Credit Unions Rave Over CU Strategy!

Testimonials from Credit Union Executives

“Since Mark has an extensive credit union background, he is able to bring that experience to the strategic planning process. He knows the culture and philosophy of credit unions, which provides a much stronger foundation or starting point. We invested in a resource that paid a huge dividend. Using Mark enabled me (the CEO) to focus on my staff and my vision while he focused on the “administrative” task of moderating the planning discussions and developing implementation strategies. There is no way that I could have accomplished the goal of developing a new vision, creating buy-in to that vision and implementing the new vision in the short time span that we did without his assistance.”

Tim Lyons, CEO, Tulsa Teachers CU


“Taylor presented the keynote address to supervisors and managers at our credit union during our first ever leadership development day. His presentation helped set the tone for the day and really enabled the leaders in our credit union to think about and act on the importance of developing employees and mentoring them for great performance.”

 “Taylor presented the keynote address to supervisors and managers at our credit union during our first ever leadership development day. His presentation helped set the tone for the day and really enabled the leaders in our credit union to think about and act on the importance of developing employees and mentoring them for great performance.”

Garth Strand, President, Heartland Credit Union


“I shudder to think where our credit union might be today had we not invited Mark to assist our team. Mark facilitated our strategic planning session and worked very well with all staff members. He excels at working within very diverse groups and getting them to talk and share ideas. He also offers years of credit union industry experience, and as a former credit union employee for many years, he has personally faced some of the challenges other credit union professionals face. Mark has a true gift for keeping groups on task and maintaining high levels of civil discourse, even in what can become heated discussions. He is motivational and inspirational and has made a huge impact on our credit union bottom line.”

Cindy Beauregard, CEO, Heart of Louisiana Federal Credit Union


“Taylor was very easy to work with. His session was great fit, and his evaluations showed that the attendees not only got a lot out of his session, but walked away with a lot of applicable information and understanding. Taylor is low maintenance, easy to work with, quick to respond and willing to be flexible. Organizations can know they will learn from him and understand his information.”

Julianne Talley, Events Director, League of Southern Credit Unions


“Mark challenged our group to get outside of our comfort zone. He made it mandatory for  everyone from within the group to participate and he is a master at keeping groups on task when the conversation strays from topic. This was the first time in a while that our credit union has been able to do some long range (versus short range) planning and Mark was the perfect facilitator to help us down that road. He has a unique mix of knowledge of our industry and yet keeps the theme light and fun such that everyone remained engaged over the two long days that we met. We didn’t have the typical “afternoon lull” that most long sessions have.”

Todd Pearson, President, Arizona Central Federal Credit Union


“Taylor added real value to our planning process for the year.  He did an excellent job of both preparation and facilitation of the process. Board feedback noted that this was a “best ever” planning session.  We came away with specific and measurable goals to work on. I could not be happier.”

Catherine McDermott, President/CEO, River Trace Federal Credit Union


Mark helped us develop our strategic plan by implementing and inspiring key traits, by keeping our image consistent and clean, by keeping our staff alert and consistent and by keeping our board and management on the same page. Mark is clear in his message and works extremely well with all personalities. Mark keeps it simple, concise, informative and focused.

Cindy Prestandrea, President/CEO, Prince George’s Community FCU


Partial Client List

Credit Union Leagues and Associations

 

Sign Up to Receive New Blog Posts from CU Strategy Blog

Improve decision making, strategic thinking and leadership in your credit union with tips and articles from the CU Strategy Blog.

Client Testimonials

Client Testimonials

Client Testimonials

Client Testimonials