Testimonials & Results

Testimonials: You are the best strategic planners that we've ever had and I've been around for 35 years.-Gary Hotz, Board Member, Clyde-Findlay Area Credit Union. Your strategic and tactical planning is more valuable to a small credit union than league membership.- Renee Rayhill, CEO, Sonomoa Federal Credit Union. If we had you do our strategic planning years ago, we'd be even stronger than we are today. -Paul Dumars, Sr. Board Member, Shreveport Federal Credit Union.

Experience, know-how and strong principles alone aren’t enough; you also need outstanding results. Luckily for your and your credit union, we have the above attributes and use them to achieve results that can’t be matched by any other grant writing and strategic planning partner anywhere in the world.

Grant Writing
Our grant writing record for credit unions is stellar - quite possibly the best in the world.

We anticipate breaking the threshold of $20 million in grants for credit unions this year.
100 percent success with CDFI Certification.
76 percent success with TA/FA award dollars requested in 2011.
98 percent success with NCUA OSCUI Grants.
The only firm to win awards in every CDFI TA/FA Round since 2008 including the NACA, CDCI, TA/FA and Supplemental Rounds.
We write and win more grants for credit unions than anyone else in the nation, maybe even the world.

Strategic Planning
Our Miracle Makers develop strategic plans that increase service, sustainability and profitability in ways that no other organization can.

History of growing credits unions’ net revenue, membership and loans.
Secondary capital plans approved by NCUA, US Treasury and Federation of Community Development Credit Unions.
Highest credit union election voter turnout in the United States.
100 percent success rate with federal-to-state and state-to-federal charter conversions.
Net worth restoration includes credit union with 2 percent net worth improved to above 9 percent in 2010.

Marketing
We help credit unions of all sizes create effective, dynamic marketing programs… just like the big credit unions, but without inflated agency prices or excess staff.

Over 60 years of combined credit-union-specific marketing experience.
The only marketing team serving CDFI credit unions.
Award-winning Creative Director from the credit union industry.

View our portfolio of work.