Services Tailored to Your Needs

James L. This and Associates offers valuable services to help you identify your preferred future and develop the leadership team to make it a reality.  Our experience in financial services and years of consulting have given us valuable insights we share with you.  Our solutions are crafted to fit your needs - we are not an "off the shelf" organization.

Strategic

Planning

Strategic planning creates an invaluable opportunity for dialogue and consensus between the Board and Management on the Vision, Goals, Performance Objectives and Priority Initiatives for your organization.

James This has been providing strategic planning facilitation for clients of all sizes for over twenty-five years.  Clients appreciate his years of experience as both a leader of credit unions and consultant to them. His real life knowledge leads to innovative yet practical solutions.

Executive Recruitment

We have developed an extremely effective recruitment process. At its heart is making sure we understand exactly the competencies you are looking for in a new leader. With a clear direction in mind we use creative avenues to find competent candidates. The result is a person who makes a smooth transition to your culture and contributes to your success from day one.

Whether you are looking for a new CEO or other critical member of your Executive Team we will help you find the right person.

Merger

Facilitation

As interest rate margins compress, member demands for services increase and competitors multiply - merger becomes an alternative that cannot be overlooked.  We help credit unions determine if merger is a viable option, identify desired traits in a merger partner and construct a favorable merger agreement. We also assist with the approval process and member vote.

Finding a corporate culture that fits your members and staff is critical.  Our experience ensures that you select the best partner.

Executive Compensation

An effective executive compensation philosophy and program are critical to recruiting, motivating and retaining a talented leadership team.  We can help you create a competitive and attractive compensation package for your executive team members.

Our study will examine the marketplace and help you develop strategies for the four components of compensation:

  1. Cash compensation (salary and incentive)
  2. Health and wellness benefits
  3. Perquisites
  4. Retention and retirement benefits

An effective executive compensation philosophy and program are critical to recruiting, motivating and retaining a talented leadership team.  We can help you create a competitive and attractive compensation package for your executive team members.

Our review will examine the marketplace and help you develop strategies for the four components of compensation:

  1. Cash compensation (salary and incentive
  2. Health and wellness benefit
  3. Perquisite
  4. Retention and retirement benefits