Plan for a better future!

Strategic planning sessions will be planned and facilitated by President & CEO Grant Sheehan. His 30 plus years as a top credit union CEO performer will help optimize your operations and growth while reducing your inefficiencies. Our goal is to secure a successful financial future for your credit union and the highest service quality for your members.

Mr. Sheehan's success includes results that catapulted his credit unions to the 95th + percentiles in all key components including:

  • Total Return to the members 

  • Return to Borrowers

  • Return to Savers

  • Member Service Usage

Strategic Planning Sessions include;

  • Creating an environment which will involve the Board, Management Team and Staff in the planning process 

  • Assisting the Board, Management Team and Staff in identifying the Credit Union’s strengths, weaknesses, opportunities, and/or threats

  • Indebt Peer to Peer* review as well as Return to Member (ROM*) relationship

  • Discussing ways to enhance these strengths, take advantage of the opportunities, and mitigate any potential weaknesses and threats.

  • Clearly defining the organization's short and long-range strategic plans and translate them into an action plans with performance measures at all levels by; 

  • Reviewing potential product and service enhancements

  • Discussing pros and cons of field of membership growth/expansion

  • Identifying potential candidates to acquire through merger or charter expansion

  • Review long term financial projections and net worth projections

Mr.Sheehan's accomplishments as President & CEO at Miami Firefighters Federal Credit Union were;

  • Increased Assets 54% 

  • Grew member deposits 85.6%

  • Increased Average Deposit balance 59%  

  • Increased loans 120.4% 

  • Increased Average Loan Balance 26% 

  • Increased capital 41.3% 

  • Increased credit union membership 44.4% 

  • The Credit Union received the highest Return to Member’s score from Callahan’s Peer-To-Peer rating of 32 South Florida Credit Unions

  • For a full list of accomplishments as CEO and roads traveled, click here

If you would like your credit union to achieve similar success, contact us today to arrange for a hands-on planning session provided by one of the industry’s most successful CEO's.