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Strategic Planning

The billion-dollar question… where do you see yourself in 3, 5 and 10 years? Strategic risk is real as your members’ and communities’ needs change within a context of significant evolution in our financial environment.  Ensuring a sustainable future for your credit union is critical.

What we offer:

  • Facilitated strategic planning sessions with your Board tailored to the unique qualities of your credit union and the members and communities you serve;
  • Review of existing strategic plans to provide insights and advice;
  • Explore merger discussions with your Board to help you find the right partner or initiate conversations with other credit unions to see how you both can benefit from being stronger together.

Not sure where to start?

Step 1: Reach out. We’ll help you figure out Step 2, 3 and 4.

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