Recent Work

Recent Work

Selected Articles

“The Pricing Spectrum”: Thinking about offerings creatively, rather than as commodities, can serve credit unions well. Credit Union Management, March 2016.

“Lending Outlook 2016”: Economy, competition, and profitability are top issues worth watching. Credit Union Management, January 2016.

“Eenie, Meenie, Miney, Mo”: A better path for business decisions combines intuition with diverse ideas and objective data. Credit Union Management, February 2015, pp. 10–13. (Complete version of this and other articles available on request)

“Financial Institutions Gravitate to CafeGive for Cause Marketing Campaigns”: Banks and credit unions are blending cause marketing with social media. The Financial Brand, January 8, 2015.

“How to Speak Video”: On TV or online, this marketing medium shows and tells the credit union difference. Credit Union Management, October 2014, pp. 42–48.

“Unbanking with a New ‘Craft’ Brand”: Seeking to capitalize on a merger and widen their market, executives for the two Kentucky banks set out to create a distinctive new name and brand identity that would capture the essence of their organizations’ rural roots but play well in small cities and suburbs as well. The Financial Brand, August 25, 2014.

Selected White Papers

“Harnessing the Power of Data Analytics for HR and Organizational Development,” CUNA HR & Organizational Development Council, September 2017.

“IT’s Seat at the Table: Advocating for Technology as a Strategic Force,” CUNA Technology Council, August 2017.

“CFO Leadership: Inspiring Strategic Thinking,” CUNA CFO Council, June 2017.

“The Best and the Brightest: Talent Retention in a Competitive Job Market,” CUNA HR & Organizational Development Council, December 2016.

“Recipes for a Sales Culture: How Credit Unions Blend Sales and Service,” CUNA Operations, Sales, & Service Council, July 2013.

“Lending to the Newly Credit-Challenged: A Second Chance for First-Time Defaulters,” CUNA Lending Council, July 2011.

Online Content and Courses

The CEO Corner, website content.

CUNA CUAdvance Courses (developed content and online activities/knowledge checks) include:

“Guiding Members Through Economic Challenges,” 6 modules: National, Local, and Personal Economies; Budgeting Basics; The Savings Habit; Understanding Consumer Credit; Helping Members with Severe Financial Problems; Member Service More Than Ever. Course description:

“Money and Negotiable Instruments,” 6 modules: Currency Facts and Features; Handling and Organizing Cash; Checks and Share Drafts; Detecting Bad Checks and Drafts; The Clearing Process; Additional Negotiable Instruments. Course description:

“Your Role in Growing Membership,” 6 modules: The Importance of Growing Membership; The Role of Branch Employees in Growing Membership; The Role of Call Center Employees in Growing Membership; Membership Growth Is Everyone’s Job: A Role for Every Department; Leading for Membership Growth: The Role of the Executive Team; Membership Growth Strategies for the Future. Course description:

Book Editing

Doing What Matters: How Leaders Help Individuals and Organizations Thrive, by John Janclaes, 2016. Temecula, CA: The CEO Corner.

Teaching Students to Drive Their Brains: Metacognitive Strategies, Activities, and Lesson Ideas, by Donna Wilson & Marcus Conyers, 2016. Alexandria, VA: ASCD.

Positively Smarter: Science and Strategies to Increase Happiness, Achievement, and Well-Being, by Marcus Conyers & Donna Wilson, 2015. West Sussex, UK: Wiley Blackwell.

Five Big Ideas for Effective Teaching: Connecting Mind, Brain, and Education Research to Classroom Practice, by Donna Wilson & Marcus Conyers, 2013. New York: Teachers College Press.

Flourishing in the First Five Years: Connecting Implications from Mind, Brain, and Education Research to the Development of Young Children, by Donna Wilson & Marcus Conyers, 2013. Lanham, MD: Rowman & Littlefield Education.

Recent Copy Editing Projects

Cooking with Business Intelligence: Recipes for a Successful Business Intelligence Practice, by Ben Fox, 2017 (Amazon).  

Entrepreneurship and Small Business Management (2nd ed.), by Steve Marioti & Caroline Glackin, 2015 (Pearson).

On the Streets of Bayfield, Wisconsin: The Evolution of a Town, by Mary E. Carlson, 2015 (Little Creek Press).

Marketing Research (7th ed.), by Alvin Burns & Ronald Bush, 2013 (Prentice Hall).

Midwest Majesty: Silos of Wisconsin, by Jack Tackman, 2012 (Little Creek Press).