Industry Experience
Credit Union and Banking
Credit Union and Banking
Credit Union and Banking
We have worked in the credit union and banking industries for the majority of our combined 65+ year careers holding positions from Teller up to and including executive management and board membership. We've planned and executed successful business plans for different types of institutions and have completed successful mergers, acquisitions and Community Development Financial Institution activities.
Nonprofits
Credit Union and Banking
Credit Union and Banking
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Small Business and Operations
Small Business and Operations
Small Business and Operations
We operated our credit unions and banks as small businesses, and established small businesses within those institutions. We have also worked with many, many small businesses by making loans and maintaining deposit accounts, collaborating on customer acquisition with auto dealers, and working with local area chambers of commerce and community groups. We understand what it takes to be a successful small business and can help your business achieve success.
Financial Technology
Small Business and Operations
Small Business and Operations
We have worked to stay ahead of the pace of advancing technology throughout our careers. From implementing third-party lending systems, to development of core banking platforms, and using technology to serve our internal and external customers. Technology is key to survival in this fast-paced environment today and we can help you advance the technology used to support your business and customers!
Services
Education and Training
Governance / Risk /Compliance
Governance / Risk /Compliance
Your staff should be your Number 1 asset! Let us help to develop your team members into highly productive and well-trained players who can help your business succeed! We can also provide training services for your customers as it relates to their use of your products and services.
Governance / Risk /Compliance
Governance / Risk /Compliance
Governance / Risk /Compliance
Our banking and regulatory backgrounds provide a stable foundation to help you with your governance, risk and compliance efforts, regardless of the industry you're in. We can assist with developing, implementing and delivering training on strong, customized policies and procedures that guide your business to success!
Project Management
Governance / Risk /Compliance
Strategy and Direction
Sometimes having an objective outside eye and focus is just what you need to bring a project to life! Need help managing a special project? No project is too small or too large, we can provide the focus needed to take a project from the design phase through implementation, or from any step in between.
Strategy and Direction
Strategy and Direction
Strategy and Direction
Need assistance or guidance developing or updating your business strategy? Have a research project that needs completed? We have successfully written and executed numerous business plans and have researched many opportunities. We can evaluate your business and provide guidance and direction to help you succeed!
Process Management
Strategy and Direction
Process Management
Do you have processes in your business that might be outdated or inefficient? We can help by observing the process and recommending new ways of doing things!
Need to change things up and implement a new process? We can help evaluate your business and guide the implementation. We can also help train your staff and customers on existing or newly implemented processes.
Vendor Management
Strategy and Direction
Process Management
Vendor management can be overwhelming! Do you have controls in place to manage your third-party relationships? We can help you gain control of your third-party vendors, assist with contract negotiations, and install a seamless process for ongoing vendor management tailored specifically for your company.