With three decades of working the credit union industry, and a passion for business and strategy,
I take credit unions Outside the Vault.
Lets roll up our sleeves and talk about your credit union's needs considering budget, time commitment and board involvement. In working together we outline a custom approach to make the most of your planning resources.
Planning can be as complex as you make it. My approach is to keep it simply by identifying the issues quickly to leave more time for group discussion and talk about solutions and opportunities.