READY TO PARTNER?

At Your Credit Union Partner, we collaborate with credit unions to maximize impact for their organization, their members, and the communities they serve. Our clients consider us their partner, an informal extension of their management team.

AREAS OF EXPERTISE

Strategic Planning

Each session is customized based on the specific needs of the credit union, and includes the aggregated results from planning meetings.

Speaking & Training

We understand credit unions inside and out. Programs are built from more than 30 years of experience. Sessions are designed to challenge credit unions to think bigger, beyond their current reality, to the next phase of growth and impact for their members and organization.

Community Outreach/Program Development

We help Low Income and CDFI certified credit unions create and establish best practice community programs.

CDFI Grant Writing/Certification/Management

We are experienced grant writers, gaining tens of millions of dollars in grant funding for award-winning Hispanic, consumer and small business programs.

MEET OUR TEAM

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Alison Carr

I-CUDE, CUDE, PHR, MBA
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Luis Caballero

CUDE, CCUE

Purpose. Execution. Results.

Our Client Relationships Fuel Us

“ELGA Credit Union is fortunate to have found the perfect partner to help us apply for the CDFI grant. Scott helped us understand how the services we provide to so many low-income members are exactly what the CDFI Fund is for. We have learned so much from him! Scott made the application process easy, as he helped us tell our story in a compelling way. We are delighted to have received a CDFI grant to be leveraged 10 times in the next three years. We are grateful for Scott and Alison’s guidance and service!“


-Karen Church, President/CEO ELGA CU

“THANK YOU SO MUCH! I feel so fortunate that I found you! Thank you for everything you all are doing to help us! This is amazing and so exciting!” 

-Lisa Asadourian, SVP, Chief Engagement Officer, Nutmeg State Financial CU

“The ROI from Scott and the Your Credit Union Partner team, is tangible and impactful. Scott has been integral in moving our strategic plan forward, having helped us procure secondary capital, our Juntos Avanzamos designation, and for the strategic planning work he has facilitated with our board regarding CDFI education. Scott is hub, facilitating resources and people/organizations to strengthen their strategic initiatives, while also helping others. We consider Your Credit Union Partner a key success factor in our ongoing work at Point West Credit Union.

-Amy Nelson, CEO, Point West Credit Union

THOUGHT LEADERSHIP NEWS

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