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Guide
Tuesday, November 10, 2026
FMSI
The 2027 Branch Staffing Playbook
Across 111 FMSI client institutions, 94% of lobby visits are walk-ins and demand peaks in March, July and August. The 2027 Branch Staffing Playbook shows you how to staff for that, with a two-page worksheet to build your plan before budget season.
White Paper
Tuesday, October 20, 2026
The Bielan Group
Why Fractional Leadership’s Time Has Come in the Financial Institution Wealth Space
The rise of fractional leadership is reshaping how organizations access executive talent. Tenures are shortening, costs are rising, and firms increasingly need specialized expertise without the burden of full-time executive compensation.
White Paper
Monday, September 21, 2026
KarenGilhooly.com
The New Credit Union Growth Engine
As digital banking makes transactions faster and more interchangeable, the real opportunity for credit unions may lie somewhere technology alone can't compete: helping members make better decisions.
White Paper
Monday, September 14, 2026
KarenGilhooly.com
Why AI Change Management Fails at the Leadership Level
Credit unions are investing in AI, automation, and new technologies designed to improve efficiency and better serve members. But when promising initiatives stall after the pilot stage, the problem isn't always employee resistance or the technology itself.
Guide
Thursday, September 10, 2026
Wildsparq
Unlock a Thriving Credit Union Culture with the Wildsparq Culture Checklist
Discover the six essential steps to build a workplace culture that your members and employees will truly feel — not just read on a wall.
Guide
Thursday, September 10, 2026
Wildsparq
Unlock Leadership Excellence to Drive Credit Union Success
Discover How Effective Leadership Development Transforms Business Outcomes — A Case Study Every Credit Union Executive Needs
Guide
Thursday, September 10, 2026
Wildsparq
Build Confident, Effective Leaders at Your Credit Union — A Proven 3-Step System
Discover How Hayden Homes Transformed First-Time Leaders Into Team-Building Champions Using a Continuous Leadership Development Cycle
White Paper
Monday, September 7, 2026
KarenGilhooly.com
Complimentary Whitepaper The AI Talent Gap Hiding Inside Your Own Credit Union
As credit unions prepare their workforces for an AI-powered future, much of the conversation has focused on acquiring new technology, developing new skills, and recruiting new talent.
Case Study
Monday, August 17, 2026
FMSI
How Triangle Credit Union Built A Predictable Branch Experience
Five years of data, one clear result: Triangle Credit Union turned unpredictable lobby traffic into a scheduled, staffable operation, growing appointments 334% and shifting 86% of lobby visits from walk-in to planned. See how they did it.
Guide
Monday, June 8, 2026
FMSI
Top 10 Strategic Issues for Financial Institutions
How Banks and Credit Unions Can Improve Operational Performance, Customer Experience, and Long Term Growth
White Paper
Monday, September 15, 2025
Franklin Madison
"My Financial Institution Sells Insurance--Really?" Why Is This News to Consumers?
Most consumers trust their bank or credit union with their money—but ask them if their institution offers insurance products, and you’ll likely get a blank look. Let’s unpack why this disconnect exists—and how to fix it.
Case Study
Friday, August 8, 2025
FI Strategies