Our goal as strategic collaborators is to help financial institution decision-makers uncover opportunities and continuously optimize their business models. Our clients appreciate our depth and range of experience in linking strategy, talent, desired financial performance, and successful execution.
We have the experience of working with over 600 financial institutions, including 200+ over $1 billion in assets.
May 24, 2023
Board Succession Planning: An Opportunity for Strategic Progress
4 minute read – The following blog post was written by c. myers and originally published by CUES on March 20. 2023. Succession planning is like exercise. Everyone knows that they SHOULD do it and that it helps prevent future problems, but it can be hard to prioritize. NCUA is working to provide some motivation. If the proposed […]
Jan 10, 2024 to Jan 12, 2024
Process Improvement Education
Offering engaging consumer and employee experiences, and using resources efficiently are major strategic areas of focus for many competitive organizations. We provide the knowledge and coaching to create your own internal process improvement specialists and take steps toward building a culture of continuous process improvement.