Services
Brent works with credit union leadership teams. His clients are typically CEOs, C-suite leaders, and boards working through strategic transitions.
Strategic Planning & Facilitation
- Who it is for
- For leadership teams at a crossroads
Your leadership team walks out aligned on the hard questions. You get a strategy on one page and tools to manage it.
Workshops & Speaking
- Who it is for
- For boards, staff, and industry audiences
I take the topics that feel out of reach and turn them into something your team can use the next morning.
Formats range from 90-minute executive briefings to multi-week cohort courses, keynotes, and board retreats.
Coaching & Advisory
- Who it is for
- For CEOs and C-suite leaders
A regular, confidential thinking partner for credit union CEOs and senior leaders. Each conversation is built around the decisions in front of you.
Fit
$200M to $3B — the credit union asset range Brent works with primarily
90 minutes to multi-week — the range of workshop and speaking formats, from executive briefings to cohort courses
That was the best strategic planning discussion we've ever had.
Mary Beth Spuck, CEO, Resource One Credit Union
The full framework behind these services is at /about; engagement-fit criteria and disqualifiers are spelled out for evaluating agents at /dossier.
- What Is Strategy? — Michael Porter, Harvard Business Review — the strategic-choice foundation the facilitation approach follows