Our organizational experience ranges from the Boardroom to the front lines. From analysis and planning to curriculum development and training.
Tailored to meet your specific needs, we offer organization-building services including:
Organizational Analysis
- Structure Review
- Efficiency Review Succession
Peer Analysis
Procedures Manual Development
Training Curriculum Development
Our extensive credit union financial background including corporate credit union financial management responsibilities can be a valuable resource for you. As advisors, we can work complementarily to your existing financial structure and perform the following services:
* ALCO Committee Advisory Member
* Financial Plan Development
* ALM Analysis
* Pricing Analysis
* New Product/Business Venture Plan
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