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Credit Union Strategy and Planning for 2021

How do you position your Credit Union to be prepared for 2021 as we continue to adjust to this most unusual year of 2020? You’ve likely been talking about your Credit Union’s strategy and overall direction. You’ve learned some things about your Credit Union over the last several months; most likely some good things and some things you’d like to improve. Very soon you will start putting together the Credit Union’s 2021 annual budget. Can you effectively grow your Credit Union given the current level of uncertainty?

To help Credit Unions navigate the planning process this year, Jeff Paille, Partner at the Bonadio Group, and Mike Vadala, former Credit Union Executive
Current Strategic Planning Consultant, hosted a webinar discussion on Tuesday, September 15, regarding the approaches Credit Unions should consider as they move through 2020 and prepare for 2021.

This material has been prepared for general, informational purposes only and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Should you require any such advice, please contact us directly. The information contained herein does not create, and your review or use of the information does not constitute an accountant-client relationship.