Strategy & Advisory

Building Future-Ready Credit Unions

Mitchell Stankovic & Associates partners with credit union leaders to anticipate change, strengthen governance, and build future-ready organizations. For over 30 years, we have guided boards and executive teams through strategic transformation, leadership transitions, and collaborative innovation.

It All Starts with Strategic Planning

The rules of financial services are being rewritten in real time, and most strategic plans were written for a slower world. MSA equips your team to create dynamic strategic roadmaps. Written in pencil.

Identify Emerging Trends & Opportunities

Spot what’s next in technology, regulation, and member needs so your credit union stays ahead of the curve.

Align Leadership Around Strategic Priorities

Bring your board and executive team into full alignment so everyone pulls in the same direction.

Develop Practical, Actionable Plans

Turn big-picture strategy into clear, realistic roadmaps your team can actually execute.

Create Frameworks for Ongoing Strategic Decision-Making

Keep strategy off the shelf and in with decision frameworks that make strategic thinking part of how your team operates every day.

Learn What Credit Union Leaders Are Saying

If you grow without clarity about who you serve and why you exist, scale becomes a distraction rather than a strength.

Jennifer Oliver Chief EXECUTIVE Officer, RIZE CU

Collaboration has always been our superpower. Even credit unions in the same markets tend to share. When we combine our scale, we negotiate better, innovate faster, and compete more effectively with much larger institutions. We punch above our weight when we work together.

Keith Sultemeier President/CEO, Kinecta FCU

As you get bigger, culture doesn't maintain itself. You have to be intentional about protecting what made your credit union meaningful in the first place.

Erin Mendez President/CEO, PATELCO CU

The global cooperative movement proves that when we share ideas, experiences, and solutions across borders, we strengthen every institution and every community we serve.

Bill Cheney President/CEO, SCHOOLS FIRST FCU
Leadership & Executive Transition

Leadership Transitions That Shape the Future of Credit Unions

Leadership transitions are among the most critical moments in the life of a credit union.

MSA supports organizations through executive search, succession planning, and CEO transition processes designed to ensure continuity and long-term success.

Our experience across the credit union movement allows us to guide boards and executive teams with clarity, structure, and confidence.

0 %

Of credit union CEOs

expect to retire or transition within the next 6 years (CUES Leadership Study).

CULTURE & ORGANIZATIONAL EVOLUTION

Culture That Powers Lasting Strategy

Strategy only succeeds when it is supported by culture.
MSA works with credit unions to strengthen organizational alignment, improve employee experience, and build cultures that support collaboration, innovation, and member-focused service.

Our Work Includes:

Build Cultures Aligned With Strategy

Support long-term strategic goals and cooperative principles.

Drive collaboration & member focus

Foster engagement, innovation, and member-focused service.

SHARED SERVICES & INDUSTRY COLLABORATION

Collaboration That Strengthens Every Credit Union

MSA doesn’t just advise on collaboration we’ve built the infrastructure for it.

The Underground and CUSS are proof that shared purpose can become shared capability

Identifying Partnership Opportunities

Connect with the right partners to unlock new capabilities and efficiencies.

Exploring Shared Infrastructure Models

Develop collaborative solutions that reduce costs and increase scale.

Supporting Collaborative Innovation

Drive innovation across the credit union movement while preserving the principles that define you.

Strategy in Action

Many of the ideas shaping the future of the credit union movement emerge through collaboration.

The Underground provides a strategic forum where leaders explore emerging trends and challenge conventional thinking.

Credit Union Shared Services (CUSS) connects credit unions with partners and solutions designed to accelerate innovation.

Together, these initiatives reflect how strategy becomes action across the MSA ecosystem.