Hello and welcome to our October edition of The Juicy Stuff: An Interview Series with Our Board Members. Each month throughout 2019, I've been interviewing one of our board members and publishing it to our blog, right here. The interview is a mix of strategic questions as well as surprise questions to keep things entertaining.
This month, I interviewed our recently-elected Chairman Ms. Tessa Bonfante, CEO of $346M Denver Community CU in downtown Denver, CO.
Whoa! Where did the year go? It's almost November, and that means it's time for us to send out our annual client satisfaction survey. Many of you know the drill by now - for those of you who are clients, you will be seeing the 2019 survey in your inbox in the next two weeks. We say it every year, but it continues to hold true: This survey is one of the most (if not the most) important item we receive all year. As a CUSO, it is downright vital that we understand how we are meeting the needs of our clients and the industry.
Has strategic planning been on your mind lately? Maybe you've already begun your planning process (lucky!) We wanted to share this in-depth, complimentary resource from our strategic planning partner, Kathy Darwin. As the only credit union-centric planner in the country, Darwin knows a thing or two about making your planning process as smooth and successful as possible. Combine her knowledge with Malcolm Badridge Judge and long-time CU facilitator John Molenda - who is also featured in the paper - and you have quite the strategic planning resource. Together, Darwin and Molenda have facilitated and moderated nearly 100 credit union strategic planning sessions!
We are excited to introduce you to our newest team member: CFO and Head of Outsourced Accounting Services, Diane Parham. After a long hunt for the perfect leader of our ever-expanding accounting department, we selected Diane, who was willing to relocate to Denver from Katy, TX. She has extensive financial experience in the credit union industry, cares deeply about the movement, and we are confident our outsourced accounting clients will find her expertise impeccable. Let's learn more about her:
