Transforming Credit Unions Through Strategic Technology and Operational Excellence

Three Decades of Driving Credit Union Success

For 30 years, I've worked with high-performing credit unions to unlock operational excellence and embrace transformative technology. I don't just understand systems—I understand your entire organization, from the front line to the boardroom.

Deep Operational Knowledge Meets Cutting-Edge Innovation

While my roots are in technology, my strength lies in understanding how credit unions actually work. I've spent three decades inside operations at top-performing institutions, learning what drives member satisfaction, employee engagement, and sustainable growth. This operational grounding means I don't just recommend technology—I implement solutions that work in the real world.

Proven Leadership in Critical Initiatives

I've successfully guided credit unions through their most challenging and important projects, including core system conversions and strategic vendor searches. These mission-critical initiatives require someone who understands both the technical complexities and the organizational change management required for success.

Services Designed for Today's Credit Union Challenges

Core System Conversions & Technology Selection Navigate the complexity of core system changes with a consultant who's led successful conversions and understands every stakeholder's needs—from IT to member services.

Operational Assessment & Optimization Leverage insights from 30 years of studying high-performing credit unions to identify opportunities across your entire operation, from back-office efficiency to member-facing innovation.

Emerging Technology Strategy Stay ahead of the curve with practical guidance on AI implementation, digital asset strategies including stablecoins, and other innovations reshaping financial services. I translate emerging technology into actionable strategies that align with your mission and capabilities.

Process Improvement & Transformation Apply proven business principles to streamline operations, reduce costs, and create better experiences for both employees and members. Every recommendation is grounded in what actually works at credit unions like yours.

A Different Approach to Consulting

I don't believe in one-size-fits-all solutions or recommendations that look good on paper but fail in practice. Instead, I bring:

  • Practical wisdom earned from 30 years in the trenches with credit unions

  • Cross-functional expertise that spans the entire org chart

  • Technology fluency balanced with operational reality

  • Future-focused thinking rooted in proven business principles

  • Member-centric strategies that never lose sight of your cooperative mission

The Result: Transformation That Sticks

My goal is simple: help you create transformative experiences for your employees and members by intelligently leveraging technology while strengthening operational fundamentals. Whether you're planning a major system change, exploring AI capabilities, or simply want to optimize what you're already doing, you'll get advice that's both visionary and actionable.

Ready to Transform Your Credit Union?

Let's discuss how three decades of credit union expertise can help you navigate today's challenges and tomorrow's opportunities.