Webinar: You Get What You Plan For... Formulating Strategy That Will Bring Results

Update: This webinar has been rescheduled to Nov. 8. It was previously scheduled to take place Oct. 12.

Hosted by: Accounting & Finance Council

Date: Wednesday, November 8, 2017
Time: 2:00 p.m. - 3:00 p.m. CST


You’ve probably heard the old saying that those who ‘fail to plan’ are ‘planning to fail’.  While it would be a rare organization that does NO planning, too often we fall into one of two ‘camps’: planning for the near term, essentially being ‘reactive’ to current conditions; OR writing a strategic plan and then putting the plan on the shelf and never enacting its provisions.

During this webinar, we’ll take a look at a THIRD and better camp – the proactive, mid-to-long range strategic planning ‘camp’.

Strategic planning requires a deep and strong commitment from the credit union’s leadership and it seeks ownership at EVERY level of the organization.  So WHY do it?  Here are some of the most important reasons that we’ll discuss during this webinar:

  • To clarify the Credit Union’s Mission, Core Values, and Vision,
  • To address external uncertainties and changes that may affect the future of the Credit Union,
  • To develop the Credit Union’s Strengths, Challenges, Opportunities, and Threats,
  • To reaffirm that the Credit Union is headed where it wants to go or should be going,
  • To assess, reassess, and adjust programs and services,
  • To build teamwork, communication, and expertise among Board and staff, and most importantly
  • To measure organizational effectiveness by incorporating evaluation and measurements into the ongoing process.

As the world of Credit Unions continues to become more and more complex with never-ending regulatory changes, interest rate risk, cybersecurity threats, mobile banking and payments, and the continued decline in non-interest income the importance of strategic planning has never been stronger.


Accounting & Finance Council Members: FREE
Non-Accounting & Finance Council Members:
(includes 2017 Accounting & Finance Council membership)

Presenter - Karen Houston-Johnson, VP Strategic Planning, OnBalance/Credit Union Resources, Inc.

Karen Houston-JohnsonKaren has worked in the Credit Union Industry for 35+ years and was with EECU in Fort Worth for 22 years.  She formed her own consulting company in 1996 serving CUs throughout the U.S. and abroad and joined Credit Union Resources in 2003 as Regional VP. She graduated from Southwest CUNA School in 1987 as an Honor Student, served on the SCMS faculty for five years, and was honored as an SCMS Alumnus of the Year in 1996.

Effective January 1, 2006, Karen was appointed Vice President of OnBalance, a department of Credit Union Resources (a wholly owned subsidiary of the Cornerstone Credit Union League) that specializes in strategic planning, training and consulting for Credit Unions and the Credit Union Industry.

Her expertise includes Management, Operations, Human Resources, Corporate Strategic Planning, Leadership Development and Professional Coaching, Teamwork and Training.

For questions about this webinar or the council program, please contact Cristina Martinez at cmartinez@cornerstoneleague.coop or 800-442-5762 ext. 6403.