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.

17-4 Test
17-4 Test

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

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

Capital Growth Spreadsheet
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.

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 Program
Excel tool to calculate financial ratios

Succession Plan
Instructions to ensure future leadership at your Credit Union