Strategic Governance Consulting
Merger Negotiations
We provide advice and guidance to protect your interests whether you are the merging or acquiring credit union. We can assist you in answering your questions and discussing any merger concerns with your merger partner.
CEO-Board Relations
We work with CEOs and Boards on developing Board policies, CEO performance appraisals, and executive compensation to provide clarity and transparency for all stakeholders.
Financial Growth Strategies
Together we’ll explore capital restoration plans, income enhancement strategies, field of membership expansion strategies to help your credit union grow.
Private CEO Consulting
Our one-on-one consulting with CEOs is designed to help with Board relations, team development and leadership development.
Board Governance Consulting
We understand that Board self-assessments and individualized consulting for Boards and Board officers enhance Board effectiveness and improve Board dynamics.
STRATEGic Marketing
We can help you with all levels of your strategic business needs. Together, starting with the “why”, we will work to build the strategic foundations to help you grow and achieve your goals.
Strategic Governance
For us, being and staying strategic is the key. We advise CEOs and/or Boards on governance, strategy, mergers, management agreements and executive compensation.
SPEAKING
We have experience in a broad range of topics. Our education sessions will help you understand the needs of your members and give you strategic insight and actionable takeaways to help you grow.