John Lass and Alan Peppers will discuss why scenario planning is an essential tool for credit union CEOs and senior leaders as we manage through a period of unprecedented economic turmoil. Regardless of whether the recovery from the current downturn is V-shaped, U-shaped or L-shaped, we all need to have contingency plans in place to ensure our institutions not only survive the storm but raise the bar in terms of member service and support.
John and Alan will share lessons and best practices learned during the Great Recession and will provide practical tips about how to most effectively implement scenario planning in your credit union today.
Meet the Speakers
John Lass is the President of Lass Advisory Services LLC (LAS), a strategy consulting firm assisting rapidly scaling organizations to develop powerful, differentiated strategies to achieve sustainable, profitable growth. Prior to forming LAS in 2014, John served for ten years as SVP of Strategy and Business Development for CUNA Mutual Group (CMG), a leading provider of financial services to credit unions and their members worldwide. CMG has $4 billion in annual revenue and $20 billion in assets. John serves as strategic advisor to financial institutions across the U.S. John is a featured speaker at national and regional conferences sponsored by NASCUS, CUDL, ACUC, multiple Credit Union Leagues, and many more. He also advises leading Fintech firms in Silicon Valley and nationally. Previously, John led the strategy division of Hagberg Consulting Group, now a part of Accenture.
C. Alan Peppers is the founder of CAP Advisory Services which is focused on serving organizations that are interested in achieving long term success. In addition, CAP Advisory Services focuses on providing solutions for CEO succession planning, organizational development, strategic planning, mergers, and enhancing board effectiveness. Alan retired from Westerra Credit Union in 2015 as Emeritus President/CEO after having served as President/CEO for 22 years. Since joining Westerra in 1992, Alan focused on delivering exceptional consumer financial products and superior service to the membership. As a result, the organization grew from $165 million in assets to$1.3 billion. Prior to leading Westerra, Alan served as President/CEO of the Denver Municipal Federal Credit Union. During his career, Alan has served on a multitude of international, national, state, and local Boards and Committees.