Credit Union Strategic Planning

A road map to success

Gain the knowledge, perspective, and roadmaps necessary to launch your credit union forward.

Strategic Planning

Align with your board on your credit union's path forward

Planning

What You Get

A presentation designed to help your credit union achieve success through its mission, vision, and goals

Board
alignment
Technology
forecasting
Fintech
strategy
Industry
context

Kirk Drake has decades of credit union experience, from the credit union C-suite, to consulting, to founding and leading fintechs and CUSOs. He’s eager to help credit union executive teams and their boards align around forward-looking strategies. 

Chris Otey’s experience as the Chairman of the Board at a credit union, coupled with his decades of work founding and consulting with fintechs, gives him unique insight about the needs of credit unions in their digital transformation journey.

If you’re looking for strategic direction, fintech strategy, and board alignment, look no further!

Other Credit Union Services

Strategic Planning
  • Clear Direction
  • Fintech Strategy
  • Board Alignment

Speaking & Workshops
  • AI & Technology
  • 90-Day Reboot
  • CU Strategy

Fintech Call Program
  • Scouting
  • Vetting
  • Awareness

Fintech Mastermind
  • Connections
  • Influence
  • Opportunity