“Risk Management was new to me and just one of my responsibilities at the credit union, but I needed to make progress quickly. I had specific needs at specific times and David was there with expert advice and tools when I needed him. He also took the time to discuss how everything we worked on fit together in the big picture of ERM. David at RGS Business Advisors is my go-to resource for everything related to risk management and board reporting."

- Monifa Crawford, VP of Risk and Compliance
121 Financial Credit Union
Jacksonville, FL


“Our ERM program was already functioning well but we were looking for a review and a refresh. After review, RGS Business Advisors recommended and implemented our current Key Risk Indicator program. The implementation was painless and the results exceeded our expectations and as an added bonus, our regulators were also impressed with our new KRI’s.”

- Dan Kester, President/CEO
Sooper Credit Union
Arvada, CO.


“We at Kern Schools FCU are extremely pleased with our decision to implement an ERM program and equally pleased we chose David to lead the implementation efforts on our behalf. RGS Business Advisors have exceeded our expectations.”

- Neil Marshall, Chief Risk Officer (retired)
Kern Schools Federal Credit Union
Bakersfield, CA



“I am extremely pleased with this quick start to our ERM program, and the alignment with the new framework is an added bonus.”
- Former Chief Risk Officer and Corporate Attorney,
Hoosier Hills Credit Union, Bedford, IN.

“Looks like you’ve done my work for me!”
- Lead Examiner, NCUA

“Thanks to our Enterprise Risk Management program our board is always informed of our risk posture across our major categories of risk. This allows us to make more informed decisions with confidence.”
- Board Chair

“Our Enterprise Risk Management program has been very beneficial in helping me learn how the organization works, and in helping me understand the types and amounts of risk we will accept in order to achieve our strategic goals.”
- Supervisory Committee Member

“The introduction of an ongoing enterprise risk management program has had extraordinary benefit to the organization and our committee in that we now have far better quantitative insight into the risks we carry as part of our business model.”
- Supervisory Committee Chair