Best Practices

You may be surprised to learn that we've developed more best practices than almost any other organization in the credit union industry. A bold claim for a small consulting firm, but true. In developing over 129 award-winning CDFI applications, each required groundbreaking new products, policies, partnerships, and programs. As a result, we've created more than a few innovations shared with hundreds of credit unions.

 

Our best practices drive loan growth and create a new standard for ROA that is four times the industry average.

 

From HERO: Community Development Certified Financial Counseling,© to Community Development Across Missouri, Florida, Alabama and Louisiana, the replication of our work has helped credit unions to improve the lives of thousands and achieve a double bottom line.

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Reshaping the industry:

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• Made the industry shift bringing credit unions over $1 billion in assets into the CDFI field.

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• Established the first state-wide credit union CDFI program with networked applications and shared funding for league education.

 

• Philosophy is Good Business Profitability Model© has been featured at SW CUNA Management School and driven the ROA of our clients over four times the industry average.

 

• Established the first state-wide partnership between credit unions and the United Way through the ALICE program.

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