League Representatives

Your League Representative serves as your personal, day-to-day link between Cornerstone Credit Union League and your credit union. The goal of League Representatives is to initiate contact and/or visit with each credit union on a regular basis. However, they are available at any time to serve your institution as your needs dictate.

Dues Supported Services

All of these services provided to your credit union by your League Representative are paid for by your membership dues.

Your League Representative is available to provide immediate assistance in the following areas:

  • Provide "hands on" assistance in areas of management and operations.
  • Inform and update credit unions regarding all League initiatives, programs, services, activity, education, and training.
  • Perform operational and financial analysis of individual credit unions, utilizing Asset/ Liability Management techniques, and provide recommendations to support the institution’s financial integrity.
  • Provide enhanced regulatory and compliance communication and assistance.
  • Support the Advocacy initiatives of the League with individual credit unions to encourage increased awareness and political involvement.
  • Help credit unions develop proper policies and procedures for credit union operations.
  • Help credit unions comply with actions required by the regulatory agencies.
  • Help coordinate and serve in the Chapter Liaison program.
  • Assist interested groups to charter new credit unions or assist them in joining an existing credit union.
  • Serve as a representative of the League at chapter meetings, annual meetings, and other industry related meetings and conferences.
  • Promote membership in the League in order to strengthen the credit union movement and its objectives.
  • Highlight and provide awareness of League services to non-member and associate member credit unions.
  • Conduct on-site training for boards, committees, management, and staff. These sessions are broad in nature and last approximately one hour in length. 

Training is available in the following areas:

  • Duties and Responsibilities of the Board of Directors
  • Duties and Responsibilities of the Supervisory Committee
  • ID Theft / Red Flag
  • Business Ethics
  • Providing Superior Member Service
  • How to Cross-Sell Effectively
  • Robbery Prevention and Preparedness
  • Advocacy
  • League Overview

Fee Based Services

Strategic Planning

The Cornerstone Credit Union League is proud to provide a team of skilled facilitators to lead your next strategic planning process.  They will assist you in defining your strategy, direction and resource allocation necessary to pursue your defined strategy.  They will lead discussions in key areas such as:

  • Financial Analysis
    • Key Ratio Analysis
    • Net Worth Projections
  • External Environment
    • Peer-to-Peer Evaluations
    • Current Economic Conditions and Trends
    • Current and Projected Industry Activity
    • Research on Potential Disruptors (i.e. FinTech Companies)
  • Internal Analysis
    • Status Report
    • Pre-Planning Questionnaire Highlights
    • Member Value Proposition (Current & Future)

Your strategy will be carefully formulated with key strategic initiatives, objectives, strategies and tactical action steps. Your planning process will be a disciplined effort that will produce fundamental decisions and actions that will shape and guide your credit union in defining who you are, who you serve, what you do, why you do it, with a focus on the future.  An effective strategic planning process will articulate where you are going, the actions needed to make progress and how you will know if you’re successful.

Our skilled team of Facilitators/League Representatives look forward to assisting you with your next strategic plan. For more information about our process, pricing and scheduling contact Greg Robertson at 469-385-6829 or by email grobertson@cornerstoneleague.coop.

Your Representatives

Greg Robertson, Ext. 6829
Territory Includes:  Abilene, Arlington, Atlanta, Bonham, Brownwood, Bedford, Cleburne, Denton, Diboll, Fort Worth, Grand Prairie, Greenville, Longview, Lone Star, Lufkin, Marshall, Midlothian, Nacogdoches, Palestine, Paris, Rusk, San Angelo, Sherman, Sweetwater, Texarkana, Tyler, and Yantis credit unions.

Carla Trager, Ext. 6830
Territory Includes:  San Antonio, Austin, Rockdale, College Station, McGregor, Mexia, Temple, Sinton, Portland, Kingsville, Bay City, Bishop, Corpus Christi, Edinburg, Port Lavaca, Rio Grande City, LaJoya, Brownsville, Waco, Wharton, Pharr, McAllen, Harlingen, Killeen, Teague, Halletsville, Old Ocean, and Victoria credit unions.

Dan Rangel, Ext. 6821
Territory Includes:  Houston, Texas City, Alvin, Deer Park, Lake Jackson, Beaumont, Liberty, Groves, Orange, Port Arthur, Evadale, Port Neches, Nederland, Houston, Huntsville, Katy, Clute, Tomball, La Porte, Baytown, Alvin, Bellaire, College Station, Bridge City, Dickinson, Brenham, Pasadena, Sugar Land, Galena Park, Humble, Galveston, and El Paso credit unions.

Kelly Burns, Ext. 6825
Territory Includes: Amarillo, Borger, Big Spring, Brownfield, Corsicana, Dallas, Dumas, Friona, Fritch, Gainesville, Garland, Hereford, Irving, Kermit, Lamesa, Laredo, Levelland, Lubbock, Mesquite, Midland, Pampa, Perryton, Plano, Richardson, Seagoville, Slaton, Stinnett, Odessa, Waxahachie, Wichita Falls, and Windthorst credit unions.

Kim Patrick, 405-445-1516
Territory includes: Oklahoma - Ada, Anadarko, Ardmore, Bartlesville, Broken Arrow, Davenport, Duncan, El Reno, Henryetta, McAlester, Midwest City, Muskogee, Norman, Oklahoma City, Ponca City, Sand Springs, Shawnee, Stillwater, and Tulsa; Arkansas - Arkadelphia, Benton, Blytheville, Camden, Crossett, El Dorado, Fayetteville, Fort Smith, Jacksonville, Little Rock, Malvern, North Little Rock, Pine Bluff, Russellville, Searcy, Subiaco, and Warren; Texas - Bonham, Paris, and Sherman credit unions.

Small Credit Union Representatives

Lorri Gaither, Vice President, Small CU Development, Ext. 6423

Kati Buchanan, Assistant Vice President, Small CU Development, Ext. 6424