CU Partner provides specialized consulting services designed specifically for small and mid-sized credit unions. Most clients consider CU Partner an extension of their internal management team.

Core Service Offerings

1. Strategic & Tactical Planning

Interactive board and management retreats, tactical action plans, competitive analysis, and long-term goal setting to ensure financial sustainability.

2. Compliance & BSA/AML Testing

Independent BSA/AML testing, policy updates, exam prep, and ongoing regulatory compliance support to satisfy NCUA requirements.

3. Program Development

Custom lending programs, member retention campaigns, business development, and operational workflow enhancement.

4. Special Projects

CDFI grant applications, CDCI secondary capital plans, net worth restoration strategies, and merger advisory.

5. Speaking Engagements

Keynotes and workshops for credit union leagues, chapter meetings, and national conferences on credit union philosophy and growth.