Strategic planning, not coaching.

Testimonials

Words of Praise

Kathy has been working with the Credit Union on strategic planning for the last two years. She has been instrumental in keeping our strategic planning sessions lively, informative and on-point while holding the owners of the plan on task and accountable.

Kathy is unlike most strategic planners in that she is not “a one and done” facilitator. She has taken the time to know and understand the Credit Union’s vision, mission and goals and has delivered accordingly.

Kathy is a professional and truly a joy to work with!
— Harold K. Dixon, President/CEO, State Employees Credit Union
 

 
Kathy first partnered with Sioux Valley Community Credit Union in November of 2019 for a planning session. Who could have ever imagined what would soon follow??

Through the pandemic Kathy helped the SVCCU Management Team find a light as we continued to grow membership and loans. She found ways to challenge us and her collaboration was refreshing! I appreciate her for keeping our goals and objectives updated with our Management Team and Board of Directors through this rapidly changing environment.

Kathy has done so much to help in the success of Sioux Valley Community Credit Union and this is exactly why we continue to partner with Kathy in 2023!
— John Parks, CEO, Sioux Valley Community Credit Union
 

 
For many years, you have been instrumental in facilitating our visioning process for Saranam’s future and have helped us develop incremental steps to make our vision reality. From planning meetings to board retreats you have helped our organization better understand our current situation and helped us make strategic plans for our future. You have been a pleasure to work with!
— Tracy Sharp, Executive Director, Saranam
 

 
I had the opportunity to work in a professional capacity with Kathy for three years. During that time I found her to be responsive, organized and passionate about her work. I would welcome the opportunity to collaborate with her again at any time in the future.
— Lois Kitsch, CU.Difference
 

 
Kathy did an exceptional job keeping our employees engaged during our staff training and her upbeat tone and enthusiasm kept the energy flowing all day. Kathy used group exercises to delve into personal goals, teach the staff things about their coworkers and themselves, and how to change perspectives on previously held ideas.

I would highly recommend Kathy for training courses as her flexibility and personality make the learning experience fun.
— Winona Nava, President/CEO, Guadalupe Credit Union
 

 
Kathy is passionate about working with people that want to bring positive change to their organizations and communities. She takes the time to fully understand the industry she is working in and makes sure that the people involved become engaged and active in the process of change.

Whether it is planning a strategic direction, implementing a new product or service or developing a service to sales culture Kathy has the energy and vision to bring projects to fruition. Kathy’s positive attitude and friendly personality make her a true pleasure to work with.

I would wholeheartedly recommend Kathy to any organization looking to move forward and optimize the performance of its employees.
— Mike Athens, VP of Operations, Rio Grande Credit Union
 

 
With Kathy’s help, Assistance League of Albuquerque has put Strategic Planning into action and it has become the driving force for our organization.
— Jane Ann Lunn, Assistance League of Albuquerque