Strategic Planning Resources
Strategic Planning Facilitation Consulting
Use our Strategic Planning Facilitation Consulting services to help develop your credit union’s strategic plan. By focusing on key success factors, your credit union will be able to produce a better 3-year business plan. Our industry expertise and market intelligence can leverage your future success and ensure the health, vitality and future growth of your credit union.
Peer Analysis and Benchmarking Strategies
Peer Analysis and Benchmarking Strategies allows you to determine credit union trends and how your credit union ranks within your peer group. This service will analyze your key financial ratios, balance sheet and income statement trends so you can proficiently compare your credit union to your competition, and create best practice strategies to improve performance, growth and profitability. Our process can help you improve your results for the membership, examiners, board and staff.
Audit Report Resolution
In today’s busy environment there never seems to be enough time. Allow our team to help you with your audit resolution process. We are experienced in helping resolve and complete auditor recommendations and findings from NCUA, State and Supervisory committee audits. We can assist with writing your Audit Response Report and finalizing your audit process so you can get back to managing your credit union.
Enterprise Risk Management
Keeping your credit union financially healthy requires a risk management program that not only evaluates your current performance, but projects your financial performance and risk in the future as well. Our Enterprise Risk Management program evaluates your interest rate, credit, liquidity, operational and legal risks. Risk factors and indicators will be analyzed to produce a final risk assessment report.
Project Outsourcing and Problem Resolution
Have a project that you can’t complete or a problem that you don’t have time to resolve? Allow our seasoned consultants to help make your life easier. Our team has credit union management experience and can help you get back on track and clear that list of “someday” projects. We have extensive lending, branch operations, training, accounting, IT, marketing and credit union operations expertise at your disposal.
