Strategic Planning to Propel Success at Your Financial Institution

Empower Your Organization with a Bank/Credit Union Operations Consultant

Credit Union Operations Consultant & Strategic Planning

The future success of your organization requires careful planning and buy-in from team members at all positional levels. Monarch Performance Group will assist your organization in developing comprehensive strategies, as well as plans for implementation. We come alongside you to facilitate the strategic planning process, and provide long-term support to ensure execution.

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

At Hartman Communications, we highly recommend Teri Bosley as a world-class consultant and trainer. Her ability to see the big picture and yet articulate the necessary details in a logical fashion is remarkable.

Dr. Taylor Hartman Author of The Color Code

With Monarch Performance Group, we get to the core of our executive team’s leadership issues. Our eyes are opened and we are challenged to develop new techniques that better accomplish our strategic initiatives.

Steven Stapp President/CEO, Unitus Credit Union

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

M.C.

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

At Hartman Communications, we highly recommend Teri Bosley as a world-class consultant and trainer. Her ability to see the big picture and yet articulate the necessary details in a logical fashion is remarkable.

Dr. Taylor Hartman Author of The Color Code

With Monarch Performance Group, we get to the core of our executive team’s leadership issues. Our eyes are opened and we are challenged to develop new techniques that better accomplish our strategic initiatives.

Steven Stapp President/CEO, Unitus Credit Union

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

M.C.
Get Started
  • This field is for validation purposes and should be left unchanged.
We will never share your information.
Back to top