CU Strategic Planning

CEO Mentor

The Ask Chuck CEO Mentor Program, as featured in the small credit union advice column on CU Insight, provides custom CEO advisory services to small and mid-size credit union CEOs. We focus on building a foundation for long-term success, issue resolution and professional development.

Service Offerings

The Ask Chuck CEO Mentor Program offers three levels of advisory services to CEOs:

Planning and Achieving Success Mentor:

Financial analysis
Profitability coaching
Strategic Planning session: 1 day conference
On-site operations observation and coaching consultation in conjunction with planning conference
Customized Ask Chuck Bright Ideas Resource Book with articles, insights and tools
Twenty-four hours of scheduled telephone coaching and problem solving, used monthly or for a single issue

CEO Monthly Mentor:

Financial analysis
Profitability coaching
Customized Ask Chuck Bright Ideas Resource Book with articles, insights and tools
Two, one-hour calls scheduled monthly used for coaching, planning or issue resolution

On Demand Mentor:

One hour calls, scheduled and on demand

Contact us today at (253) 200-0418 or (425) 765-7706 for a no cost, no obligation initial consultation. By learning about your needs, we can tailor our services to help you create solution opportunities before presenting critical issues to your board or staff.

Ask your friends about us. We get results. You will like what you hear.

We also offer: