Robert Lockett

Background

About Robert Lockett

Bob Lockett is the Chief Strategy Officer and SVP of Diversified Services at Workers Credit Union, a $2.5B Federal Credit Union located in central Massachusetts, improving lives and communities with the Workers WayTM life-cycle approach to financial wellness. Having leveraged successful and rewarding careers in banking, private industry and as an entrepreneur, Mr. Lockett applies progressive strategic thinking, experienced operational leadership, and proven financial performance to lead Workers through the disruptions negatively impacting the credit union industry and into a scalable, sustainable future.Recognized as a leading proponent of broadening the credit union mission to embrace financial wellness as both a competitive differentiator and a profitable business model, he participates widely in industry groups focused on financial health, such as the National Credit Union Foundation, Members Development Corporation, the Financial Health Network, and Callahan Sustainability Initiative. He contributed to the groundbreaking report How Credit Unions Can Become Financial Health Providers, a guide to credit union sustainability.He is a practitioner of the Strategic Governance Model for Boards, helping Boards of Directors learn new concepts regarding governance, developing clear boundries and guardrails for operations, and becoming high-performance advocates for their organization. He is also a leader in the Cardwell Performance Framework, developing alignment and commitment at all levels by collaboratively building a deep understanding and commitment to organizational strategy and culture through continuous planning and meaningful, ongoing involvement.Lockett obtained a degree in Philosophy and Comparative Religion from Harvard University, has a Master of Finance, and was certified a futurist by the Institute for the Future in Palo Alto. He has certifications from Harvard Business School on Disruptive Innovation by Clay Christensen and Sustainable Business Strategy by Rebecca Henderson, is a graduate of the Cardwell 306 Leadership group, and is a member of the CU 2.0 Credit Union FinTech Masterminds.“Alignment, commitment, communication, execution, accountability. This is how strategy informs culture, and culture reinforces strategy.”Professional Roles• Chief Strategy Officer • CUSO President • Chief Financial Officer• SVP Commercial / MBL Lending • Owner - Firehouse Charcoal • Corporate Lender / Investment Banker