Why Financial Planning is an Essential Executive Benefit for Credit Union Leaders

Traditional financial planning offers practical tools for rank-and-file employees; however, it simply doesn’t capture the full breadth of complex financial situations and compensation benefits a credit union executive has to manage in the C-suite. For example, beyond a standard 401(k), executives may also have a 457(b), 457(f), or split-dollar plan…

Personal Financial Planning: A Missing—Essential—Piece in the Credit Union Executive Benefits Package

The COVID-19 pandemic and subsequent Great Resignation have put significant pressure on employers to reevaluate their recruiting and retention efforts to seamlessly maintain operations and welcome a new generation of team members. While companies are primarily seeing this shift among their front-line positions, there has been a recent spike in…

When to Take Strategic Risk in Your Credit Union—Your ACTion Point

As a credit union executive, should you consider your personal financial success before the direction of your credit union? Yes and no. The reality of your position challenges you to lead your organization boldly into new initiatives, technology, and markets; however, every major decision you make comes with risk. Whether…

How Credit Union CEOs Can Make Bold Moves and Balance Personal Risk—At the Same Time

When is the appropriate time to undertake your boldest or most innovative projects? As a credit union CEO, you’ve likely considered how the risk of significant organizational changes may affect your future employment, and ultimately, long-term finances. These risks may arise from financial strain on your credit union or political…