On this episode, host Kris Kovacs sits down with Kevin Martin, EVP at SchoolsFirst Federal Credit Union, to uncover what it really takes to drive sustainable growth at scale.
SchoolsFirst adds the equivalent of a large credit union’s membership every year—while staying laser-focused on a single field of membership. How? By treating strategy not as a once-a-year event, but as a disciplined, year-round process.
🎯 You’ll learn:
- Why they say no to expansion—and yes to member-first execution
- How they evaluate 122+ internal projects annually
- The role of AI in operations and fraud prevention
- The “Test & Learn” approach to emerging tech (featuring Posh!)
- What your board really needs to be focused on this planning season
📌 Plus: Kevin shares his SMART Strategy Model—refined through over a decade of real-world transformation.
Listen now: 👇
