Credit unions and non-profits face unique challenges that many planners are not familiar with.
Kathy is proud to be the only credit union/non-profit-centric planner in the country.
Strategic planning is a critical business tool we often overlook.
But Kathy can help. Offering strategic planning and development services, Kathy helps you strengthen your business, develop its growth strategies, and create actionable plans for your products and services.
What does she do differently?
Works with you throughout the year to ensure you are on track and staying true to your plan
Provides ongoing support, communication and expertise monthly
Doesn’t leave you hanging after one planning session
Provides accountability & reinforcement year-round
Creator of the Strategic Maximizer® - a high impact process that wraps education, implementation and accountability around a powerful Strategic Planning workshop process
Is an industry expert focused solely on credit unions and non-profits
Read Kathy’s interview featured in CUToday:
“Time to Invite Fintechs to the Table?”
Check out her articles on LinkedIn: