Recently I stood in front of 70+ credit union CEOs to present tools that may help them and their team analyze data in new ways. We took a look at new tools for credit union board members and credit union executives to review data points about their credit unions in comparison to other data points from any device that has a connection to the internet. We took a look at how credit union executives can use the concept of dashboard style tools within CU*BASE to review where members are spending their money and how much their staff has refunded in fees to their members.
Speaking to a group of CEOs is different than speaking to a group of credit union employees. Interacting with credit union employees is where I have spent the majority of my career at CU*Answers. Whether it be from a client support role or from a project development role, it has most of the time been an interaction with a credit union employee. Therefore, there has always been a mindset of education. I am always thinking of how I can educate and enable the employee to be able to use the tools in the future. CEOs are more interested in the cliff notes. What is the summarized perspective of what my employees can do? And this is an art form. An art form that I must perfect.
How do you speak with CEOs?