Previous Work
A sampling of recently completed advisory projects.
01 / 07
Advised a multi-billion dollar credit union’s board and senior staff on the creation of a socially responsible organizational strategy.
02 / 07
Facilitated the new strategic direction for a start-up credit union.
03 / 07
Coached a credit union’s chief strategy officer on strategy development and execution
04 / 07
Advised a multi-billion dollar credit union’s board of directors on governance renewal practices
05 / 07
Conducted research and built a roadmap on the future of consumer lending for a multi-billion dollar credit union.
06 / 07
Built a long-term roadmap for a multi-billion dollar credit union’s social impact strategy.
07 / 07
Facilitated numerous credit union, association and CUSO board and management strategic planning efforts.