Industry trends are often painted in broad strokes, but your credit union’s circumstances can be extremely specific. Being aware of trends often isn’t enough for optimal strategic planning—you need to understand the context of developments both in and out of the financial services industry to determine how they relate to your organization.
There are many resources available to help keep you informed on emerging trends, among the most comprehensive of which is CUNA Environmental Scan (E-Scan). Updated annually, the 2019-2020 CUNA E-Scan includes insights and analysis from thought leaders both within the credit union industry and beyond.
Studying these trends yourself is important, but to help you maximize your takeaway, additional perspective is always helpful.
CUNA Strategic Planning Roundtable brings credit union leaders together to discuss major challenges and opportunities affecting our industry. In addition to swapping insights with other professionals who share your concerns, you’ll also connect with speaker and facilitator Jeff Rendel, president of Rising Above Enterprises and former Congressional lobbyist for financial institutions.
Successful strategic planning isn’t easy, and no plan is ever perfect. But with guidance from reliable resources, dedicated peers and industry insiders, you can be sure your credit union’s strategic plan incorporates relevant industry trends while staying true to your organization’s unique goals and identity.
To learn more about CUNA Strategic Planning Roundtable, August 17-18, 2019 in Boston, visit cuna.org/spr.