STRATEGY FOR A
CHANGING LANDSCAPE

Who We Are

Pat Jury and John Lass have been trusted leaders and partners in the credit union world for many years. Pat spent 16 years leading the Iowa League and its subsidiaries, serving as Chairman of both CUNA and the National Cooperative Bank. John directed strategy and business development at CUNA Mutual (now TruStage) for a decade. For the past 10 years, we have collaborated with credit unions, CUSOs, associations, and foundations, helping them navigate challenges and stay ahead of the curve. We know the credit union movement inside and out and understand today's unique challenges.

Creating a clear roadmap for growth and success.

What We Do

We help credit union leaders and teams focus on what really matters. We guide you through the big decisions, tackling challenges and opportunities that shape your organization’s future.

• STRATEGIC PLANNING

• EXECUTIVE COACHING

• ORGANIZATIONAL TRANSFORMATION

• ALIGNMENT ACROSS KEY STAKEHOLDERS ◉

Our Philosophy

The U.S. credit union movement is at a crossroads. With increasing pressure from political, economic, regulatory, and technology forces—not to mention growing competition from banks and fintechs—change isn’t just coming; it’s already here.

Our Approach

We know your time—and your team’s—is limited. And yet, your organization is facing big questions that need clear answers. Using our proprietary framework, we cut through the noise to reach the heart of what matters—quickly and efficiently. We emphasize directness, honesty, and an unwavering focus on what’s best for your organization. We provide practical, actionable guidance your team can implement with confidence.

Our Objective

We assist you in establishing ambitious yet realistic strategic priorities. Together, we’ll address key questions: Do you have the right team and org structure in place? Are your processes built for success? Is your technology keeping pace? Is your strategy aligned with your culture? By addressing these and other challenges, we’ll help you and your team become a high-performing organization focused on growth and exceptional member service.