Clients

• Mission Area FCU, San Francisco
  Board Strategic Planning
• MACED, Berea, KY
  Financial modeling for Payday Loan product
• Freedom First FCU, Roanoke, VA
  Corporate Social Responsibility Committee Planning
• The Summit FCU, Rochester, NY
  Board Planning
• Northside Credit Union, Chicago
  Board retreat
• NorthCountry Cooperative Development Fund, MN
  Board retreat on governance structure for Coop
• World Council of Credit Unions
  Credit Union consultancy in Poland
• Credit Union Development Educators Co-Facilitator
• New York City financial Network Action Coalition, NYCfNAC
  Collaboration study of four Credit Unions
• Bank on Cities (PDF)
  Training for a project of National League of Cities
• Communidad Latina FCU
  Planning for Growth
• Opportunity Cars
  Building partnerships with financial institutions
• Martin FCU
  Targeting emerging markets
• ASI FCU
  Product development

Project Highlights

• Steer Clear
• CDB-L
• Asset Platform
• Emerging Market Review