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STRATEGIC PLANNING

The credit unions, CUSOs and associations we’ve worked with each face unique challenges and opportunities, but one thing they share is the desire to grow. 

 

Helping you to identify and pursue the most feasible path to growth is the heart of our strategy practice. 

 

We’ll start by identifying ways to increase your organic growth.  And if merger or acquisition is an attractive option, we’ll work with you to ensure your organization’s objectives are not compromised in the M&A process. 

 

We’ve managed and advised on more than a billion dollars of buy and sell transactions, and we’ll bring that experience to bear for your benefit.  

EXECUTIVE COACHING

We are seasoned executive coaches who help leaders sharpen their decision-making, communication, and strategic impact. 

 

Our personalized approach is all about helping you refine your leadership style, strengthen cultural alignment, and drive real results.  Through coaching, we emphasize the development of self-awareness, emotional intelligence, and problem-solving skills—key components for leadership success. 

 

However, it’s not just about personal growth; it’s also about building stronger teams, enhancing engagement, and ensuring that everyone aligns with your organization’s values. 

 

By addressing both individual and broader challenges, we help cultivate a high-performance culture that moves your organization forward.

ORGANIZATIONAL TRANSFORMATION

You’ve heard the expression “Culture eats strategy for breakfast.”  

We can confirm, from our 50 years of combined experience, that saying is true!  

 

But don’t forget leadership either.  

 

Successful change requires three important elements:  a solid strategy to light the path forward; strong leadership to navigate the change process; and a supportive organizational culture to align the team as it moves through the stages of change.  

 

Strategy, leadership and culture – each is critically important.  Change processes often fail because one or two of these elements was given too little attention.  

 

We’ll work side-by-side with you to ensure each of these is properly addressed as you lead your organization to a higher level of performance.    

Gaining Alignment Across Key Stakeholders

Getting everyone on the same page is essential for long-term success—but it’s not always easy. 

 

Different perspectives, priorities, and expectations can create roadblocks. 

 

We help leaders navigate these challenges by facilitating thoughtful discussions, building consensus, and shaping a shared vision. 

 

Our approach identifies common goals, addresses concerns, and fosters genuine collaboration. 

 

The result? Stronger communication, improved relationships, and a truly aligned team. When stakeholders advance together, decision-making improves, and your organization becomes more resilient for the future.

CONTACT US

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