The Bank and Credit Union Strategic Planning Gift Box
Go over key bank and credit union strategic planning components, such as trend reviews, vision-setting and focused initiatives.
Read MoreStop wasting time on conversations that don’t support the overall strategic discussion. Our facilitators help you get on the same page faster so you can unite around your common goal.
If you try to do everything, you end up accomplishing nothing… and creating staff burnout. We make sure you focus your target and walk away with three to five clear strategic goals.
A strategic plan that sits on a shelf is just a stack of paper. Our team shows you how to break your vision into measurable action steps so the real work gets done.
Cindy Beauregard
CEO, Heart of Louisiana Federal Credit Union
$144 million assets
Karen Harbin
CEO, Commonwealth Credit Union
$1.9 billion assets
Stephanie Rupert
CEO, Collins Community Credit Union
$1.4 billion assets