By Stacy Augustine, President, CU Strategic Planning In a world where economic indicators shift weekly, credit union leaders must ask: Are we prepared for multiple possible futures—or are we just hoping for the best? That’s where scenario planning comes in. Scenario planning is more than forecasting; it’s a discipline of preparedness. It’s a strategic tool credit unions […]
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Coastal Credit Union has named Michelle Shelton as Chief Operations Officer. In her new role, Shelton will oversee Coastal’s retail branch network, member contact centers, and wealth management division. She will develop and implement strategic plans to deepen member relationships, increase product adoption, and steward member financial well-being. Her teams will collaborate across business units to drive sales, ensure
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Our blueprint for inspiring and transformative strategic planning sessions “It’s their plan, not our plan.” That’s what comes out of credit unions’ strategic planning sessions when they work with CU Strategic Planning, according to Sr. Director of Strategic Planning Services Jessica LaRocca. Strategic planning should be used to help credit unions make sense of their future. It should provide
Empowering Futures: How Strategic Planning Turns Credit Union Visions Into Realities Read More »
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