The League Site
Operations Consulting

The League's experienced consultants provide the best in consulting services to our Wisconsin credit unions.  Whether it is operational issues, policies, accounting assistance, board strategic planning or management consulting, our team of consultants can provide the solutions your credit union needs.


Contact Operations Consultant Bill Rockeman at (262) 408-6024.


Visit the Small Credit Union Initiative page to learn more about the program.


17-4 ALM TestRestricted
17-4 ALM Calculation Worksheet to help you determine if your CU is a candidate for a visit from NCUA

Allowance Evaluation ProgramRestricted
Excel tool to calculate your Allowance for Loan Loss

Board Planning OverviewRestricted
What's involved in a League-facilitated planning session

Capital Growth SpreadsheetRestricted
Excel tool to set income level required for growth

NCUA's Small Credit Union Program
The NCUA's national Small Credit Union Program provides direct assistance to credit unions with strategic, management, or operational issues.

Ratio AnalysisRestricted
Excel tool to calculate financial ratios

Small Credit Union Initiative
Smaller credit unions are challenged with operating effectively and efficiently in an increasing complex regulatory and economic environment. This program gives them the "edge."

Spread Analysis ProgramRestricted
Excel tool to calculate financial ratios

Succession PlanRestricted
Instructions to ensure future leadership at your Credit Union

From Red to Black
11/21/2011 From Red to Black: Small CU Initiative provides huge value at no cost
10/17/2011 From Red to Black: Questions answered on Corporate Assessment, concentration risk policies & ALLL
09/22/2011 From Red to Black: Fall Strategic Planning helps CUs remain strong
08/22/2011 From Red to Black: Looking forward to fall board planning & trainings

View all....