Strategic Planning

Thinking today about building for tomorrow.

Success starts with having a sound strategic plan and clearly defined goals supported by action plans that enable you to meet those goals. Our consultation partner, Accolade, utilizes its extensive years of credit union experience to assist management in developing a strategic plan to meet your credit union’s specific risk management needs. Using your credit union’s mission statement as a starting point, we determine the long-term goals for your credit union, then develop the action plans, milestones and success metrics necessary to accomplish them. We can also assist in the preparation and presentation of the final plan to the board, and with implementation once it's approved.

Combine this with Accolade's ALM Advisory, Loan Advisory, and Investment Advisory solutions to complete your CU-wide consultation.

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Want to learn more about how Strategic Planning can benefit your credit union? Marty's more than happy to tell you; just give him a call or drop him an email.

Offered in
partnership with

Marty Auxter

Business Consultant

(614) 581-5926