How Succession Planning Builds Stronger Credit Union Boards and Executives
https://youtu.be/Psb04kXKL8I If you’re still treating succession as a one-time, “who replaces whom” activity, you’re already behind. Deedee explains why the strongest credit unions have moved from replacement planning to strategic succession, organization-wide discipline tied to vision, market realities, and long-term execution. You’ll hear how boards can elevate their role, how CEOs can cultivate CEO-ready talent […]
October 2025 Market Update: Municipal Bonds Catch Up and Portfolios Stay Strong
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in September 2025.
