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Apr 29, 2021

How does the lender recognize that a business is (or should be) in leadership succession mode? How long before the owner plans to exit should they start this process? What are the steps? How has the pandemic recession upended their plans?



Book: Who Comes Next? Leadership Succession Planning Made...

Apr 15, 2021

Risk appetite is a responsibility of both the Board of Directors and of Management. How exactly does it get decided, defined and communicated? How do Directors and Management insure they are in sync? And how do they decide it is time to intelligently adjust the 'diet'?



Book: A Credit Union Guide to...

Apr 1, 2021

In this episode, we are going to learn what our most successful business clients are (or should be) considering now to solidify their successful transition — or to recover — from the challenges of the pandemic recession. We'll provide you the Key Strategy Questions that will unlock the insights to 'getting it right'...