Interested in exploring the advantages an outside strategic planner can bring to your credit union?
In this case study, we will dive into the relationship between thriving Estacado FCU ($65M) and CU-centric strategic planner Kathy Darwin. We will learn about a very big decision Estacado had to make in 2018, and how having an outside planner as a trusted resource was invaluable to them in these uncertain waters.
Areas of discussion in this study include:
1. Why a planner who knows credit unions inside and out is critical
2. The pitfalls of relying on internal resources for your strategic planning
3. The need for accountability partner throughout the year
Download Kathy’s newest case study: How the West (Texas) Was One