Strategic Planning 

Contact: Tabitha Garvin at 800-745-5546, ext 132 or email.

LSG can help your credit union prepare for the future. Our facilitators know the credit union industry and are able to tailor planning sessions based on your needs. Facilitators work closely with credit union management before, during and after the planning session.

• Plan for Growth
• Improve Services
• Define Your Value

Fees: We offer a tiered fee structure to make quality facilitators available regardless of credit union size.

• Credit unions up to $5 million in assets - $500 + travel expenses
• Credit unions $5 million up to $20 million in assets - $950 + travel expenses
• Credit unions $20 million up to $50 million in assets - $1350 + travel expenses
• Credit unions over $50 million in assets - $1550 + travel expenses

Click here for a flyer of this information.

Credit unions subscribing to EZ Finance Reports will receive a $100 discount on a planning session in the same year.