Our new report explores how credit unions can move from being merely relevant to truly compelling by shifting from product to purpose, policy to possibility, and control to empowerment.

The name itself sounds safe, even gentle. “Retreat” promises time to think, to step back, to breathe. Yet in an operating environment that feels anything but gentle, it is fair to ask whether that word still serves the moment. The economy does not pause for reflection, and neither do competitors who now move with the precision of code and the speed of a click. Maybe it is time the word caught up.

Credit unions can use this strategic tool to imagine a range of plausible futures and explore how they might respond.

If credit unions are going to be a relevant player in the lending marketplace they will need to take calculated risks while mitigating risk

Strategic planning is more than just part of our name, and more than a buzzword—it's a crucial practice for any organization aiming for...