Breakout Session #2

Jim Kasch

Strategize. Plan. Execute. Win.
Jim Kasch, Canidae Consulting and Member Intelligence Group

Most credit unions host annual strategic planning sessions, but few have a comprehensive strategic plan to use as a roadmap for the next 2-3 years.  Does your strategic plan define your business model?  Does it identify, quantify, and qualify those you serve?  Does it accurately define your value proposition in terms relevant to your target market?  Does it have a well-defined strategy to attract and serve younger members?  In this session, Jim will share how to craft a dynamic written plan that will become a living, breathing part of your organization, and that will provide a roadmap for your leadership team to ensure successful execution to exceed your goals.

About Jim Kasch

Jim has more than twenty years business experience, most of which with credit unions.  His roles range from teller to CEO. He spent more than ten years with Partners Federal Credit Union (formerly Vista FCU) which serves The Walt Disney Company, where he led marketing, business development, sales, and strategic alliances.

In 2010, Jim was hired to be the Chief Executive Officer for Darden Employees Federal Credit Union (DCU), chartered to serve the more than 200,000 employees of Darden Restaurants, Inc. In six months, he and his team built a primarily virtual delivery credit union offering a full suite of products and services.  In four short years, DCU quadrupled its asset base, grown 6 times in loan balances, quadrupled income, and grown seven times in members served.

In 2015 Jim founded Canidae consulting and Member Intelligence Group, a credit union consulting firm that specializes in member intelligence, strategic plans, Millennial growth strategies, virtual delivery, member engagement and sales training.

A native of Ohio, Jim now resides in Orlando, Florida.  He holds an MBA from Stetson University in DeLand, Florida.

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