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Education, Consulting And Engagement

Education, Consulting And Engagement

Expert Training and Consulting for Commercial Lending Excellence

Our dedication to empowering credit unions in commercial lending has inspired us to develop comprehensive and effective training services tailored for you and your credit union. With years of experience, we have consistently delivered high-quality training and collaborated closely with America’s Credit Unions (formerly CUNA) and numerous credit unions across the nation. Our expertise and commitment have helped many credit unions excel in the commercial lending sector.

Tailored Training Solutions


Our customized approach ensures that each training program addresses the unique needs and challenges of your credit union, empowering your team to excel in commercial lending.

Proven Expertise and Collaboration


With years of experience, we have a track record of delivering high-quality training. Our close collaboration with America's Credit Unions (formerly CUNA) and numerous credit unions nationwide demonstrates our commitment to providing relevant and impactful training that meets industry standards.

Commitment to Excellence


We consistently strive to enhance the capabilities of credit unions, helping them achieve excellence in commercial lending through our expert training and unwavering commitment.

Training Solutions


Welcome to our comprehensive training program, designed to equip credit union leaders and directors with essential knowledge and skills in commercial lending. This program covers crucial topics such as commercial lending diligence for board members, foundational principles of credit analysis, effective commercial loan portfolio management and credit administration, vital personality traits for successful business development, and specialized insights into commercial lending for executive leadership.

Customized Training solutions


If the training solutions listed above don't meet your needs, please reach out to us. Our experienced team of training developers will collaborate with you to create a customized solution tailored specifically for your team.

Speaker Engagement


Elevate Your Event with a Dynamic Speaker Engagement!

Are you looking to inspire, educate, and captivate your audience? Transform your next event with a dynamic speaker who can deliver powerful insights and leave a lasting impact.

Why Choose Us?

  • Expertise: Our speakers bring a wealth of knowledge regarding commercial lending, leadership, and personal development.
  • Engaging and Interactive: We don't just talk; we connect with your audience through engaging storytelling, interactive sessions, and practical takeaways.
  • Tailored Content: Each presentation is customized to align with your event's theme and your audience's interests and needs.
  • Proven Track Record: Our speakers have successfully engaged audiences at conferences, corporate events, and educational seminars nationwide.

What We Offer:

  • Workshops and Seminars: Dive deeper into specific commercial lending topics with hands-on, interactive workshops.
  • Panelist: Ensure an engaging panel discussion regarding all facets of commercial lending.
  • Consulting Sessions: Benefit from one-on-one or small group consulting sessions to address specific challenges.

Frequently Asked Questions

A.

CU Strategic Services has a proven track record of educating numerous Boards of Directors. Additionally, our CEO's role on her own credit union’s Audit (Supervisory) Committee underscores our practical, hands-on expertise. This combination makes CU Strategic Services the ideal choice for fulfilling your Board education needs.

A.

Absolutely! Contact us today to discuss your needs and the many ways we can help!

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Crystal Dowd, CEO of CU Strategic Services, has spoken at numerous conferences and events on topics such as commercial lending, staffing, and team development within organizations. Contact us to discuss your needs and develop a plan to ensure your next event is a resounding success!

Ready to join forces?

Contact us for a custom proposal based on your credit union’s needs.