Consulting for Credit Unions

Our Work

We help credit unions establish the strategy needed to leverage business model strengths in response to future-oriented environmental threats and opportunity.

We help credit unions reorient departments, positions, and people to better support organizational strategic objectives and capitalize on environmental opportunity.

We help credit unions develop internal merger rationale and expectations, build out merger markets, and manage market outreach/engagement and merger execution projects.

We help credit unions establish developmental requirements for critical positions, identify and support development pathways for key personnel, and ready the organization for leadership succession.


Insight and commentary focused on the trends affecting credit unions and credit union leaders.

Industry benchmark performance and trends based on our acclaimed HealthScore model.

The latest updates and details about our event schedule and speaking appearances.