my career was. I replied that we were there. This reply Read more…


(Article originally published on CUInsight.com.)   Here we are. Just past the mid-point of 2020. 2020, the year of perfect vision. What we have gotten thus far seems like anything but perfect vision. The year began with several tragic events, Read more…


(Revised edition of an article originally published on CUInsight.com). As I sit here, in day whatever of social distancing, I have decided to share some things I think I think. My apologies to Peter King. 1. This is not the Read more…


Superior member service has been a constant for credit unions. Throughout my career, credit unions have scored better than the banking industry on satisfaction, friendliness and trust factors. Studies show that outstanding service is a tremendous competitive advantage and produces Read more…


(Article originally published on CUInsight.com.)   Superior member service has been a constant for credit unions. Throughout my career, credit unions have scored better than the banking industry on satisfaction, friendliness and trust factors. Studies show that outstanding service is Read more…


I Remember…Bobby Naftzinger coming into my office on Dover AFB to say that a commercial airliner had just struck the World Trade Center. I Remember…watching the second plane strike the other tower and realizing these were not accidents, but something Read more…


Working with credit unions throughout the country I have witnessed common issues with outdated, cumbersome procedures and the WHADITW syndrome. These conditions diminish productivity, create inefficiencies, establish roadblocks to outstanding member service and increase job dissatisfaction among team members. First, Read more…


Recently an associate was denied the opportunity to pursue a prestigious leadership position within the credit union industry. They received an email from the President stating that they were overqualified for the position and would not be interviewed or considered. Read more…


(Article originally published on CUInsight.com.)   For far too long credit unions have owned 8% of the market or less nationally. We are too good to be satisfied with that outcome. Real transformations are needed and must start with the Read more…