post archives

June 12, 2013

How credit union leaders can keep their eyes on what really matters

I’ve been there, I understand. In the busyness, in the change, in the hard work, it’s pretty easy for leaders in this industry to get caught up in the whirlwind. We find ourselves asking, “Is the change, the work, the urgency really worth it?”

During my time at Starbucks I had a wonderful mentor named Howard Behar. During a particularly intense time of corporate growth...

June 3, 2013

Pointers for grounding innovation efforts in your organization

When I joined First West two years ago, I knew right away I was signing up for something innovative in and of itself. First West’s stay local, work big, achieve more model means that it has three unique retail brands nested within a non-consumer-facing parent brand. Not unusual in the business world, but certainly unique in the more staid and traditional credit union system.

May 28, 2013

It seems everyone and their dog is innovating these days. But do the claims lack teeth—and does it matter in financial services?

When one thinks innovation, traditional industries like financial services aren’t the first to come to mind. That’s often reserved for technology-based business or manufacturing. But as of late, the marketplace is seeing more and more claims of innovation—and from all corners, major financial players and credit unions...

April 24, 2013

The courageous leadership behind Enderby & District Financial’s decision to start something new

Mergers of any magnitude are never a snap. The decision to merge doesn’t come lightly for anyone involved. And, mergers can be particularly difficult and emotional if one side feels like they’re on an uneven playing field—whether those feelings are real or imagined.

Enderby & District Financial’s Ted Morrision knows firsthand...

April 2, 2013

In case you missed it, here’s another opportunity to grab your copy of First West’s 86 ideas for attracting new members.

A proud production of our employees, this e-book is chockablock full of insightful ways your credit union can start using to drive membership growth today.

Download now, grab a cup of...

March 25, 2013

3 tips for making things fresh for employees on the Lean journey

There’s something innately enticing about starting something new. Consider the current infatuation with start-ups. Why are they so captivating, able to draw top talent into their leadership line-ups?  It usually isn’t financial reward (at least not immediately), a corner office downtown, or a guaranteed retirement income. Start-ups offer something that’s far more fulfilling: the...