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Consulting & Planning

Let 80 years of credit union experience work for you when you tap into our consulting and planning resources. Our member engagement team has expertise in:

  • Asset-liability management
  • Budget assistance
  • Assisting with regulator/examiner findings
  • Charter and field of membership changes
  • Board supervisory committee training
  • Business plan development
  • Strategic planning
  • Chapter assistance planning
  • Financial impact analysis/building and facilities planning

For more information, contact your member engagement representative.