Anticipate

We look forward so you can make a difference now.

We act as a forerunner in our industry and anticipate the ever-changing needs of members. We work with our clients to think differently and develop a strategic game plan that will not only allow them to survive, but to thrive in all areas of their business.

Think differently.

Find your North Star, determine your growth strategy, and redefine the meaning of community.

One of the critical areas we all have to think about is starting to develop succession plans for boards and starting to develop the next level of talent. Because we need to have people to pass the legacy to. ​
Susan Mitchell
Chief Executive Officer

Here’s how we help clients every day:

Envisioning the Future

Strategic Planning

Our “superpower” is developing relationships between volunteers and executives during offsite strategic planning meetings. We push you to think differently, plan for the unexpected, and turn your strategic planning into strategic doing.

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Forward Thinking

Board Governance

Credit unions face unique challenges in today’s financial landscape. And while so many spend time and effort finding better ways to serve members, they overlook their most significant strategic advantage—the volunteer board of directors. We help our clients create policies and practices that reflect a more modernized approach to board governance.
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Creating a Legacy

Leadership Transitioning

We help clients develop an internal program to develop talent and onboard new leaders in their roles at the credit union. Our focus is holistic, meaning we start with an executive profile, review compensation, and market requirements, facilitate the selection process, and then provide support and executive coaching to the new leader.
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Developing a Win-Win Structure

CEO Compensation

The CEO is the ultimate driver of strategy and success at any credit union, so it’s critical to have the right person at the right credit union at the right time. We work with credit union boards to define their philosophical approach to compensation, look at market considerations, and work together to attract and retain a CEO within the organizational culture.

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We actively accept resumes for consideration.

Visit our Executive Search page for more information and open positions.​
Find potential positions.
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Become part of the UNDERGROUND

We give voice to “in the moment” realities and opportunities that will help the cooperative movement grow.
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Insights from our Thought Leaders

Making a difference starts with knowledge. Learn from those who’ve done it, learned from it, or will challenge you to do it.

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What's Next?

Assimilate

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