Consulting firm 6th Story has booked space in Austin, Texas, hoping to draw cooperatively-minded credit unions to a group strategy session.
Strategic plans are designed to affect all areas of the credit union and they require cooperation between departments.
During the information technology budgeting process, experts say expensive mistakes include cutting corners on security, splurging on ineffective new tech tools and not aligning future technology investments with existing strategy.
Building a better IT budget is a bit like designing a better mousetrap.
Amy Rapp said her group now has 16 workshops and plans to add more presenters and more curriculum.
The Environmental Scan is a 12-chapter strategic planning tool intended for boards and senior managers
Sandwiched between the Gotham of the Lone Star State–Dallas and Fort Worth–stands the $753 million Texas Trust Credit Union, which recently launched an aggressive growth plan in one of the nation’s largest and most competitive marketplaces dominated by big banks.
Late summer is a time of transition. Families are wrapping up vacations. Kids are getting ready to go back to school and college. Football practice squads are putting on their gear and hitting the gridiron.
Merging credit unions requires a strategic plan carefully followed to help ensure success.