Credit Union Consulting

26 Feb , 2019  

Mission driven focused on member needs and objectives

Strategic planning in conjunction with Board of Directors and senior leadership teams

New product development and enhancements

Policies, procedures, underwriting guidelines, and risk acceptance criteria for lending

Enterprise risk management and effective ALCO frameworks

Developing effective and coordinated sales and marketing plans

Building high performing teams working in collaboration on prioritized projects

Implementing an effective sales culture that is member focused

Technology footprint leveraging fintech, artificial intelligence and machine learning

Establishing strong regulatory relations for exams and audits

Building for growth while maintaining adequate capital and risk management metrics

Effective public relations (see Scott’s television interview with Steve Adubato’s 1:1)

Focus on community relations with foundation work and employee volunteer efforts


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