Third Quarter 2017:
Strategic Top 10’s

Bill Goedken, MBA CPA CMA CGMA Best Practices, Strategic Planning 0 Comments

Over the last 35 years, our staff has attended thousands of community financial institution Board Meetings, ALCO meetings, Compliance, Audit, and Supervisory Meetings, and reviewed the accompanying materials (agendas, minutes, background material.) We have personally moderated and/or attended over 600 Strategic Planning sessions for our clients. Our staff has spoken and attended at hundreds of conferences over the years including …

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First Quarter 2017:
Strategic Top 10’s

Bill Goedken, MBA CPA CMA CGMA Best Practices, Strategic Planning 0 Comments

Over the last 35 years, our staff has attended thousands of community financial institution Board Meetings, ALCO meetings, Compliance, Audit, and Supervisory Meetings, and reviewed the accompanying materials (agendas, minutes, background material.) We have personally moderated and/or attended over 600 Strategic Planning sessions for our clients. Our staff has spoken and attended at hundreds of conferences over the years including …

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Fourth Quarter 2016:
Strategic Top 10’s

Bill Goedken, MBA CPA CMA CGMA Best Practices, Strategic Planning 0 Comments

Over the last 35 years, our staff has attended thousands of community financial institution Board Meetings, ALCO meetings, Compliance, Audit, and Supervisory Meetings, and reviewed the accompanying materials (agendas, minutes, background material.) We have personally moderated and/or attended over 600 Strategic Planning sessions for our clients. Our staff has spoken and attended at hundreds of conferences over the years including …

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The Rapid Change of Delivery Channels:
Why Omni Channel Optimization is Key

Bill Goedken, MBA CPA CMA CGMA Best Practices, idea5 Discoveries, Strategic Planning 0 Comments

Consumers are fickle. Consumers constantly change their minds. Consumers want it now, fast, and for free. OK, what else is new? If you just built a nice new branch and now are wondering why your credit union’s members are not beating down the doors to “experience” your new facility we have news for you – the electronic experience has taken over.

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Third Quarter 2016:
Board/ALCO Background Review

Andy Neid Best Practices, idea5 Discoveries, Strategic Planning 0 Comments

If you at all have been listening to the presidential debates, you might have heard: “America doesn’t win anymore. We keep doing bad deals with the rest of the world. It is time to make America great again.” Well, no matter which side you agree with, the vast majority of Americans see the upcoming presidential election as the single greatest threat to the country’s well-being, according to a new report published by Bankrate. About 6 in 10 Democrats and 7 in 10 Republicans said “the outcome of the presidential election” would be the “biggest threat to the U.S. economy over the next six months” out of more than 1,000 respondents surveyed in Bankrate’s latest poll.

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Third Quarter 2016:
Strategic Top 10’s

Andy Neid Best Practices 0 Comments

Over the last 35 years, our staff has attended thousands of community financial institution Board Meetings, ALCO meetings, Compliance, Audit, and Supervisory Meetings, and reviewed the accompanying materials (agendas, minutes, background material.) We have personally moderated and/or attended over 600 Strategic Planning sessions for our clients. Our staff has spoken and attended at hundreds of conferences over the years including …

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Second Quarter 2016 Strategic Top 10’s

Bill Goedken, MBA CPA CMA CGMA Best Practices 0 Comments

Over the last 35 years, our staff has attended thousands of community financial institution Board Meetings, ALCO meetings, Compliance, Audit, and Supervisory Meetings, and reviewed the accompanying materials (agendas, minutes, background material.) We have personally moderated and/or attended over 600 Strategic Planning sessions for our clients. Our staff has spoken and attended at hundreds of conferences over the years including …

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Just Released!
The 2017 – 2020 Strategic Planning Kit for Financial Institutions

Martin Webster, EMBA Best Practices, idea5 Discoveries, Strategic Planning 0 Comments

The 2017 – 2020 Strategic Planning Kit for Financial Institutions is READY. “We’ve spent the last 30 years providing strategic planning services for banks and credit unions, and have developed many best practices. Now, we’ve put our knowledge into a Strategic Planning Kit to help you lead an actionable planning process for your organization.” Bill Goedken, CEO, idea5 | Stratezy

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Bank And Credit Union Board Diversity Should Include Tech Acceptance

Martin Webster, EMBA Best Practices 0 Comments

Many financial institutions are rethinking the makeup of their Board and the possible pathways available to bring different backgrounds, talents, and experience to their institution. Usually, these discussions evolve around getting Board Members who are younger, of a different ethnicity, gender, or profession. Along with these, I believe that efforts to create a more diverse Board should also include seeking …

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3 Easy Steps For Data Adoption For Banks And Credit Unions

Martin Webster, EMBA Best Practices 0 Comments

Google has a tool that allows you to export all of the information it has about you: websites visited, YouTube videos watched, photos, emails, profile information, and much more. I thought I’d try it to see how much information they have about me. When I clicked “Create Archive” to export my data, a message came back that said, “An archive is …

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Best Practice of the Quarter: “Show Me the Money” Loan Promotion

Bill Goedken, MBA CPA CMA CGMA Best Practices 0 Comments

Last year, idea5 performed several website studies. One study in particular focused on the effectiveness of bank and credit union websites across the country. Our sample included several hundred financial institutions in many different locations and asset ranges. We reported the results in our June 2014 through August 2014 newsletters. Highly ranked at number 5 in our study was Dupaco …

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Best Practice Observation of the Month: Cybersecurity – the New Reality

Martin Webster, EMBA Best Practices, idea5 Discoveries 0 Comments

We have all seen the news about data breaches at Home Depot, Neiman Marcus, Target, even Sony. Banks and credit unions are also being targeted, with institutions like Citibank, Bank of New York, and JP Morgan reporting major security breaches. The after effect of these breaches are now hitting main street financial institutions. As an example, credit unions in Ohio …

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