Strategic Planning Facilitation

Our Strategic Planning Sessions Include:

  • Preplanning SWOT Analysis

  • Market Trends Nationally

  • Credit Union Trends Specific to Your State

  • Identify Key Priorities

  • Goals

  • Action Items

  • Key Performance Indicators

  • Targeting 3-5 Year Business Plans


Our team excels at pushing you further in your big picture thinking and helping you reach the goals needed to compete in the industry.
 
Peer Analysis and Benchmarking Strategies –The facilitator will analyze your key financial ratios, balance sheet and income statement trends so you can compare your credit union to your competition. Then we create best practice strategies to improve performance, growth and profitability.

More about Stacie VanDenBerghe

Stacie VanDenBerghe has been working in the credit union industry for over 20 years. She has worked with Boards, CEOs, Executive Management and front line team members of credit unions in both large and small credit unions. Before starting her own consulting company CU Innovate in 2016, Stacie spent 5 years at the Michigan Credit Union League as the Director of Consulting Services. In that role Stacie developed, oversaw and presented training and development programs for credit union executives, directors, and volunteers. This included conferences, training events, webinars, workshops, other on site customized training programs. During her tenure at MCUL/CUSG, she created and brought several new programs to the credit union movement. From on site customized full staff in-service days to kick off events and League events, Stacie has been bringing motivation and an industry innovation expertise that allows her to stand out amongst other speakers.

Stacie is a dynamic presenter who is easy to work with and can think quickly and adapt to any speaking environment. Her engaging style keeps audiences interested and informed.

Her background has provided her with a very wide variety of experience. She holds a Master’s degree from Central Michigan University, and a Bachelor’s degree from Michigan State University, MI.