With a large percentage of credit unions in Arkansas, Oklahoma and Texas designated as small credit unions, the Cornerstone Credit Union League has dedicated many resources to help these credit unions thrive, grow and continue to succeed. By providing targeted education and training, regulatory and compliance assistance, Hot Topics notifications and operational guidance, we are poised to assist in meeting the needs of all smaller institutions and help them address their unique challenges and opportunities.
Upcoming Small Credit Union Events
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 Consultants 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 firstname.lastname@example.org.