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Credit Union Resources Offers Special Pricing on Strategic Planning Services in 2014
Thursday, December 12, 2013 6:55 AM

Credit Union Resources will kick off the New Year with special pricing on its strategic planning services. The OnBalance team assists credit unions in gaining solid insight, direction and alignment in their planning process. 

Credit unions that hold their 2014 planning session during the first quarter of 2014 will receive a special 30 percent discount off standard pricing, while those that book their 2014 planning session by April 30, 2014, will enjoy a five percent discount if the session is held by Dec. 31, 2014.

The standard fee structure for 2014 is as following:

  • Under $25 million in assets: $2,100 weekday and $2,625 weekend
  • $25-$50 million in assets: $2,887 weekday and $3,465 weekend
  • $50-$100 million in assets: $4,042 weekday and $4,620 weekend
  • Over $100 million in assets: $4,725 weekday and $5,250 weekend

All of the strategic planning workshops include:

  • Pre-planning questionnaire
  • Planning document and workshop facilitation
  • Final plan document – this document contains a summary of your credit union’s planning event, as well as your three to five year strategic objectives

Available dates fill up quickly, so don’t delay in scheduling your 2014 strategic planning workshop with OnBalance.  If you have any questions, please contact the OnBalance team, at (800) 442-5762, ext. 6626 for Karen Houston-Johnson, and ext. 6820 for Howard Bufe.  To learn more about Resources’ strategic planning services, please visit