Rockwell Advisory Services
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    • Home
    • Services
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  • Home
  • Services
  • Get Started
  • Clients
  • About
  • Contact

Services That Strengthen & Simplify Credit Union Operations

Each service is tailored to fit your size, goals and team.  Whether you need a day of facilitaion or months of hands-on project support.

Kasey Rockwell facilitating a Strategic planning session for credit unions, board facilitation, lead

Strategic Planning Facilitation & Execution

Fractional Leadership & Project Management

Fractional Leadership & Project Management

Build alignment, engagement, and measurable results. 

A clear, actionable strategic plan is the foundation of every successful credit union. I facilitate dynamic sessions for Boards and Leadership Teams, guiding you to define goals, clarify priorities, and develop steps that truly move the organization forward.

You’ll walk away with an actionable roadmap, not just a binder on a shelf.

Let's Talk Strategy
Kasey Rockwell and friends volunteering providing financial education to high school students.

Fractional Leadership & Project Management

Fractional Leadership & Project Management

Fractional Leadership & Project Management

Expertise when you need it — flexibility when you don’t. 

Get experienced support in operations, project management, or interim executive leadership without the cost of a full-time hire. My fractional employee services are perfect for credit unions navigating transitions, managing major projects, or simply needing an extra set of experienced hands.

Request Fractional Support Options
Kasey Rockwell as a teller nearly 40 years ago at a credit union.

Operational Efficiency Optimization

Fractional Leadership & Project Management

Operational Efficiency Optimization

Simplify processes and enhance member experiences.

Even small inefficiencies can create frustration for staff and members. I help identify operational gaps, review workflows, and build process improvements that save time and increase satisfaction.

Together, we’ll create systems that work — for your team and your members.

Schedule an Efficiency Review

Rockwell Advisory Services helps credit unions of all sizes achieve their goals through customized consulting services.  From strategic planning facilitation to fractional operations leadership, we help your team execute with confidence and efficiency.

Copyright © 2025 Rockwell Advisory Services, LLC -   All Rights Reserved.

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