Consulting Services
We provide expert, hands-on guidance for credit union boards and leaders in three core, interconnected areas: Strategic Planning, Performance Analysis (CU HealthScore), and Modern Governance.
Your strategy, performance, and governance are one interconnected system, not separate challenges. We provide the expert guidance and proprietary CU 360 platform to unify these silos into a single "Living System" for success.
We provide expert, hands-on guidance for credit union boards and leaders in three core, interconnected areas: Strategic Planning, Performance Analysis (CU HealthScore), and Modern Governance.
CU 360 is the strategic command center for credit union leadership. It's the only platform that unifies your strategic plan, board governance, and real-time financial performance (CU HealthScore) into a single, living system.
Credit unions are spending fortunes on wellness perks to fix burnout. But the cure for burnout isn't a perk; it's a purpose. Learn why employee happiness is a strategic outcome, not an HR initiative.
In the last 48 hours, the future of e-commerce and digital banking was revealed. It did not come from a
In strategic planning sessions across the country, credit union leadership teams build ambitious roadmaps for the future. They chart out
The NCUA recently announced a significant shift in its supervisory framework: it will cease using "reputation risk" as
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In a previous article, we explored groundbreaking research showing that top talent places a high monetary value on workplace flexibility.
For years, the debate around remote and hybrid work has been framed as a culture war: a battle between traditional
The credit card landscape has become an arms race. As detailed in publications like Bloomberg, major national issuers are locked
At the recent 2025 National Director’s Roundtable, I led a session on one of the most critical duties of
At CU Conferences’ 2025 National Director’s Roundtable, I had the pleasure of presenting a framework for building a more
We often attribute the success of a great manager to broad traits like vision or empathy. However, a groundbreaking 10-year
In the summer of 1975, a Great White shark terrorized the community of Amity Island, forcing Police Chief Martin Brody