Wipfli logo

A new approach to strategic planning – Credit Union Forum

Robert Zondag
Oct 19, 2021

More and more, organizations are moving from traditional strategic planning methods to enrolling into a transformation model.  Transformational planning is a framework designed to help credit unions understand their business model, better meet their members’ needs and guide a successful redesign to meet the new challenges ahead.

Transformational planning is the process of developing a strategic plan for adapting an enterprise's business processes through the modification of policies, procedures, and processes to move the organization from an "as is" state to a "to be" state. It also means asking tough questions about member needs, delivery of traditional services and using technology to both leverage the strategic planning process and track ongoing performance to plan.

This webinar was designed for: Credit Union executive officers and board members


Robert H. Zondag
CTP, Principal


Accounting for core system conversions
FinCEN alert on ‘pig butchering’ scams
Carlos Vega
Carlos Vega 03/25/2024
Open banking is more than just a standard