Providing Professional Planning, Consulting and Training

Credit union professionals exist in a world driven by interest. They constantly monitor interest earned on assets, dividends/interest paid on shares and the interest of people and organizations to do business with our credit union. In a rapidly changing and competitive environment, credit union professionals must be knowledgeable and innovative. Benjamin Franklin stated it best, "An investment in knowledge pays the best interest." Let OnBalance enhance your operation with professional planning, consulting and training.

Products and Services offered:

• Strategic Planning based upon a customized Balanced Scorecard Approach
• Strategic Planning based on a traditional format
• Strategic Management Consulting in a variety of areas to meet your specific needs
• Training - Sr. Management, Staff, and Volunteer Programs
  • Leadership Development and Coaching 
  • Sales & Service Culture
  • Succession Planning  
  • Board Orientation and Effective Governance
  • Supervisory Skills

For information, please contact:

Karen Houston-Johnson, CCUE, SCMS
469.385.6626
800.442.5762, Ext. 6626

Howard Bufe
469.385.6820
800.442.5762, Ext. 6820

Dean Borland
469.385.6627
800.442.5762, Ext. 6627