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Member Services
Planning
Strategic
An Association facilitator will provide a planning session tailor-made for your credit union, to integrate credit union philosophy with sound business practices.
Operational
An extension of strategic planning, a facilitator guides your management team through establishing goals and action plans to meet your Board of Directors' objectives.
Business Plans
Using an analysis of your credit union’s position in the marketplace, a financial and operating plan will be developed to forecast the implementation of your credit union’s vision for the future.
Budgeting Assistance
Using a monthly or quarterly business model, our representatives will help you create your credit union’s budget quickly and accurately.
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