Roundtable Conference Update

GC’s Tom Glatt recently returned from serving as conference MC and session presenter at CU Conference’s 29th Annual National Directors Roundtable Conference. Tom’s session covered the implementation of Policy Governance (also known as the Carver Model). The slides from Tom’s session are included below.

Glatt Consulting is often called upon to help organizations learn about, develop, and adopt the Policy Governance model. The firm is also skilled at assisting boards of directors with other governance models and frameworks. Have questions about how GC might assist your organization address governance challenges? Call the office at (888) 217-5988 or send an email to

Implementing Policy Governance

GC’s Tom Glatt to Speak at 2019 Reaching Members Conference

Join fellow board of directors, board chairs, CEOs, supervisory committee members and others from credit unions across the country at CU Conferences’ 2019 Reaching Your Members in the 21st Century conference. GC’s Tom Glatt will serve as conference MC and will also deliver sessions covering next generation volunteer recruitment, and products for next generation members. The conference runs from November 8-11, 2018 and will be held at Paris Las Vegas.

Details and registration available at:

Tom’s Session Descriptions

Reaching and Recruiting the Next Generation of New Volunteers
Credit unions are cooperative institutions with a long history of volunteer governance. A critical concern amongst credit union leaders, however, is how to reach and recruit the next generation of committed, qualified volunteers. In this important session, Tom Glatt will explore the changes that must be made to common credit union governance practices to make credit union volunteer service attractive to new leaders. Tom will then explain how best to reach and develop these leaders for effective service to credit unions. If your credit union is at all worried about the future strength of your volunteer base, then this session is for you. 

Products for the Next Generation
The news is awash with articles proclaiming that the next generation of Americans cares nothing for car or home ownership. If this is true, what products must credit unions offer in order to attract the attention of new, younger members—especially if core auto and home loans are of no interest? In this session, Tom will explore the true wants and needs of the next generation of credit union members and dive into the products and services necessary to both service member needs and generate the income necessary for organizational survival.

Tom Glatt to Speak at Reaching Members Conference

Glatt Consulting founder and strategy consultant Tom Glatt, Jr. will speak on the subject of credit union products at CU Conferences’ Reaching Your Members in the 21st Century conference. The event will be held November 12 – 15, 2015 at the Sheraton Austin at the Capitol in Austin, Texas. Continue reading “Tom Glatt to Speak at Reaching Members Conference”

GC’s Tom Glatt To Deliver Jwaala Client Conference Keynote


JwaalaGlatt Consulting founder and strategy consultant Tom Glatt, Jr. will deliver the keynote address at the 2015 Jwaala Client Conference. Tom’s message will focus on technology innovation and investment for credit unions. The conference will be held April 6-8 in Austin, TX.   Continue reading “GC’s Tom Glatt To Deliver Jwaala Client Conference Keynote”