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


What You Get

Structured process and conversations designed to help your credit union uncover its mission, vision, and goals

and roadblocks
and tactics

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