Consulting

Your Association consultant is available to provide valuable assistance in finding answers to most any credit union inquiry. Working with you to find appropriate solutions for your credit union's unique needs is our focus.

Current Services Available

Strategic Planning – By involving the board and management we guide a systematic process that defines managements course in assuring that the credit union prospers in the future. The session enables the credit union to allocate their resources into a unique and viable plan based on its internal competencies and shortcomings, and with consideration for anticipated changes in the current environment.

Operational Consulting – Running a credit union's operations is becoming more complex as your credit union membership grows and you offer more products and services. By telephone or a scheduled appointment a consultant is available to research and answer credit union staffs' operational questions.

Policy Development – Policies are the heartbeat of any credit union operation. Having compliant policies assists the credit union with regulatory procedures and proper staff development.

Productivity and Efficiency Evaluation – Operating any business in the most efficient manner is a key factor to success. This evaluation analyses credit union processes for overall operational efficiency. The consultant will spend time with key employees within the designated departments reviewing the processes performed and make recommendations based on the findings.

All CUANM Services

• About CUANM Services
• Consulting
• Election Services
• Member Verification
• Vendor Partners
• CU Succeed Teen Club
• Kirby Kangaroo Club