
Three Easy Steps
Step 1. Introductions:
Contact us and schedule time to discuss your needs and goals.
Step 2. Choose the right Plan:
We work together to help you select the right path forward, which might be ERM Foundations, Enterprise Risk Assessment, Key Risk Indicators, etc.
See our Services.
Step 3. Implement and See Results:
We partner with you to implement your plan, and we provide the tools, techniques and guidance you need.
More and more credit unions are embracing Enterprise Risk Management, and seeing the value it adds to their Members.

What makes us different?
Credit Union Experience:
We’ve been in your shoes, as a credit union employee, unsure of how to proceed with our obligation to build ERM.
Appropriate:
We don’t sell software. We help you use manual processes and existing software for the first several years before deciding what parts of ERM you want to automate.
Affordable:
As a small consulting firm we have low overhead, we take advantage of technology, and we travel only when you request.
Hassle Free:
Our contract with you includes an easy 30-day termination. Pay only for the work performed, and there’s no further obligation. You might say…”risk free”.