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Credit union consulting and assessment solutions for executives and boards.


Credit union industry health and performance trends.

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Credit union strategy, structure, leadership, and governance insights.

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Strategy & Performance

Omni La Mansion del Rio Hotel
San Antonio, TX
April 24 -27, 2023


Digital Transformation

Nugget Casino Resort
Reno, Nevada
July 13 – 16, 2023


Director’s Roundtable

Hilton Resorts World Las Vegas
Las Vegas, Nevada
October 16 – 20, 2023