A 2-day workshop to find out where you are, where you need to go, and how to get there.
Get in the CURL.
Evaluate your institution’s readiness and ability to support sustainable
growth by assessing the performance of its core business model across six domains—and aligning executive leadership around the operational priorities required to support membership, deposit, and loan growth.
What We Assess
- Member Acquisition & Relationship Formation
- Deposit Generation & Funding Stability
- Loan Production & Asset Utilization
- Product Utilization & Revenue Generation
- Service Delivery & Channel Productivity
- Operating Efficiency & Financial Performance
What you'll leave with
A detailed report on your credit union’s overall growth capacity and leadership team alignment.
- Enterprise Growth Readiness Index (EGRI)
- Domain-Level Growth Readiness Scores
- Business Model Performance Profile
- Team Alignment Assessment
- Growth Capacity Constraints Analysis
- 12–18 Month Growth Enablement Roadmap
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