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Strategy Videos

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Incubator CUSOs

Alix Patterson

Incubator CUSOs encourage research, development and innovation for better financial solutions while minimizing risk and could be a viable investment for Boards to consider.

Member Deposit Allocation

Lerzan Aksoy

Wallet-share expert, Lerzan Aksoy, discusses the drivers and barriers that impact individual members’ deposit allocation.

Wallet Allocation Rule

Lerzan Aksoy

Learn how and why to successfully implement the wallet allocation rule within your credit union.

Calculating member wallet share

Lerzan Aksoy

Lerzan Aksoy provides the basic framework for calculating member share of wallet.

Transient Advantage

Rita Gunther McGrath

Rita McGrath discusses the differences between transient and competitive advantage

Strategic Development Requires Research

John Oliver

Strategic development is an ongoing process that requires the board to research developments in order to stay ahead of changes in the marketplace.

Envisioning the Technological Future of Credit Unions

Lee Wetherington

To determine the nature and scope of tomorrow’s opportunities, credit union leaders must first visualize the future based on insights into today’s trends. Learn more about the future of technology in credit unions and the strategic imperatives the future demands now from expert Lee Wetherington.

A New Model for Membership Growth

Constance Anderson

Join Constance Anderson, as she explains a new model for membership growth, including a process of tracking member attrition and updating your member anchoring strategy.


Mark Weber

Directors need to understand the brand of the credit union and how to communicate the value to potential consumers through our marketing, service experience, word of mouth. It is one of the most important assets of the credit union.

Understanding Creativity and Innovation

Lyn Heward

The director of creation for Cirque du Soleil explains the characteristics of creativity and innovation and how leaders can foster them.

Remaining Relevant

Joe Sullivan

Every market is different. Forward-looking credit unions create their own path by observing how markets have changed, how they are predicted to change, and what the organization must do in order to remain relevant.

Brand and Culture

Mark Weber

A brand can differentiate a credit union from its competitors. Aligning beliefs and delivery is the marker that transforms a credit union from good to great. If every stakeholder understands brand, they can carry out the actions aligned to the brand promise.

The Importance of Emotional Commitment

Stan Slap

Author and strategy expert Stan Slap helps managers become better leaders and more committed managers. Slap's methodology helps managers become committed first to themselves and to live their personal values at work, which is why people become leaders in the first place.

Collaboration vs. Consolidation

Jon Hernandez

Credit union leaders interested in pursuing collaboration need to have an open mind, to establish trust, and to focus on making collaboration happen rather than roadblocks.

Managing in Tough Times

Stan Slap

Author and strategy expert Stan Slap discusses how to maintain accountability, even in these tough times.

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