Strategic Planning Customized for Your Credit Union
Our execution based strategic planning approach helps CEOs conquer chaos by connecting daily focus with long-term strategy.
Three Practices that Help Credit Unions Thrive:
CLEAR PURPOSE & DIRECTION
Align your team around your bigger why, your bold, direction, and a growth map.
ALIGN GOALS
Set clear outcomes for individuals to align their commitments to the vision.
ONGOING PROCESS TO MANAGE RESULTS
Create a regular cadence to manage your plan and communicate results.
“Erie Federal Credit Union was interested in transforming our credit union’s performance at a very pivotal time in our history. Ancin Cooley was selected as our strategic planning facilitator back in 2018 after answering one very simple question…“How do you handle uncomfortable situations.” Ancin’s simple answer, “I thrive in uncomfortable situations.”
Ancin’s passion for learning, and educating others, was evident from day one. Educated, thought provoking and challenging, Ancin has pushed our leadership team to reimagine what is possible and we have been successful in achieving great results.
I would strongly recommend Ancin Cooley, and Synergy Credit Union Consulting, Inc., to any organization looking to move your organization to the next level.”
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Brian J. Waugaman, CEO
Erie Federal Credit Union
Our Credit Union League Clients
How We Deliver Strategic Planning Services
We Coach You
We get hands on and lead you planning process with plan virtually or onsite planning. In addition, a planning generalist.
OR
We Facilitate and Educate
Let our experts facilitate the process for you to build a comprehensive operational guidance from an credit union expert.
Why Choose Synergy for Strategic Planning Services?
We offer organized and engaging Strategic Planning services to provide credit unions with trusted solutions for managing risk and enhancing performance. Our services are customized for your organization and are designed to ensure successful execution of each strategic objective.
Ancin is the absolute BEST in the industry! He has performed several strategic planning sessions for our credit union. He provides insight, education and challenges each and every year to the board of directors and management. Two of my board members came up to me after the very first session and said “I could have listened to him all night” – that has NEVER happened before. My entire board raves about his keen abilities to facilitate and guide the group. He is very passionate about the credit union movement and it shows. He provides the tools and guidance to help your management team and board determine their strategic priorities and goals and makes the session very member-centric and tailored to your credit union needs. His high-energy, passionate Louisiana style keeps you engaged during the sessions and he is always “cooking with gas”!
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Genice DeCorte, CEO, HealthShare Credit Union
Meet Your Planner
Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this thru a suite of services that includes: Director training, strategic planning, Enterprise Risk Management, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working as an with US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. but, currently lives in Chicago.
