Consulting Services

ask the experts: Your league's consulting services

Your League has a dedicated team of consultants and professonals available for onsite training and operations assistance.

Among their services:

• Comprehensive Organizational Analysis
  The Comprehensive Organizational Analysis (COA) utilizes the expertise of several League divisions to offer credit unions a tool for improving operational efficiency and effectiveness.
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org
  
  
• Credit Union Planning/Financial Analysis
  In the ever-evolving financial services marketplace, credit unions need to stay abreast of economic developments and member needs. Proper planning, combined with timely decisions, will enable your credit union to provide real benefits for your members.
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org
  
  
• Compliance Assistance
  Need quick answers to your compliance questions? Our trained staff is just a phone call or e-mail away when you need quick consults on forms and disclosure requirements, IRS regulations, the Code of Virginia, federal regulations and bylaw interpretations.
  For more information: Contact your League's Kristen Tatlock at 800.768.3344, ext. 609, e-mail ktatlock@vacul.org or Cindy Huff at ext. 622 or chuff@vacul.org
  
  
• Auditing Services
  Specific services include ACH self audits, BSA independent testing, and account verifications.
  For more information: Contact your League's Elaine Shelton at 800.768.3344, ext. 610, e-mail eshelton@vacul.org or Debra Scott at 800.768.3344, ext. 614, e-mail dscott@vacul.org
  
  
• Business Plan
  League Consultants assist credit unions in formulating mission and vision statements and in creating an overall business plan. The business plan outlines the objectives and strategies vital to the future growth of the credit union.
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org
  
  
• Marketing Services
  Need help with marketing? From consulting to workshops, click here to view resources available to help you.
  
  

• Handling Regulator/Examiners’ Findings
  League consultants can help you with resolving regulator and examiner's findings.  Our operational experience is useful in understanding what the examiners are expecting the credit union to accomplish. We can provide advice about handling a resolution and assist with customizing sample policies and procedures to meet the requirements of the regulator.
  For more information: Contact your League's Lisa Livningston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org

• Disaster Recovery Planning
  Creating a Business Continuity Plan is a complex endeavor.  However, the creation of a Plan is often made far more difficult than necessary.  Your League consultant is ready to help you maximize your productivity in creating a sound Business Continuity Plan.  We will provide you with our Step-by-Step Guide to Emergency Management Planning to get you started.  If you need further assistance, we have a fee-based service that walks you through the steps of developing a Plan that, when kept up-to-date, will work for your credit union and the regulators.
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org

• Charter and Field of Membership Changes
  We can provide you with assistance and guidance when planning for charter and field-of-membership changes.
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org

• Budgeting
  The budget is the credit union’s basic decision-making tool. League Consultants help managers overcome the obstacles and realize the benefits of preparing an annual budget.
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org
  
  
• Training & Development Services
  We train your staff and volunteers in many areas such as understanding financial statements; duties and responsibilities of the board of directors, credit committee, and supervisory committee; lending, collections, credit union accounting, security concerns, and front-line and back-office operations. Most of these trainining services are offered free of charge at your shop!
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org
  
  
• Crisis Management
  League Consultants stand ready to respond to any crisis at your credit union. Call your Consultant or the League immediately when you are facing an emergency situation.
  For more information: Contact your League's Lisa Livingston at 800.768.3344, ext. 619 or e-mail llivingston@vacul.org