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Board Strategic Planning Sessions

  • 1.  Board Strategic Planning Sessions

    Posted 7 days ago
    Hi there - I'm new to CUES Net. I'm in the process of identifying companies/individuals other CUs have used as strategic planning facilitators that they would recommend. Thanks!

    Amela

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    Amela Cejvanovic
    Assistant to the President
    Veridian CU
    Waterloo IA
    319.236.5604
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  • 2.  RE: Board Strategic Planning Sessions

    Posted 6 days ago
    Amela,

    I would recommend looking at Cornerstone Advisors.
    https://www.cues.org/product-service/cornerstone-advisors

    They are a CUES supplier partner and have been used by many CUES members for strategic planning and other services.

    Good luck and welcome to CUESNet!

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    Tony Hill
    SVP/Chief Marketing Officer
    CUES
    800.252.2664
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  • 3.  RE: Board Strategic Planning Sessions

    Posted 5 days ago
    Thank you, appreciate your reply.

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    Amela Cejvanovic
    Assistant to the President
    Veridian CU
    Waterloo IA
    319.236.5604
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  • 4.  RE: Board Strategic Planning Sessions

    Posted 6 days ago
    Hi and welcome to the group.  In my career I've been through more planning sessions than I can count.  I have found the best facilitators were Steve Williams from Cornerstone and virtually anyone from Raddon.  Both will keep you on point and actually discuss the credit union world.  I've been to some other sessions where the conversation is too esoteric or concentrates on the favorite business of the moment (that's been Starbucks, Nordstrom, or Uber).  We are a credit union and we can never be Uber or Starbucks.

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    Robert Boucher CCE
    VP/Lending
    Westerly Community CU
    Wakefield RI
    401.637.4425
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  • 5.  RE: Board Strategic Planning Sessions

    Posted 5 days ago
    Thanks Robert!

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    Amela Cejvanovic
    Assistant to the President
    Veridian CU
    Waterloo IA
    319.236.5604
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