We are beyond excited to break ground on All In's Operations Center expansion! It's an honor to partner with All In Credit Union for this monumental design. Make sure you tag along on this journey as we bring this dreamy vision to life!
Our CXO Portia Powell and MCUL CEO Patty Corkery have some great advice for young professionals in this latest podcast episode 🎙️ Give it a listen!
On this week's episode of Credit Unions, Coffee & Conversation, Patty welcomes One Detroit Credit Union's Portia Powell to talk about her time as the chief experience officer so far, making a big impact through a small credit union and tons of advice for young professionals. https://lnkd.in/gsijxm5g
Small credit union consultant-I prepare strategic plans, perform comprehensive credit union performance evaluations, develop operating budgets and assist with on-boarding of new and 1st time CEOs.
Small credit unions, often providing reasonably priced financial services to unserved and underserved individuals and communities, are ceasing operations, notably by way of merging into larger credit unions which often results in a change in how these individuals and communities are served. In many cases the current business model for running small credit unions is broken and no longer allows small credit unions to operate in accordance with expectations. In my opinion this is caused by a lack of capacity on the part of small credit unions. Lack of capacity to do all that is required of credit unions at this point, lack of capacity to offer state of the art products and services, and the lack of capacity to attract and retain qualified mission-driven successors for retiring CEOS. By collaborating with CUSOs that can relieve small credit unions of back-office responsibilities and assist with offering advanced products and services and collaborating with mission-driven emerging leaders, small credit unions can overcome these challenges and continue forward fulfilling their mission of people helping people, especially those of modest means, in the very special ways they have over the years.
CEOs Asked to Help 'Shape' America's Credit Unions
Thrilled to be facilitating a CEO-focused session at this year's Cornerstone League Annual Impact Meeting! ️ Thursday, 3:00 PM The credit union landscape is evolving rapidly. Strong strategic leadership is key to navigating these challenges and emerging as a winner. Join me for a dynamic discussion where we'll explore often-overlooked strategic elements that can propel your credit union towards success. Don't miss this opportunity to gain fresh perspectives and actionable insights! Cornerstone League #ImpactMeeting #CreditUnionLeadership #strategicplanning #strategy #cornerstoneannualmeeting
Looking forward to connecting with credit union folks this week in our hometown of KC! If you're attending Cornerstone League's IMPACT 2024, let's connect. Rochdale's CEO, Anthony (Tony) Ferris, will also be leading a session, so swing by if you're in town!
During the day I help credit unions reward & retain their rock stars. At night I am a Pampered Chef Consultant and yoga enthusiast -- Bon Appetit & Namaste!
If you work in the credit union industry (or even if you don't!) and you haven't followed PARC Street Partners yet, can I ask a favor that you give us a follow? And, if you'd like to learn more about how SERPs can help you Plan, Attract, Retain and Compensate the retirment benefits of your key executives, let me know!
As we conclude this week, we at Adasina hope your #Juneteenth was celebratory, joyful, and restful. 🖤 The work of racial justice does not begin or end on Juneteenth. Rather, the day acts as a reminder to ask ourselves the question: How is our work or our organization’s work empowering Black communities year round? In that spirit, we are uplifting the work of one of our Social Justice Partners as a resource for our community: Reparations Finance Lab. They work to promote the private sector allocation reparative capital to the descendants of the Trans-Atlantic Slave Trade. We encourage you to support their work, and in the process learn more about and/or take action toward restorative justice with them:
Even in 2024, billions of people around the world still lack basic access to banking, savings, and credit facilities. Credit unions are uniquely positioned to bridge this financial inclusion gap—but many face challenges when it comes to growth, modernization, reaching underserved populations, and empowering diverse leadership. That's where we come in. By funding digitalization, crisis response, and leadership development, we help #BridgeTheGap for individuals and families worldwide. Learn more about what we do: https://bit.ly/3SlSjWl
Here's how one credit union leveraged the power of their people to drive member impact.
Founding Partner and President, Fairway Wealth Management LLC
Nice feature on Fairway Wealth Management LLC in InvestmentNews magazine. Really glad the author touched on our focus on reliable value. Controlling things like costs, taxes, investment strategy, follow-through and investment behavior prove valuable no matter the market environment and don't rely on being "right" about a particular outlook or prediction.
At Fairway, we believe our clients should be in the driver’s seat of their financial journey. We are proud of our approach to providing reliable value, allowing clients the freedom to make their own informed choices supported by our team’s skilled guidance. Our President Mark Weiskind, CFP, CPA/PFS (inactive) recently spoke with Josh Welsh at InvestmentNews on the key to Fairway’s success. “Sometimes the biggest impediment to success is people’s own behavior, and behavioral mistakes. Part of our value proposition is we’re always going to keep you from doing something you’ll regret or helping to make sure that that your behavior and emotional emotions don’t impact your decision making,” he said. Read more about our approach: https://lnkd.in/eJ6jZtXg #WealthManagement #RIA #Finance
The credit union system is the stitching of our social fabric, protecting and enabling consumers who’ve been left behind by the big banks. Filene’s research and programs have been pivotal in helping millions of people build a better world for themselves, and for their communities. Come learn about the many ways Filene can help your organization live its mission with more impact in our upcoming "Roadmap to Excellence" session. You can dive deeper into the many benefits Filene offers, including: 📊 Academic-Led Research: -- 80% of our members surveyed stated that our research is their most valued member benefit. 💡 Innovation to Drive Change -- Nearly 20 cutting-edge products have been tested with over 150 credit unions. 🤝 Communities of Leadership -- 25% of our i3 participants have been promoted while in the program. https://lnkd.in/gGMwM2kv #35YearsofFilene
Curious if the private markets will finally turn a corner in 2024? Join leaders from Juniper Square, Kirkland & Ellis, Andell Holdings, and QIC for a live discussion on: -The US Election season's impact on the private markets -Preparing for a potential market correction -Managing LP relationships in a turbulent economic environment Mark your calendars for January 25th @ 10:00 am PT / 1:00 pm ET Register here: https://bit.ly/3Sk9BD9 #privateequity #venturecapital #alternateinvestments
