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.