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Strategic Direction

Our team has over 40+ years of hands-on experience.

Implementation Oversight

Ensure that your strategic action plan is followed through.

Evaluations & Insights

Utilize us as a third-party to provide non-biased, fair evaluations.

Development & Mentoring

Ongoing training and support for your team to grow and flourish.

CEO Evaluation

We can provide an objective viewpoint to assess your CEO?s accountability accurately and fairly. We can provide the insights needed to help you make your evaluation a fair one for everyone, with our 20 years experience as CEO in both small and large credit unions.

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Board Evaluation

Board evaluations are necessary and often come as a nuisance process rather than part of an enrichment process. We develop a comprehensive evaluation process and ensure you have the tools to lead and lead effectively.

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Strategic Planning

We can help develop your strategy and drive it forward. We take your Board through a thorough examination of your strategic logic and set of assumptions, drilling down into the recommendations so that they are clearly understood and supported.

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Succession Planning

Every organization needs to ensure it has a plan for the exit, retirement, emergency coverage for its most critical employee. Our succession planning includes scenario-based exercises to ensure the risks of losing key people is well planned.

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Governance Consulting

We assist teams with their own self-recognition of the stages they may be at, recognizing them and working through positive and productive resolution through exploration and communication.

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CEO Compensation

We act as a mediator, ensuring the Board?s perspective and the CEO?s best interests are taken into account in a balanced fashion, counselling each side to find the right deal that is best for each party.

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Executive Development

We take your young stars, and help to groom them to the next level of senior ranks. We can help your team explore, question, and look at things from many different directions. We help push learning to a new level with external time and focus.

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