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Evolving Strategy, Enduring Mission: Rethinking What It Means to Put People First

Evolving Strategy, Enduring Mission: Rethinking What It Means to Put People First

by Tony Ferris | Aug 5, 2025 | Boards, Economics, Enterprise Risk Management, Governance, Risk Appetite Assessment, Strategy

Originally published in CU Board Brief Credit unions are increasingly exploring broader, more aggressive strategies to compete, grow, and remain relevant, in today’s rapidly shifting financial landscape. Yet, with every innovative move, such as stadium naming rights,...
The Opportunity for Integrating Risk Appetite with Strategic Planning

The Opportunity for Integrating Risk Appetite with Strategic Planning

by Jeff Owen | Jul 28, 2025 | Enterprise Risk Management, Operational Risk Assessment, Risk Appetite Assessment, Risk Management, Strategy

Strategic planning lies at the heart of credit unions’ mission to serve members, foster financial well-being, and thrive in a competitive financial landscape. Yet, one often underappreciated factor in the success of credit unions’ strategic initiatives is...
The Swiss Army Knives of Credit Unions: The Crucial Role of Risk Professionals

The Swiss Army Knives of Credit Unions: The Crucial Role of Risk Professionals

by Brian Hague, CFA | Jul 23, 2025 | Enterprise Risk Management, Governance, Operational Risk Assessment, Risk Management, Strategy, Uncategorized

In the landscape of the financial services industry, credit unions serve as pillars of trust, stability and support for their members. Amidst the ever-evolving challenges and uncertainties credit unions face, risk professionals play a pivotal and critical role. While...
ERM as a Strategic Enabler: Building Confidence in Uncertainty

ERM as a Strategic Enabler: Building Confidence in Uncertainty

by Jeff Owen | Jul 14, 2025 | Enterprise Risk Management, Governance, Operational Risk Assessment, Risk Appetite Assessment, Risk Management, Strategy

We live in a world of constant change. As such, risk is not a distant threat; rather, it’s a daily reality. For credit union leaders, the challenge is not how to avoid risk, but how to face it with clarity, discipline, and purpose. That is where Enterprise Risk...
It’s Time for Another Risk Report… But Does Anyone Really Care?

It’s Time for Another Risk Report… But Does Anyone Really Care?

by Jeff Owen | Jun 2, 2025 | Enterprise Risk Management, Risk Appetite Assessment, Risk Management, Strategy, Uncategorized

In the credit union world, we talk a lot about risk. Whether it be tied to exams, audits, RCSAs, and even (hopefully) within strategic planning, the risk discussion gets thrown around a lot. We’ve built frameworks, facilitated risk committee meetings, ran risk...
No Clarity, No Problem

No Clarity, No Problem

by Peter Gillotte | May 12, 2025 | Enterprise Risk Management, Risk Management

How Risk Professionals Can Thrive in Turbulence The world is messy. Financial services are messier. And yet, risk professionals still seem to be searching for clarity, for neat lines, for sharp-edged definitions. They won’t find them. Not now. Maybe not ever again....
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