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©2005 EverythingCU.com and DeniseTHE ADVANTAGESOF BEING SMALLMorriss Partee
SUCCESSSTARTS FROMWITHIN
DON’T BE AFRAID TO DOTHINGS DIFFERENTLY
Mt. Lehman Credit Union1,668 Members$44m assets
1 branch12 employees
2 Coders on Staff
FIVE ADVANTAGESSMALL CUSENJOY
1- INNOVATERAPIDLY
GeneBlishenManager,Mt. LehmanCredit UnionBritish Columbia
GeneBlishenManager,Mt. LehmanCredit Uniong.blishen@mtlehman.com
2- ABILITY TOTURN ON A DIME
2A- ELIMINATE WHAT DOESN’TWORK OR ISN’T VALUABLE
EverythingCU.com example:pre-designed print campaignsvs.cutting-edge online products
LIST 3 THINGS YOUR CU ISBETTER OFF NOT DOING OROFFERING(hint: your members won’t care or notice ifyou stop offering it)
3- DON’T HAVE TO BE ALLTHINGS TO ALL PEOPLE
WHITEFISH CU ASSOCIATIONMONTANA
AVERAGE LOAN BALANCE:$88,529
NO. OF CHECKING ACCOUNTS:ZERO
4- CAN DEVELOP RELATIONSHIPSWITH LARGE CUS
Referral Program
5- ABILITY TO HAVE CLOSERELATIONSHIPS WITH MEMBERS
WHAT HAVE YOU LEARNED VIAYOUR RELATIONSHIPS WITHYOUR MEMBERS?
WHAT MAKES YOUR CUUNIQUE?
LIST YOURTOP 3UNIQUEATTRIBUTESOR VALUES
FIND YOUR PASSION ANDBUILD ON ITTHINK INDEPENDENTLYEVOLVE AND DEVELOP
LIVE THE SEVENCOOPERATIVE PRINCIPLES
YOU ARE THE CONSCIENCE OFTHE CREDIT UNION MOVEMENT
WHAT WILL YOU DO?
Morriss ParteeChief Experience OfficerEverythingCU.commorriss@everythingcu.com413·535·0621http://blog.everythingcu.comFrie...
The Advantages of being small - NJ Credit Union League
The Advantages of being small - NJ Credit Union League
The Advantages of being small - NJ Credit Union League
The Advantages of being small - NJ Credit Union League
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The Advantages of being small - NJ Credit Union League

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The Advantages of being small - NJ Credit Union League - June 2013 - keynote talk for the Small CU Conference

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The Advantages of being small - NJ Credit Union League

  1. 1. ©2005 EverythingCU.com and DeniseTHE ADVANTAGESOF BEING SMALLMorriss Partee
  2. 2. SUCCESSSTARTS FROMWITHIN
  3. 3. DON’T BE AFRAID TO DOTHINGS DIFFERENTLY
  4. 4. Mt. Lehman Credit Union1,668 Members$44m assets
  5. 5. 1 branch12 employees
  6. 6. 2 Coders on Staff
  7. 7. FIVE ADVANTAGESSMALL CUSENJOY
  8. 8. 1- INNOVATERAPIDLY
  9. 9. GeneBlishenManager,Mt. LehmanCredit UnionBritish Columbia
  10. 10. GeneBlishenManager,Mt. LehmanCredit Uniong.blishen@mtlehman.com
  11. 11. 2- ABILITY TOTURN ON A DIME
  12. 12. 2A- ELIMINATE WHAT DOESN’TWORK OR ISN’T VALUABLE
  13. 13. EverythingCU.com example:pre-designed print campaignsvs.cutting-edge online products
  14. 14. LIST 3 THINGS YOUR CU ISBETTER OFF NOT DOING OROFFERING(hint: your members won’t care or notice ifyou stop offering it)
  15. 15. 3- DON’T HAVE TO BE ALLTHINGS TO ALL PEOPLE
  16. 16. WHITEFISH CU ASSOCIATIONMONTANA
  17. 17. AVERAGE LOAN BALANCE:$88,529
  18. 18. NO. OF CHECKING ACCOUNTS:ZERO
  19. 19. 4- CAN DEVELOP RELATIONSHIPSWITH LARGE CUS
  20. 20. Referral Program
  21. 21. 5- ABILITY TO HAVE CLOSERELATIONSHIPS WITH MEMBERS
  22. 22. WHAT HAVE YOU LEARNED VIAYOUR RELATIONSHIPS WITHYOUR MEMBERS?
  23. 23. WHAT MAKES YOUR CUUNIQUE?
  24. 24. LIST YOURTOP 3UNIQUEATTRIBUTESOR VALUES
  25. 25. FIND YOUR PASSION ANDBUILD ON ITTHINK INDEPENDENTLYEVOLVE AND DEVELOP
  26. 26. LIVE THE SEVENCOOPERATIVE PRINCIPLES
  27. 27. YOU ARE THE CONSCIENCE OFTHE CREDIT UNION MOVEMENT
  28. 28. WHAT WILL YOU DO?
  29. 29. Morriss ParteeChief Experience OfficerEverythingCU.commorriss@everythingcu.com413·535·0621http://blog.everythingcu.comFriend me on EverythingCU, Facebook, Twitter, LinkedInToday’s slides are on Slideshare.net

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