An Integrated System for Credit Union Leadership

We believe that true organizational health is not achieved by addressing challenges in isolation. Our consulting practice is built on the foundational principle that your credit union's strategy, performance, and governance must be aligned and managed as a single, cohesive ecosystem.

Our expert, hands-on guidance is the foundation of our work. But to make these frameworks sustainable, we integrate our expertise in leadership dynamics (Risk Type Compass, EQ-i) and embed your new system into our proprietary CU 360 Platform.

Our Core Consulting Practices

We partner with credit union boards and leadership teams to strengthen the three pillars of a resilient and successful institution.

Resilient Strategic Planning

We transform your strategy from a static document into a living, dynamic system. We guide you through a proven process to clarify your business model, stress-test it against future scenarios, and install the OKR framework to drive execution.

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Performance & Financial Health

We move your board from "data-rich but insight-poor" to a state of decisive clarity. Using our proprietary, statistically-validated CU HealthScore, we provide a true diagnostic of your institutional health, creating the "Diagnostic-to-Strategy Bridge" that informs your key decisions.

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Modern Governance Design

We replace your static "binder on the shelf" with a "Living System" of governance. We help you build a proactive, auditable framework—driven by a dynamic calendar—that ends the "three-year learning curve" for directors and turns your board into a true strategic asset.

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If this topic resonates with your credit union's challenges, schedule a private consultation to discuss how our strategic frameworks can help.