Rebuilding Season: Improve Your Credit Union’s Operations Game
By: Katie Kean, Principal Consultant of Strategic and Operational Consulting, Advisors Plus, a Velera companySummary: Boost your credit union's game this season with strategic training, refined procedures and optimized offerings. Katie Kean, Manager, Payments & Deposits Consulting with Advisors Plus, discusses essential strategies for building a winning game plan, from deepening your bench strength to leveraging key statistics and equipping your team with the right tools for success.
Author: Katie Kean is a Principal Consultant of Strategic and Operational Consulting for Advisors Plus, a Velera company. With three decades of experience in financial services, Katie enhances portfolio profitability and member experience through her extensive operational and industry experience and deep-dive market analysis. Before joining Advisors Plus, Katie served as part of the CFO team for PNC Bank. Katie holds a B.S. in Business Administration, an MBA and a graduate degree in Enterprise Systems from Central Michigan University and is completing her doctorate at the University of Michigan.
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