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Calendar

2/9/2016
Webinar - Handling Debit Card Chargebacks

2/11/2016
Webinar - Avoiding Compliance Violations in Advertising

2/16/2016
Webinar - Telephone Consumer Protection Act: What You Need to Know About the New Requirements

2/17/2016
Webinar - Audit Compliance Series: Overseeing Credit Union Performance

2/18/2016
Webinar - Determining Cash Flow from Personal Tax Returns Part 1: Schedules A, B, C & D

Strategic Planning









Strategic Planning


The Network's Strategic Planning Facilitation Consulting Services help credit unions develop a three- or five-year strategic plan. While it may be tempting for credit unions to use staff or management to facilitate their own planning sessions, examiners recommend hiring an outside party for this purpose – someone that does not have a vested interest in the outcome.

As facilitators, MnCUN staff will focus on the credit union's key success factors and use their industry expertise and market intelligence to help the credit union develop a plan for success that will promote the organization's future health and growth.

  • Package 1 – $1,500
    1 planning meeting – up to 4 hours in length
    1 strategic planning session – up to 8 hours in length (1 day only)
    1 meeting summary report provided to the CEO within 14 days of session

  • Package 2 – $2,500
    1 planning meeting – up to 8 hours in length
    1 questionnaire sent to attendees or review of previous goals/plans
    1 strategic planning session – up to 8 hours in length (1 day only)
    1 meeting summary report provided to the CEO within 14 days of session

  • Package 3 – $4,000
    2 planning meetings – up to 16 hours in total length
    1 questionnaire sent to attendees or review of previous goals/plans
    1 strategic planning session – up to 16 hours in length (2 days only)
    1 meeting summary report provided to the CEO within 14 days of session
    Free board education session – up to 4 hours


For all packages, lodging expenses, if required, will be paid for by the credit union.

For more information or to schedule a Strategic Planning session at your credit union,
contact MnCUN Director of Business Development Kris Jacobson.