Planning Process For A Credit Union's Future ...back to services

A major hurdle for many credit unions is the concept of Strategic Planning. Not only is it a requirement by regulators, it is also a fundamental tool necessary for credit union vision and success. Through a visual and interactive approach, our firm can guide credit union CEO's and management teams through the planning process:

  1. Vision Plan: identification of goals
  2. Business Plan: development of steps to achieve those goals with assignment of priorities and/or due dates, and identification of the responsible key players.
  3. Ongoing follow-up indicating the status of accomplishment of each goal.

Our process helps provide direction and focus when setting goals, enforcement of accountability and follow-through, buy-in to goals and plans by Board of Directors and documentation of planning, goals and accomplishments

For further information regarding these services, please contact Jennifer Bopple, CPA, MBA, at (440) 542-1536 ext 22,
 
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CBS Certified Public Accountants, LLC

34305 Solon Road
Suite 10
Solon, Ohio 44139

main 440.542.1536
fax 440.248.2902


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