Have Bank or Credit Union Strategic Planning Like a Frienemy
On The Mark Strategies tells you how to have a bank or credit union strategic planning session with frienemy rules like 10% comments and caging the HIPPO.
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Like a good sports team, everyone in your financial organization has a critical role to play—including your board of directors. Help your board understand their role so you can maximize their expertise.
Having the right resources makes all of us better at our jobs. Your board of directors is no different. Equip them with the knowledge they’ll need to push your financial organization forward.
Board succession is an ongoing challenge for financial organizations. By creating a “career path” for your board—with clear definitions of what they will get and give during their tenure—you’ll be more likely to get qualified candidates coming to the table.
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RC Diaz
Board Member, Credit Union of Texas
$1.9 billion assets
