By Dianne Molvig with Lisa Hochgraf

William “Willy” Kelsey, CSE, CCE, is a muscle car enthusiast.

By Kelly Schmit

Good credit union governance goes far beyond the board of directors to encompass several other parties, including CEOs, committees, task forces, credit union members and regulators.

In my work with over 300 boards, I’ve found four moves that can give a chairperson immediate relief in navigating their busy board agendas, managing discussion, and freeing up time for more focused dialog.

By Karen Hodgkiss

Jim Devine is founder, chairman, and CEO of Hipereon, Inc., and a specialist in commercial lending and credit administration. In January 2013, he discussed The Business Lending End Game in a post for CUES Skybox. With the start of a new year, this may be a good time to review Jim’s advice in the form of self-assessment to see how well your Member Business Lending (MBL) program is doing.

By Jenn Barton

Let’s say you are the primary person responsible for conducting the board of directors’ election for your credit union. It’s likely you take an administrative approach to the job, thinking about timing and calendars, methods of collecting ballots and disseminating information. Odds are you’ve put a process in place that is very similar to prior years, in the spirit of “that’s the way we’ve always done it,”—also known as “if it ain’t broke, don’t fix it.”

By Shari Storm, CCE

As I prepare to leave Verity Credit Union, I’ve spent considerable time thinking back on the lessons I’ve learned and the people who have taught me.

Early in my career, as part of our Verity University, I did a 360 evaluation. Co-workers below me on the organization chart, equal to me and above me all completed anonymous surveys. I just found the survey while going through my old files. 

By Rick Uhlmann

Bob Trunzo took the reins of CUNA Mutual Group yesterday, as planned.

Emphasis on as planned.

Departing CEO Jeff Post and our board of directors had mapped out plans for this transition in leadership well in advance as part of part of our long-term strategy. The timing of this change in CEO was carefully planned to ensure a smooth transition that would support CUNA Mutual Group’s positive momentum.  

Karl and Bob were good friends when they attended college. After they graduated, life happened and they slowly lost contact. When they reconnected at their 20-year reunion, they were working for similarly sized companies. They had also graduated with nearly identical GPAs and had the same work ethic. However, for some reason, Karl was two levels higher in his organization than Bob.

By Kelly Schmit

We are all aware that the Baby Boomers are nearing retirement age, but are we paying attention to the related staffing ramifications and how competition will increase when they do? You may have a successor picked for the top execs at your credit union, but outsiders will court your star folks, and the war for top talent will be fully underway.

By Nathan Rogers