Credit Unions

Strategic Planning and Development

The key to success in any organization is good planning and the execution of that plan.  Strategic planning is an organizational management activity that is used to:

  • Set priorities
  • Focus energy and resources
  • Strengthen operations
  • Ensure that employees and volunteers are working toward common goals
  • Establish agreement around intended results
  • Assess and adjust in response to a changing environment

As I have worked with credit unions in strategic planning, they have taken on different forms and different commitments of time and other resources.  I will work with you to the extent you desire.  My involvement can run form full facilitation to handling a portion of the program or speaking on specific topics.  You can expect the following from me:

  • Customized sessions to meet your needs and expectations
  • Creation of a practical long-term vision
  • Development of a strategic short-term direction
  • Follow-up/tracking sessions if requested
  • Business/Strategic Plan development and/or review

Regulatory Consulting

From time to time, you may face regulatory challenges that require outside assistance; or you may need to request regulatory approval for a project you are involved in.  I have worked with many credit unions to help them resolve their challenges or gain the necessary approval.  I can help with the following:

  • Charter conversions
  • Field-of-membership changes
  • Regulatory waivers
  • Assistance with examination response and follow-up
  • Net worth restoration plans


In the last several years, mergers have become an important part of the credit union landscape.  I have worked with credit unions acquiring and being acquired and understand what is important in these transactions, both from a business and regulatory perspective.  I have completed due diligence procedures and developed the package for regulatory approval.  I have worked with like size credit unions combining, larger acquiring smaller, and even smaller acquiring larger.  I can help.

Budgets/Financial Plans

If you need assistance in developing your budget or other financial plan, I can help.  I have been working on financial projections and plans for several years, dating back to when I used a calculator and pencil.  I can also help in ongoing monitoring of actual performance compared to expectations.

Executive Search/Human Resources

Do you need help in hiring key individuals for your organization?  I have worked with many in finding key executives and other members of management.  My involvement can be as much as necessary.

  • Draft and place ad
  • Collect and analyze resumes
  • Pre-screen candidates
  • Lead/participate in interview process

Policies and Procedures

Do you need a second set of eyes to review your policies and/or procedures?  Or do you need help developing new ones?  I have worked with many credit unions in developing policies to meet their needs and regulatory requirements.

Accounting Assistance

Do you find your organization in need of accounting assistance at any level?  Perhaps a key individual has left your organization, an illness has impacted your ability to get things done, or new programs require some development to account for them properly.  My experience working with many different types and sizes of credit unions gives me the expertise to assist with these challenges.  I can assist with the following:

  • Reconciliations
  • Setup of accounting procedures
  • Setup of accounting controls
  • Review of accounting records for accuracy
  • Training of staff to handle daily responsibilities
  • Anything else you may need

Outsourced and/or Interim CFO Services

Does the growing complexity of your organization indicate that you need the skills and expertise of a Chief Financial Officer (CFO)?  Have you ever considered outsourcing these duties and responsibilities?  This can be done on an interim basis or for as long as you require it.  I have worked with credit unions form the very small to the very large and can provide unique guidance in this area.  You can depend on me to provide the financial insights you need to make informed decisions and meet the challenges you face.