Articles & White Papers
As a writer, Dan has been producing articles, columns and opinion pieces for industry periodicals including
- CU Journal (formerly CU News)
- CU Management (CUES)
- CU Times
- Newsletters of various nonprofit organizations and their associations
- LinkedIn groups on nonprofit and credit union topics (follow Dan on LinkedIn)
He wrote two books on CU Governance. The later is available on this site in audio and eBook. He also maintains a model Governance Policies manual for CUs, and maintains a board governance blog.
We hope the items below will be useful to you:
Articles average 1,000 words, white papers average 2,000 words and include an offer to a product or service related to the topic. Click the title to download the PDF
Articles
Do Not Consent Unless Consent is Meant Consent agendas contain things the board should not act upon.
Future From the Past, The Those who ignore history …
In the Future No CUs Is all the glue of the credit union movement dried up?
Never The Twine Tie up the board agenda packet tightly.
Offer Coaching A middle ground of members, lots of them, need more.
Simple Rules of Order in Order An argument to leave your copy of Robert’s Rules in a drawer at board meetings.
10 Rules for Credit Union Agenda Packets Receive it focused to have better meetings.
10 Rules for Nonprofit Meeting Agenda Packets Receive it focused to have better meetings.
Time To Update CU Laws The 1930s was another era.
White Papers
Why & How to Write Narrative Financial Reports Improve understanding of financial trends; explain
what happened adding insight the numbers can’t say on their own.
For a variety of short treatments, check out Dan’s blog.
