OUR SERVICES:
PLANNING
A Roadmap for Success
Leverage Symphony’s passion for the industry to build a plan for growth and achievement. Experienced facilitators will work closely with boards and key staff to develop a roadmap for success and ensure strategy alignment.
Strategic Planning
Symphony has been assisting credit unions with planning and strategy development for over 30 years. Our deep industry knowledge and insight can help your credit union identify critical opportunities, navigate challenges, and implement a carefully designed plan to ensure future success.
Liquidity Planning
Symphony’s years of experience managing liquidity in the credit union industry can work for you. We develop and review existing liquidity plans and strategies to ensure effective forecasting and efficient risk management. Our team helps identify opportunities and weaknesses, and creates contingency plans for potential shortfalls.
Charter Expansion & Conversion
Symphony offers a comprehensive, customizable approach to any charter conversion and membership expansion project. Our experienced team will work closely with you to ensure a successful strategy alignment, including the necessary due diligence from application to approval and beyond.
Volunteer Training
Symphony’s years of credit union management experience can help equip board volunteers and committee members with the knowledge and skills they need to effectively navigate the evolving regulatory environment and make informed decisions about your credit union’s future.
Other Planning Services
- Vendor Management
- Special Projects
- Policy reviews and development, including corporate governance, ethics, and organizational bylaws.
- Efficiency Studies
RESOURCE