Post-
Strategic Management Systems (SMS) Installation
Client Results

COMPANY
Industry Type
Credit Union
Credit Union
Credit Union
Credit Union
Location
CA
CA
CA
CA
Sector
Public
Public
Public
Public
Annual Revenue
Not for Profit
Not for Profit
Not for Profit
Not for Profit
Length of
Engagement
4 yrs
5 yrs (on and off)
9 yrs
5 yrs
FROM:
Prior State
A management group with conflicting business goals
A bankrupt credit union with no sponsor
An entity with real board/management conflict
A small company charter credit union
TO:
Post the Centre’s
Strategic Mgmt.
Yearly System
Installation
A cohesive senior team moving toward a shared vision
A profitable credit union with a promising future
A successful, thriving entity on the brink of large growth
The fifth largest credit union in California

Note. These companies appear in no particular order, and they are only a few examples
of the impact of the Centre’s Strategic Management System (SMS)