Cues Podcast

CUES 130: Mergers Have ‘Roots and Wings’—an Interview With Jeff Shewfelt, CCD, and Bill Kiss, CCD

Informações:

Synopsis

When G&F Financial and Aldergrove Credit Union merged, they started with a cultural assessment to see if the combination was a right fit. And they followed up with “roots and wings” sessions designed to honor the history of both credit unions and to create alignment around their joint future.“We did some reads to see exactly where individual employees were at, what were their values, what was important to them, and try to align what they liked about their previous organizations and what they hoped for the new organization,” explains CUES member Bill Kiss, CCD, co-CEO of G&F Financial, a $5 billion credit union in Burnaby, British Columbia, and a guest on the show. “So that was a fascinating exercise to go through. And after the merger, we went into ‘roots and wings’ sessions. So those were, from the root side, you’re honoring your past. You’re recognizing the great things where you’ve come from, and all of the accomplishments of the organization. And then the wing side is the future about where you ca