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Aug 27, 2024 | 
cumanagement.com | David Adams |Liz Santos |Amber Estes
4 minutes Learn how to differentiate between leaders and managers to help position your team for success. When most people think of leadership, they likely define it as the ability of an individual or a group of people to influence and guide followers or members of an organization, society or team. To me, leadership takes on a different meaning: it is the ability to get work done successfully through people with minimal rancor and maximum engagement.
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Aug 21, 2024 | 
cuinsight.com | Liz Santos
Structuring an executive retention program using Split Dollar plans provides unique financial advantages for both the credit union and the executives. One decision point in the plan design process is whether to pre-fund the life insurance policy premium used to create the Split Dollar arrangement. A credit union has a number of options to pre-fund the life insurance premium in a Split Dollar arrangement.
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Jul 12, 2024 | 
cuinsight.com | Liz Santos
Whether you view Goldilocks (of fairy tale fame) as a juvenile delinquent guilty of breaking and entering, or a precocious bon vivant, there’s something to be said for getting it “just right.” When it comes to executive pay, is it possible to get it just right? Yes, and no. The process of getting it just right begins with understanding where you are today. Assessing executive pay starts with benchmarking total compensation against the market and peer group.
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Jul 11, 2024 | 
cumanagement.com | Liz Santos |Art Chamberlain |David Israelson
5 minutes Discover how to benchmark executive pay for optimal retention and recruitment. Whether you view Goldilocks (of fairy tale fame) as a juvenile delinquent guilty of breaking and entering, or a precocious bon vivant, there’s something to be said for getting it “just right.” When it comes to executive pay, is it possible to get it just right? Yes, and no. The process of getting it just right begins with understanding where you are today.
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May 22, 2024 | 
cumanagement.com | Heather McKissick |Liz Santos |Bryn C. Conway |Ama Pcm
I recently received this message via LinkedIn: "I'm eager to create a life and career that I love, but I know that women sometimes face different hurdles in the professional world. What advice do you have for me?"A similar question lands in my inbox or voicemail time and time again, and it's one that resonates deeply with me. Just last week, I received no fewer than seven emails, calls and messages from young professional women seeking guidance on this very topic.
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May 15, 2024 | 
cumanagement.com | Liz Santos |Sean Martin |Stephanie Schwenn Sebring
What happens after implementing an executive benefits plan has a big impact on the success of your program. Once you’ve made the strategic decision and investment to make retention a priority with an executive benefits program, it’s important your benefits partner offers comprehensive support to effectively service your plan.
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Jan 8, 2024 | 
cuinsight.com | Tansley Stearns |Tim Klatt |La Macchia Group |Liz Santos
Having been raised by an English teacher, I come by my love of words naturally. However, I appreciate that for some, words are just that. I’ve been coached that, at times, my passionate and hyperbolic language can cause some to put their guard up when they hear me speak. I’ve been told that “flowery language” doesn’t matter. When I talk about “impossible dreams,” I’m often asked if I know that impossible means that it cannot happen. I appreciate the challenge and oppositional view.
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Jan 8, 2024 | 
cuinsight.com | Tim Klatt |La Macchia Group |Liz Santos |Bo McDonald
In the credit union world, it’s no secret that change is constant. With the abundance of information available, it can be challenging to gather strategies to better your credit union’s operations and network. We have compiled three of our most popular whitepapers that explore the most pressing topics credit unions face today.
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Jan 5, 2024 | 
cuinsight.com | Glen Sarvady |Liz Santos |Bo McDonald |Matt Johnson
Not since the Great Recession has financial services seen a year as eventful as 2023. Rather than focusing on the rearview mirror, let’s consider how several major developments will likely play out for credit unions over the coming year. It’s easy to overlook how rapidly artificial intelligence (AI) evolved in 2023. Although financial institutions were already engaged with AI initiatives via chatbots and predictive analytics, 13 months ago no one outside of tech circles had heard of ChatGPT.
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Jan 5, 2024 | 
cuinsight.com | David Baumann |Liz Santos |Bo McDonald |Matt Johnson
Financial services trade groups are warning Consumer Financial Protection Bureau Director Rohit Chopra that before the bureau issues its long-awaited proposed rules governing overdrafts and non-sufficient fees, the agency must conduct a detailed analysis of the plan’s impact on small businesses. That analysis must include the convening of a panel of small financial institutions that would be affected by the rule, the groups wrote in a letter to Chopra on Wednesday.
