by OTMS Staff | Jul 31, 2026 | Leadership, Training
Financial organizations are good at training people to do the job. Compliance, systems, products, procedures: most of it gets covered. What doesn’t get covered, at least not consistently, is how to lead. The result is a management layer full of people who are...
by OTMS Staff | Jul 29, 2026 | Marketing
One of our team members owns a house where the previous owner tried to do everything himself. And the results were…well, let’s just say problematic. Bad plumbing routed dangerously close to live electrical wires. A shower that leaked water behind the wall,...
by OTMS Staff | Jul 27, 2026 | Leadership, Training
People are like cars. Every person has blind spots, and those blind spots cause problems if not properly monitored. Plus, those blind spots don’t magically vanish when you become a leader. There’s no mythical switch flipped when you get a promotion. Your blind spots...
by Napkin Marketing | Jul 24, 2026 | Training
Credit unions have always had a built-in advantage over banks: the people who walk through the door are members, not just customers. They have a stake in the organization. They chose it for a reason. But membership alone doesn’t create loyalty. The experience...
by OTMS Staff | Jul 22, 2026 | Strategy
Your credit union strategic planning session is probably broken, and you don’t even know it. You show up each year. You go through the same exercises. You review the same data you already know. You receive binders full of information when what you actually need...
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