Credit Union Consultants

Diversity, Equity, Inclusion, Belonging & Accessibility

Are you ready to increase innovation, staff retention, job satisfaction & profitability?

DEIBA creates organizations 35% more likely to have above-average earnings. 

DEIBA influences two-thirds of job seekers employment decisions.

DEIBA retains employees, reduces turnover and increases job satisfaction.

Why DEIBA - Learn the Value and Foundation

They’re more than just buzzwords; the concepts and values behind Diversity, Equity, Inclusion, Belonging & Accessibility are key to a healthy, flourishing organization and productive, engaged workforce. Learn about how incorporating the values behind the initials can improve your bottom line.

7 Ways to Calculate the Value of DEI

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Improvements in DEIBA can boost financial performance, improve employee performance, foster more innovation, improve member satisfaction and more.​ Help keep your credit union on the leading edge of growth and performance.

Implementing DEIBA

You want to implement DEIBA in your credit union, but what does the journey look like? Learn what a comprehensive strategy looks like, the benefits of fully committing to the process, and how your own credit union can create a roadmap for successful DEIBA integration.

The 5 Pillars of DEI

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You understand DEIBA is a moral responsibility, with the ability to increase organizational performance and have bottom line impact. You're eager to get started on building out your strategy, but you have no idea what to do next. Here's how you find out.
 

Our DEIBA Services

Unconscious Bias Assessment

 

For a credit union ready to commit to Diversity, Equity, Inclusion Belonging and Accessibility, the core of our services is the unconscious bias assessment. This is an extensive, qualitative and quantitative review of a credit union’s staff, leadership, policies and practices.

Qualitative:

  • One-on-one interviews with Board, Executive Management, and key leaders in HR, Lending, and Collections

  • A thorough review of all established policies and practices, including:

    • lending, collections and HR

    • internal and external recruiting practices

    • team members, leadership, and volunteer composition

    • disciplinary actions by race, gender and age


Quantitative:

  • Assess all staff and leadership using the Harvard Implicit Association Test, assessing race, gender/career, disability and sexuality. Leadership is also assessed on age, weight, and skin tone. Results are collected anonymously and analyzed in aggregate.

  • Review membership composition, leadership composition, board composition, and community composition.

 

At the end of the assessment, we provide your credit union with a report detailing our findings. This report will contain a custom roadmap of the steps your credit union needs to take in its DEIBA journey, along with model KPIs you can apply to your organization. The process is wrapped up with a 60-minute training session that tackles the most vital areas uncovered by the assessment. This can be done for any size group, in person or virtually.

 

Your credit union may choose to take the roadmap and continue the process on your own, or this assessment can form the foundation of a custom consulting plan to ensure your credit union achieves its DEIBA goals quickly, thoroughly, and efficiently.

NEW: Board DEIBA Institute

This intensive approach will teach your board how to implement DEIBA from the inside out, over the course of one year.

 

Onsite Two-Day DEIBA Institute 

We begin with two days of on-site instruction, facilitated conversation and collaboration. Your board will come away with a plan for incorporating DEIBA specific to their credit union, and with individual goals for each board member. Topics covered will include, but are not limited to:
 

  • Dialogue on race

  • Financial Inequities and our role in bridging the gap

  • Inclusion - crafting a culture for all people

  • The history behind wealth gaps

  • Poverty is not a color or gender

  • The pathways to eradicating poverty

  • The role of CDFIs in addressing financial inequities

  • Creating additional access to credit in your community

  • Strategic product design

 

 

Quarterly Board Sessions

Following the onsite instruction, we will convene the board once a quarter to review progress as it relates to the plan, conduct training, and discuss next steps for the upcoming quarter.

 

Quarterly One-on-One Sessions

We will also meet one-on-one with each board member around these quarterly meetings, to discuss progress towards their individual goals and offer suggestions for increased growth.

Credit Union DEIBA Certification

Our CU DEIBA Certification is a 12-month program for your executive team. It’s specific to your credit union and designed to create additional understanding and competencies in the areas of diversity, equity, inclusion, and belonging for your credit union.

 

The first six months of the program are focused on professional development. Your credit union’s executive team will complete six instructional sessions together. We will teach, train, collaborate and grow collectively. Sessions can be held monthly or condensed to a faster timeline, based on organizational needs.

 

Topics covered will include, but are not limited to:

  • Dialogue on race

  • Financial Inequities and our role in bridging the gap

  • Inclusion - crafting a culture for all people

  • The history behind wealth gaps

  • Poverty is not a color or gender

  • The pathways to eradicating poverty

  • The role of CDFIs in addressing financial inequities

  • Creating additional access to credit in your community

  • Strategic product design

 

The final six months of the program are for project design, development, and deployment. Your credit union will select its own project and submit it for approval. We will have monthly checkpoints with your team for project updates and guidance.

 

At the conclusion of the program, we will meet in person for your final project presentation and graduation.

Speaking, Training, and Consultation
 

You may already have a specific need for DEIBA consultation or training that you’ve identified. Or perhaps you’re interested in having Ronaldo Hardy speak to your board, team, or league. Custom training and presentations are available.

 

 

Are you ready for a more profitable, inclusive credit union where people love to work? We can help.

Now Sure How to Get Started? 

DEIBA is a popular subject these days. You no doubt understand the importance of improving your credit union's Diversity, Equity, Inclusion, Belonging and Accessibility. But where do you actually start? And how? You might be afraid of:

  • Going down a wrong path—wasting time and money on something your credit union doesn’t need.

  • Not knowing what you don’t know, and completely ignoring something that could cause all your hard work to crumble.

  • Hiring a consultant who isn’t qualified.

  • Receiving “boxed” solutions that don’t fit your credit union’s culture.

  • Being blamed when the plan doesn’t work (and feeling like you’ll never be able to do enough research to get started).

 

If you’re not sure, you’re not alone. While every credit union culture (both where you are starting and where you want to go) is unique, we have some great proven paths to help you get there without wasting time on initiatives that don’t matter (or forgetting the problems you don’t know exist).

 

Ronaldo Hardy, our Chief  People Officer and head of DEIBA services, is available for an introductory conversation that will allow you to see if there is any way we can support you to help your credit union incorporate DEIBA quickly, thoroughly, and efficiently. 

Are you ready for a more profitable, inclusive credit union where people love to work? We can help.