The journey to a premium financial brand delivering world-class financial wellness and category-leading experiences is far from simple. It’s a story marked by courage, continuous innovation, and risk-taking to transform an organization, its culture, and market reputation - that’s worth learning from.
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I’ve led strategic planning sessions with senior leaders at some of the nation’s leading credit unions over the last 30 years, and what I’ve learned in the last two months is that this year is profoundly different for planning. People need to be ready to adapt on so many levels.
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