We helping credit unions create a clear path forward by participating in a Waypoint-facilitated strategic planning session using Waypoint’s unique “100 Peer Credit Union” approach.
- Facilitated or Remote Strategic Planning Sessions
- Strategic Planning packet preparation
- Economic Forecast
- Industry Trends
- Balance Sheet and Income Statement Analysis
- Ratio Review
- 100 Credit Union Analysis
Other Strategic Services Include:
- Capital Project Pro Forma Analysis
- Loan Participation Introduction for Board of Directors
- Asset & Liability Management Analysis (ALM)
- Merger Valuations
- Interim CEO Services
- CEO Coaching
- Succession Planning
- Disaster Preparedness Tabletop Simulations
- Ratio Analysis
- Complaint Follow-Up
- NCUA DOR Follow-Up
- Research on Forced-Placed Insurance Requirements
- Net Worth Restoration Planning