Over the past ten years alone, 40% of credit unions under $150 million in assets have disappeared. The reasons are well known – competition, regulatory scrutiny, the economy, etc. What’s less obvious is how credit unions can adapt and thrive in this new normal.

Credit unions have held traditional strategic planning sessions for decades.  For some credit unions, it’s the one time each year the entire leadership team gathers to talk about how they are doing and what they need to do to ensure a successful future.

But how many of these sessions result in actionable plans?

Canidae offers two programs to assist with you strategic planning.


With Canidae assisting your credit union with strategic planning, you’ll get much more than simply a facilitator for your session.

  • Custom volunteer and management interviews
  • Comprehensive internal feedback to help build the session
  • A facilitated discussion built upon the teachings of management guru Peter Drucker
  • A custom, formal written business plan with clear action steps to ensure success

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The Canidae Model to strategic planning has evolved over the past dozen years, and is now available as a self-guided program. By participating in the program, credit union executives can help guide their teams through an uncertain future by using a tested and true strategic planning model.

Participants will receive multiple strategic planning tools, including The Canidae Model, a book that explains the approach. Participants will attend several online meetings with other credit union leaders, and will have additional one-on-one meetings with Canidae professionals.

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