Learn More About Your Strategic Coach and Partner,
Kathy Darwin

Hi, I am Kathy. Let me tell you a little about myself. 30 years ago, I left a retail career to pursue something new, and the rest is history.

The daughter of an economist, the financial industry seemed like a perfect fit for me.  After 10 years working for a bank I was offered an opportunity with a credit union. Working for a cooperative was a game changer! Credit Unions, like non-profits, work for their member-owners, they are a family of people helping people. 

I later left the credit union to spend more time with my girls and found I needed something to do while they were in school. I turned to my formal boss who suggested I start my own business and the rest is history. Two decades later I am doing what I love: strategic coaching, planning, goal-setting, and working in the industries I believe in: credit unions and non-profits. 

Doing what I love in the environment I am experienced and knowledgeable in allows me to continuously deliver high quality results for my clients. You won’t find a strategic coach or planner out there more passionate about your business than me - and that’s a promise.

- Kathy Darwin

A Lifetime of Philanthropic and Credit Union Work

Kathy Darwin is proud to have spent decades of her career in philanthropy and non-profit work. She was president of one of the largest non-profits in the nation - the Assistance League - from 2019 to 2021.

How Kathy’s Credit Union and Non-Profit Strategic Planning Process is Different

Evolving with the changing demands of the industry

Kathy’s approach to strategic planning for credit unions and non-profits is grounded in efficiency and outcomes, above all else. Strategic planning for these industries has changed drastically post-pandemic, and participants are expected to come prepared with information, rather than much of the preparation taking place at the actual workshop.

We are in an environment where credit union and non-profit decision makers must strategize throughout the year, not just once a year, creating the need for tools, resources, and consistent check-ins on a monthly or quarterly basis.

Kathy’s strategic planning and coaching solutions offer practical application and action-driven processes, combined with monthly accountability check-ins, to create for realistic and high-performing results.

A Strategic Coach, Not Planner

Instead of a one-time, intensive planning session that leaves you with no real follow-up actions, Kathy monitors your business’s progress throughout the whole year.

Strategic planning is a constant action. Kathy’s clients appreciate her consistent communication, support, and encouragement throughout the year. She works as your coach and holds you accountable to the goals you determined in your plan, critical for busy decision makers.