Other Consulting Services
Besides these key services, we can also guide and facilitate on a variety of topics:
- Discussions on major decision-making affecting your credit union
- NCUA examination recommendations and implementation
- Improving the credit union’s financial condition
- And various other topics pertinent to your credit union
Making the Strategic Connection
This unique three-dimensional planning program has helped many small asset size credit unions throughout New York State by setting them on a course for internal and external growth. The program includes strategic planning workshops, the development of a functional marketing plan and corresponding budget, and a comprehensive financial forecast. This program is offered in partnership with the New York Credit Union Foundation.
Financial Analysis and Forecasting
Business Plan Development
A written plan provides a crucial road map for your credit union’s activities, and it is an NCUA requirement. Whether you’re looking to expand your charter to serve a community or an underserved area, we are here to help.
Only detailed, thoughtful strategic planning can guide your credit union to optimal growth. Whether you are a $10 million credit union or have assets that exceed $1 billion, our consultants can help you plan for success. They combine MBA theory and concepts, successful business models and planning expertise to guide you, step by step, through the process.
Meet the Management Consultants
Tracy Conner, vice president, leads our Member Relations team. With the support of Management Consultants Marge Kazz and Christopher Pajak this high-caliber team of professionals brings its talent—and nearly 75 years of combined experience—to the local level. Keep them informed and share your feedback on how we can help you better serve your members.
The value of personal contact between the Credit Union Association of New York and member credit unions cannot be underestimated. This interaction gives credit unions a voice within the Association and enables us to better understand what’s on your minds, at the credit union and chapter level.