Strategic Planning for Credit Unions

Client Since 2000

“No other strategic planning consultants have challenged our board and senior team to move forward the way ISL has.”

Jeff March, President/CEO

Advia Credit Union

Client Since 2005

“Board and management are engaged to think about where they want to be in the future. For 25 years, this is the first process that works for me as a leader.”

Cheryl DeBoer, President/CEO

Client Since 2008

"By continually focusing on the Strategic Planning process throughout the year using the ISL approach, we do not lose sight of the objectives that we have set for the credit union."

Alan Meyer, President/CEO

Greater Nevada Credit Union

Client Since 2001

"The planning disciplines ISL instilled in our culture helped us recover from the economic downturn faster than believed possible. ISL's role in our survival and success cannot be overstated."

Wally Murray, President/CEO

Leaders in Credit Union Planning

Strategic Planning for CUs is all we do. But we do more than just facilitate planning sessions. We build your CU’s ongoing capability to create future-focused plans, take action, and achieve results. Most clients bring us back year to year, some for over a decade. Many graciously attribute their long-term success to their ISL relationship.

Unparalleled Experience and Expertise

As of January 2017

  • 151 Credit Unions
  • 556 Credit Union planning sessions
  • 45/50 states plus Puerto Rico, Canada and Washington, DC
  • 17,676 hours facilitating Credit Union planning sessions
  • 6 year average client relationship