CU Strategic Planning’s Post

Callahan & Associates and CU Strategic Planning Combine To Increase Credit Union Impact https://lnkd.in/gDw9FXUU #creditunions #CreditUnion #impact Callahan & Associates, Inc. CU Strategic Planning

Investing in Credit Systems = Investing in People We’re proud to share this important message from our founder, John Argiro, about the critical link between credit systems and the well-being of teams. At Argiro, we believe that by investing in systems that support employees, businesses can reduce burnout, improve engagement, and boost overall performance. Credit systems are more than just operational tools—they have a direct impact on staff engagement, often influencing up to 50% of people and 30% of a company’s cost base. This is why we’re committed to creating solutions that not only improve processes but also help build better workplaces. Watch the video to learn more about how Argiro is making a difference. #EmployeeEngagement #CreditSystems #CX #Fintech #Argiro

Let's elaborate a bit more on what a credit union can do to improve how they are enhancing member-centricity for their credit union https://ow.ly/vbub50ThIn1 #creditunions #creditunion #creditunionlife #fintech #leadership #strategy #efficiency #solutions #branding #marketing

CEO Marc S. Cooper argues that integrity, empathy, and decency are not only admirable traits but also a competitive edge for long-term success in the investment banking industry. Read more in his Forbes Finance Council article: https://lnkd.in/e_wdk78N #finance #investmentbanking #mergersandacquisitions #integrity #businessethics #leadership

🧩 M&A are high-stakes undertakings, with massive financial, operational and reputational risks for CEOs and their boards. In some cases, the future of an entire enterprise, not to mention the livelihoods of its employees, hangs in the balance. 👉🏻 Discover about the competitive edge for long-term success in the investment banking industry by Marc S. Cooper, Solomon Partners CEO, in his most recent Forbes Finance Council article “Beyond Gordon Gekko: The Business Case For Integrity” #m&a #megers #acquisitions #investmentbanking #businessethics #leadership #finance

A credit union wealth management program will not achieve success if it relys on a "if you build it they will come" strategy. Successful programs understand and cater their services to the specific needs of the credit union's membership. For example, does your credit union service one or more select employer groups (SEGs)? If so, it may make sense to train your advisors on the SEG's specific retirement and healthcare benefits. At Polaris Financial a success manager partners with your credit union to discuss the mission and vision of your wealth management program. Our goal is to deliver a wealth management offering that meets the unique needs of your membership. Interested? Visit us at www.cuwgroup.com #creditunions #banking #fintech #communitybanking #wealthmanagement

This week, our professional facilitator, Rebecca Oeltjenbruns Regnet co-facilitated a Business Development Strategy session at Credit Union 1. After achieving incredible results in 2024, this group is ready for 2025 by utilizing new specific strategies and prioritizing important projects. It's incredibly rewarding watching our clients achieve their goals and strive for more. #StrategicPlanning #CU1 #CenterforPracticalManagement

In conversation: Earl Hunt, Partner, Credit at Apollo Global Management - https://lnkd.in/gYEHZv5N Ahead of the Private Equity Wire US Leadership Summit, Earl Hunt, Partner, Credit at Apollo Global Management, talks to us about the broad opportunities in credit, including asset-backed finance, the resilience of private credit amid recent market volatility and the evolving role of non-sponsored lending.

Will I be able to expand? Can I buy equipment? Is it the right time? Should I apply for a loan? DO YOU HAVE QUESTIONS? WE HAVE ANSWERS! We offer expert financial advice and guidance to help you make informed decisions regarding best management of your business, profitably, expansions, and other strategic initiatives. You are not alone on your Journey to Profit & Productivity. We offer a 30 minute complimentary consultation for new clients. Book an appointment today! For more information, visit www.soledadtanner.com #financialplanning #businessfinance #financialliteracy #financialadvisor #businessgoals #financialsucess #financecoach #wealth #profit #productivity #businessowner #financialmanagement #cfoondemand #businessconsulting #financialhabits #financialstrategies #financialresiliency #growcapacity

📝 Reflecting on Success Stories: Lessons Learned from Our Clients 📝 Every business journey is unique, and every challenge is an opportunity for growth. Over the years, we’ve seen our clients overcome incredible odds with the right strategy and support. One recent client, facing overwhelming debt, managed to turn things around with a tailored recovery plan. Today, they’re not only debt-free but are also expanding their operations. What lessons have you learned from your business journey? Share your experiences below! Ready to create your own success story? Get Started with https://lnkd.in/gvZbqqui #ClientStories #BusinessGrowth #Thryvv #Leadership #Resilience #moretonbay #smallbusinessrestructuring #liquidation #corporaterecovery