We make it easy to execute strategy.

Check out our ready-to-implement digital solutions that will build value for your staff and members. Reach out if you prefer to brainstorm with an advisor.

STRATEGY

  • $299

Elevate your Business Plan

This is a high-level program for Board or Executives looking to take their strategic plans to the next level.

  • $250

MSA: Disaster Recovery

Credit unions can differentiate themselves during times of crisis by helping members cope. 

  • $250

MSA: Diversity Equity and Inclusion

 Diversity is everyone’s responsibility at your credit union. It’s time to #STANDUP for Diversity. 

  • $250

MSA: Employee Resource Groups

Promote belonging while celebrating uniqueness, allow people from diverse backgrounds to feel their voice is heard, and foster collaboration that can lead to breakthrough thinking.

  • $250

MSA: Member Engagement

This course and whitepaper will help you engage members and by activating Maslow's Hierarchy of Needs at your credit union using vulnerable collaboration.

  • $499

Robbery Prevention & Security

While robberies and active shooter situations can be unpredictable, your credit union’s response doesn’t have to be.

WHAT OUR CLIENTS SAY

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"Thank you so much for your help with the planning meeting. I am very happy with the goals we set and the participation of the staff and board. It is very helpful the way you help us condense and set the goals.  I appreciate all your insight."

Terry L Garrison, Saginaw County Employees

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"The plenary session to launch the Town Hall has been described as the best we have ever had across so many years of member engagement and this is testament to thorough advance preparation, camaraderie with the audience and thought-provoking content. A sincere thank you to everyone at the Strategic Advisory."

 Robert Kelly, Association of British Credit Unions

VIRTUAL CONSULTING

Our client-centric approach helps you overcome strategic challenges. See our complete listing of webinars, videos and eSchools.

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