Insights for today’s leaders and those preparing to step into leadership tomorrow.
As I prepare to close this incredible 18-year chapter with CUES, I can’t help but reflect on the journey—the challenges that stretched me, the people who shaped me, and the moments that revealed what leadership truly means. Over time, I’ve discovered that leadership is less about titles or positions and more about clarity, connections, and purpose. Looking back, a handful of lessons rise above the rest—truths I’ll carry with me and hope they will inspire the next generation of leaders.
Clarity is a Form of Kindness
One of the hardest—and most valuable—lessons I’ve learned is that clear is kind. Early in my career, I thought I was sparing people discomfort by avoiding difficult conversations or softening expectations. In reality, that created confusion and left people uncertain about where they stood. Over time, I realized that clarity provides direction, trust, and the chance to grow. As leaders, we owe it to our teams to be direct, compassionate, and transparent. Nothing about performance or expectations should ever come as a surprise.
Leadership is Not a Solo Climb
When I started out, leadership often looked like a top-down exercise—one person at the summit, directing the way. Over the years, I’ve seen that shift. True leadership is not about standing above but walking alongside. It’s about pulling up more chairs to the table, extending the circle, and making space for diverse voices and ideas. Collaboration is no longer optional. Some of the best solutions I’ve ever been part of didn’t come from the top; they came from teams, colleagues, and members who brought different perspectives and insights.
The Power of Planning Ahead
One of the moments I’m most proud of at CUES was how we navigated the uncertainty of the COVID-19 pandemic. Long before shutdowns began, we anticipated change and prepared scenarios. That foresight allowed us to adapt quickly and serve our members when they needed us most. It reminded me of a simple truth: leaders don’t wait for crises to define them. They plan, they gather resources, and they lead with calm resolve.
Balance Isn’t Optional
Leadership can easily consume every ounce of time and energy you have. But I’ve learned—sometimes the hard way—that balance is not negotiable. Your career will span decades; your family’s milestones happen once. Never miss the ball games or the dance recitals; take the family vacations, turn off the cell phone/laptop. Don’t miss the moments that matter most. If you do—and I know this from experience—it will be a lingering regret later. Leadership is not just about what you achieve in your career; it’s about the legacy you leave in all aspects of your life.
Leading with Purpose
At its core, leadership is about purpose. For me, that has always meant putting members first—listening to them, understanding their needs, and shaping our work to serve them better. When you stay close to your mission, you stay grounded, even in times of change. And in the credit union system, we are fortunate to be united by a mission that is bigger than any one of us: people helping people.
The Journey of Continuous Learning
Across four CEOs and countless organizational changes, one truth has stayed with me: you are never too old to learn. Every leader I’ve worked with has brought something different to the table—unique styles, strengths, and approaches. Each gave me new perspectives to carry forward. Leadership is a journey of continuous growth, humility, and openness.
Taking the Next Step
To those beginning their leadership journey: find your helpers. Seek out mentors, allies, and guides who will invest in you and challenge you to be your best. Leadership can be lonely, but it doesn’t have to be. Surround yourself with those who will walk the path with you.
As I look back on the last 18 years, I’m filled with gratitude—for the challenges that shaped me, the colleagues who supported me, and the members who inspired me every day. Suffice to say: Leadership, I’ve learned, isn’t about having all the answers. In fact, it isn’t even about having most of the answers. It’s about creating clarity, finding balance, and lifting others so they can thrive alongside you. And at the end of the day, never lose sight of why you lead in the first place.
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