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

1. ©2005 EverythingCU.com and Denise
THE ADVANTAGES
OF BEING SMALL
Morriss Partee

2. SUCCESS
STARTS FROM
WITHIN

3. DON’T BE AFRAID TO DO
THINGS DIFFERENTLY

4. Mt. Lehman Credit Union
1,668 Members
$44m assets

5. 1 branch
12 employees

8. 2 Coders on Staff

9. FIVE ADVANTAGES
SMALL CUS
ENJOY

10. 1- INNOVATE
RAPIDLY

11. Gene
Blishen
Manager,
Mt. Lehman
Credit Union
British Columbia

12. Gene
Blishen
Manager,
Mt. Lehman
Credit Union
g.blishen
@mtlehman.com

14. 2- ABILITY TO
TURN ON A DIME

15. 2A- ELIMINATE WHAT DOESN’T
WORK OR ISN’T VALUABLE

16. EverythingCU.com example:
pre-designed print campaigns
vs.
cutting-edge online products

18. LIST 3 THINGS YOUR CU IS
BETTER OFF NOT DOING OR
OFFERING
(hint: your members won’t care or notice if
you stop offering it)

19. 3- DON’T HAVE TO BE ALL
THINGS TO ALL PEOPLE

20. WHITEFISH CU ASSOCIATION
MONTANA

21. AVERAGE LOAN BALANCE:
$88,529

22. NO. OF CHECKING ACCOUNTS:
ZERO

23. 4- CAN DEVELOP RELATIONSHIPS
WITH LARGE CUS

24. Referral Program

25. 5- ABILITY TO HAVE CLOSE
RELATIONSHIPS WITH MEMBERS

26. WHAT HAVE YOU LEARNED VIA
YOUR RELATIONSHIPS WITH
YOUR MEMBERS?

27. WHAT MAKES YOUR CU
UNIQUE?

28. LIST YOUR
TOP 3
UNIQUE
ATTRIBUTES
OR VALUES

29. FIND YOUR PASSION AND
BUILD ON IT
THINK INDEPENDENTLY
EVOLVE AND DEVELOP

30. LIVE THE SEVEN
COOPERATIVE PRINCIPLES

31. YOU ARE THE CONSCIENCE OF
THE CREDIT UNION MOVEMENT

32. WHAT WILL YOU DO?

33. Morriss Partee
Chief Experience Officer
EverythingCU.com
morriss@everythingcu.com
413·535·0621
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