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