The Insight Planning software has saved me a tremendous amount of time and money. It’s a great tool for strategic planning, board presentations, and monitoring overall Credit Union performance. I highly recommend it.

Stephen G. Patterson
CFO, Rogue Federal Credit Union

The Financial Management Schools have been extremely valuable to our members. Participants not only learn ALM concepts, they actually are able to immediately work with and apply them to their own credit union at the sessions. Jim does a great job of teaching students to think outside of the box and look forward. The best educational program we have offered.

Mike Ensweiler
Vice President Marketing and Business Development
Minnesota Corporate Credit Union

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