Author Archives: cu succeed llc

About cu succeed llc

C U succeed, llc provides strategic advisory and management consulting services to assist mid-sized financial institutions succeed in today’s most challenging business climate. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - It is the conception of its founder, Jeff Meyer, who left a highly successful career as CEO of 3Rivers Federal Credit Union (Fort Wayne, IN) to establish the firm. For over two decades Jeff was a principal leader and chief instigator in establishing 3Rivers reputation as one of the most progressive and well respected financial institutions in the Midwest. During his tenure the credit union grew over 600% to $740 million in assets in 2012. 3Rivers consistently remained a safe, sound and highly profitable institution during all of this time, yet of most importance to Jeff was the culture he was able to create among both the membership and the team members (employees). It was as a result of Jeff’s strategic vision and relentless focus on achieving results that such accomplishments were achieved. By consistently questioning and challenging the status quo he was able to develop an environment where individual development was expected, change was embraced and profitable growth was a requirement. Through being able to identify & gather members’ needs and meeting them with simple, yet effective solutions the organization was able to create unique, positive member experiences. Now you can put Jeff’s extensive experience, understanding of the industry and unique perspective to work for you.

A Culture of Aspirations, not Expectations

In a high-performing organization isn’t it all right to expect great results? The flaw in this thinking is that it doesn’t adequately acknowledge the efforts of the people required to obtain the extraordinary outcomes Continue reading

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Omni Channel Experience: Is The Possible Practical? Or Vice Versa…

While for many organizations and their customers a greater level of integration would be a quantum leap in being able to provide quality member service at what point do we reach a point of diminishing returns? Continue reading

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Your Business Model: Time to Tune Up or Trade In?

The more relevant question today is how quickly that future will be adopted and what steps you need to take in order to ensure your relevance going forward.
Defining value as a combination of price, service and convenience where is your advantage and how do you communicate that? Continue reading

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Are You Paying Attention?

As a credit union CEO one of the most critical roles I was responsible for was in planning for the future. To do this I proactively immersed myself in relevant publications, associations and conversations however this could lead to unnecessary … Continue reading

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Bridging the Great Divide requires Calculated Risk Taking

Each quarter as NCUA releases its guidance on the state of the credit union industry we continue to see the gap widen between the thriving and the dying. The “thriving” are those growing, profitable credit unions who consistently achieve desirable … Continue reading

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Transformers: The High-Performing Credit Union

I typically work with mid-sized credit unions – which I loosely define as having $50-$500 million in assets. My focus is there as I believe these institutions are at a critical juncture in their existence. Over the last several years … Continue reading

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Put ‘em Up. Are you fighting to keep millennials?

  A millennial who graduated this decade with a journalism degree from a Big10 university provided the following insight for me. I believe it accurately conveys the mindset of his peers. While many credit unions are struggling to attract this … Continue reading

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