Results
“There’s a good reason why we continue to invite you to facilitate our largest meetings and conferences – you understand every aspect and gradation of credit union operations and strategy; and, your ability to communicate the most practical matters to a wide assortment of professionals and directors sets you apart.”
– Credit Union National Association
“The business of banking can be institutional and a bit hesitant to change, agility, and ongoing innovation. Not after our time in outstanding engagement with you. In an industry that’s now volatile, we are better prepared for intentional disruption to our own business model”
– Los Angeles Police Federal Credit Union
“Always ‘leading at the speed of members’ stands out as the foremost message our executives and directors needed to receive as we deliberated our strategic options in designing a new business model. Our focus on the future is constant and our delivery on strategy is immediate.”
– Coca-Cola Credit Union
“The long-term nature of strategy regularly requires that major objectives span several years. Helping us ‘focus and finish’ was significant in that, amidst many good ideas for our credit union, the greatest ideas require completion first. Thanks for assisting us as we deliver operational value for our members through strategic focus on our Executive Team.”
– Genisys Credit Union
“To sell to the C-Level, one has to think at the C-Level. Your hands-on experience, problem-solving reasoning, and innate understanding continues to give our sales leaders the tools they need to help our clients grow, profit, and create significant experiences.”
– State National Companies
“For a Board to get stronger, it must have the resolution and confidence to assess its members, dynamics, and relationship with the CEO. Your design, risingadmistration, evaluation, and facilitation of the process was just what our Board considered necessary for its strategic growth. The full Board is eager to act on its new goals and looking forward to a deeper assessment with your expanded analysis.”
– Pennsylvania State Employees Credit Union
“We knew a full assessment of our Board was the next and necessary step in our evolution in governance. We also recognized we were apprehensive about the process and potential unknown factors of what we needed to accomplish to get better. Your systematic quantitative, quantitative, fact-finding, diagnostic, and open process eased our concerns. The final product is precisely what we needed to govern at the speed of members.”
– Telhio Credit Union
“Deciding areas of strategic focus requires trade-offs. Quite simply, it’s impossible to do and be all. What’s so valuable about your services are the illustrations you share from your experience throughout the industry. Understanding how others have succeeded, and how some have fallen short, further refines the decisions you help us reach to be precisely what our members need.”
– Clearview Federal Credit Union
“Keeping a strategic meeting’s focus on what must be done, not how it is done, is key to achieving the highest outcomes from all participants. Your talent in keeping us focused on our next phase of growth helped us accomplish more than expected and ensured that the roles of all parties were best utilized.”
– 1st United Services Credit Union
“‘Because it’s always been that way’ can provide various strategic limitations, especially when highest and best use of capital scenarios suggest change. The skillful way you showed how opportunity cost analysis, in exchange for historical contentment, can lead to substantial strategic strides forward was the highlight of many highpoints in our time with you.”
– Crane Credit Union
“For a planning session to be exceptionally effective, thorough, and active participation from all is necessary. Your adeptness in pursuing input and eliciting information from all directors and executives made the meeting amazingly successful and valuable.”
– Montana Credit Union
“As markets, expectations, and business models change; so, must Board leadership. Our Board knew it needed to better reflect our members to best represent them. Steering that shift is where you helped us most. You showed us the most useful ways to move forward as a Board and to be a meaningful voice for our members and the changes they bring to our credit union.”
– Santa Clara County Federal Credit Union
“The opportunity that plainly lies in our backyard was evident as you guided us through an essential decision and subsequent set of strategic objectives. Your impartial assessment, linked with industry expertise, was exceptionally beneficial in helping us maximize our capacity and make the highest and best use of capital.”
– Aurora Federal Credit Union
“We explore numerous ways to invest in credit unions and their business partners; so many, that prioritizing is essential. Your leadership with our Board and executive team delivers the type of knowledge, awareness, and advice that we respect as we make significant decisions for continual relevance.”
– CU Solutions Group
“The application of data to reinforce strategic choices is a tool that provides empirical support to new direction. While discussing the potential for big, bold moves, it’s also helpful to understand the realities of probability, required resources, and trade-offs. Your thorough analysis, presentation, and dialogue leadership supported, and provided the necessary confidence, to ensure buy-in from all parties and readiness for execution from our leadership team.”
– Spectra Credit Union
“Financial services providers find themselves in a new state of disruption and volatility. We needed expert analysis on the right business model moving forward. Your insights, data-driven approach, and eye for opportunity helped us look at our future as an investor would examine a new market for capital investment.”
– Financial Center Credit Union
“Bringing two thriving credit unions together through merger is no small task. Your commitment to serve as catalyst among two credit unions, executive teams, boards, legal teams, sets of vendors, and regulators involved the kind of long-term dedication and partnership that is of utmost value. These opportunities come around once in a lifetime, and we are grateful for your guidance through such a multi-faceted undertaking.”
– Alpena Alcona Area Credit Union
“With so many options to deliberate, your ability to help us focus on revenue, strategic fit, and capacity to execute helped us discover strategic value, in order to focus on enterprise value.”
– Evergreen Credit Union
“We knew you were recognized for helping deliver operating and strategic results that lead the industry, but record-setting? What we feared would be an overwhelming challenge turned out to be the most successful member vote, merger, and conversion in our history – with 50 percent of budgeted time to spare! You indisputably are a most invaluable partner to all credit unions.”
– American Share Insurance
“Focused, strategic, and engaged. That sums up how important it was to have you lead our strategic discussions. Tactics and paths often change, but objectives remain steady. Our directors appreciate your ability to show that review, reflection, and refinement help keep us on track for strategic success. It’s easy to get lost in the details. Thanks for keeping us thinking, and deciding, for the long term.”
– Heartland Credit Union
“When forming long-term strategic choices, it’s often more important to say ‘no’ to most options than to say ‘yes’ to the right options. Your understanding of our intentions for our members, and your knowledge of the strategic horizon for credit unions, helped us create a set of objectives that is a picture-perfect fit for our members.”
– Smart Financial Credit Union
“There is still a place for a family-owned, rurally niched, community bank. Families, small businesses, and community organizations still need – and prefer – local financial institutions. When you know Main Street, you can better serve Main Street, and remain competitive in an industry with lots of options. Thanks for taking the lead in helping us see a path, plan, and begin the work for another 100 years of local banking.”
– First National Bank of Hartford
“Your profound understanding of financials, ratios, and trends provided the rationale to support our need for choosing the best partner for continued service to our members. But of greatest value was your ability to listen to our needs and concerns without preference or an immediate solution. The highest level of business is an act of friendship, and we appreciate that quality in you.”
– Federal Employees of Chippewa County Credit Union
“Mergers are so much more than bringing businesses and balance sheets together. Mergers can be a shifting puzzler of operating strategies, leadership styles, visions for the future, and challenging decisions. We so appreciate your leadership working with all parties, internally and externally, to keep us moving forward, always seeking to achieve the ultimate end goal.”
– Buckeye State Credit Union