What issues will your credit union face over the next five years? OnBalance will ensure that your credit union is prepared. 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." Through professional planning, consulting and training, OnBalance will guide, direct and assist your credit union in developing and delivering innovative leaders and solutions.

Our Promise to You

At OnBalance, we are committed to your credit union's satisfaction. Our promise to you is that we will provide you and your credit union with the most complete, beneficial products and services possible. We guarantee your credit union's complete satisfaction. If we can’t help make your experience more satisfying, we will give you a full refund on the project price excluding travel related expenses.

This promise demonstrates our confidence that at the conclusion of our time together, you and your credit union will be completely satisfied. Simply put, we are in business to make sure your credit union succeeds.


Services We Offer

Strategic Planning & Consulting Services include but are not limited to: both traditional & balanced scorecard strategic planning and board duties & responsibilities.

View Strategic Planning & Consulting Services

Succession Planning Services include but are not limited to: data collection & evaluation tools, plan development, and final report.

View Succession Planning Services

Education & Training Services include but are not limited to: board duties & responsibilities, leadership development, sales & service culture, and supervisory skills.

View Education & Training Services





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Contact Us
4455 LBJ Freeway
Suite 1100
Dallas, Texas 75244-5998
Phone: (469) 385-6400
Toll Free: (800) 442-5762
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