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Empowering Credit Unions to Thrive
Partner with me, a credit union consultant who understands credit unions challenges and is dedicated to your success.
Ready to check items off your To Do List?
I help credit unions bring their goals to life through strategic planning, project management, and operational support - driving impact through staff development, community engagement, and actionable results.
Services
Strategic Planning Facilitation & Execution
Strategic Planning Facilitation & Execution
Strategic Planning Facilitation & Execution
At the heart of successful credit unions is a clear, actionable strategic plan. I specialize in facilitating dynamic planning sessions with Boards of Directors and Leadership Teams, helping you craft a vision that aligns with your mission and goals.
Fractional Leadership
Strategic Planning Facilitation & Execution
Strategic Planning Facilitation & Execution
Expertise when you need it.
Gain experienced support in operations, project management or interim CEO without the need for a full-time hire.
My fractional employee service offers flexible engagement tailored to your credit union’s specific needs.
Operational Efficiency Optimization
Strategic Planning Facilitation & Execution
Operational Efficiency Optimization
Operational efficiency is key to a thriving credit union. I offer comprehensive reviews to identify areas for improvement. I uncover pain points that may be hindering staffs work or affecting member satisfaction.
Together, we’ll create streamlined processes that enhance both employee productivity and member experience.