We’re passionate about helping community financial institutions become more efficient and more profitable. We help you solve challenges and take advantage of opportunities in a rapidly changing industry and economic environment.
We serve community financial institutions by helping senior leaders develop profitable strategies that lead to long-term success.
January 22, 2020
Topic Strategic Planning Speaker: Robert Kafafian
January 26, 2020
Acquire or Be Acquired Conference
January 30, 2020
Topic Harness the Power of Your Financial Data to Help Your Credit Union Make Smarter, More Confident Decisions That Drive Performance - Speaker: Gregg Wagner