KB Meyer Consulting

Strategy & Planning for Credit Unions

Karen Meyer, Strategy Consultant

With three decades of working the credit union industry, and a passion for business and strategy, 

I take credit unions Outside the Vault.  

Planning that works for your CU

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.  

Simplifying the Planning Process

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.