Human Resources

Executive Summary
HRValue Group, LLC is a credit union system initiative which is owned by a consortium of state leagues and CUNA Mutual Group.  Their primary goal is to serve the credit union movement by delivering high quality and competitively priced products and services to you.  HRValue Group consultants have extensive corporate and credit union experience with an emphasis on human resource management.  They understand the many challenges and opportunities that face member-based financial institutions.  With this in mind, HRValue Group consultants actively research human resources trends and constantly focus on adapting the right tools to meet the unique needs of credit unions.

For more information, visit HR Value Group's Web site at the link below .
http://www.hrvaluegroup.com/

Strategic Planning

Executive Summary
The OCUL Services Corporation provides facilitators with the skills and expertise to produce a profitable strategic planning session for your credit union.  A facilitator will help you develop goals, focus your ideas and thoughts, and stay on track with the task at hand.  A productive planning session provides the framework for a progressive growing credit union.

Cost to Credit Union
$1,750 - 1-day planning session
$875 - 1-day planning session (small CU) 

Product Features
Board, Management, or Staff Planning includes:       

•  Pre-planning meeting

•  On-site planning session based on pre-planning meeting

•  Finalized planning document identifying strategic priorities and goals of your credit union.

Detail

Planning sets the vision - the credit union’s direction.  Essentially, planning is deciding in advance what is to be done, when, and by whom.  Planning involves determining objectives, over what time period, and what person or committee will be responsible.

A strategic plan is a statement of intention.  It is the process that helps determine what services, programs, and facilities the credit union will offer to its members.  Strategic planning involves careful study of existing and potential member demand, the cost of the proposed service or program, and its impact on the structure of the credit union.

Planning is important to a credit union’s success.  A day or two should be devoted to this function in order to critique the credit union’s strengths and weaknesses, environmental threats and opportunities, and members’ needs and wants.

Contact Information
For more information, call the OCUL Services Corp. at (800) 486-2917.

Custom Consulting/Training

Executive Summary

OCUL Services Corporation provides consulting/training for your credit union’s needs.  Whether it’s geared toward staff, Management, or Board, we’ll tailor it to your specific requests.  Here are some of the services we offer...

•         Basic Accounting

•         Board of Directors’ Duties and Responsibilities

•         Credit Committee Duties and Responsibilities

•         Credit Union Orientation

•         Credit Union Lending

•         Cross Selling

•         Directors’ Liability

•         Fundamentals of Effective Planning

•         Fundamentals of Management

•         How to Read and Understand Financial Statements

•         Handling Difficult Members

•         Improving and Maintaining Quality Service

•         IRA Programs

•         Maximizing Board Performance

•         Member Relations

•         Preparing a Budget

•         Recruiting and Training Volunteers

•         Security Training

•         Succession Planning

•         Supervisory Committee Duties and Responsibilities

•         Teambuilding

For more information or to obtain a price quote, contact:
For more information, call the OCUL Services Corp. at (800) 486-2917.

Field of Membership

Executive Summary

The OCUL Services Corporation provides facilitators with the skills and expertise to help review current and potential field of membership potentials.   Selecting the correct membership expansion provides progressive credit unions with greater independence from professional and industrial sponsor decisions that are made beyond the credit union’s scope of control.  Consultants provide community narratives and supporting documentation to prove regular and consistent interaction within a potential community.

Cost to Credit Union

$200 - Per hour consulting charge; credit unions affiliated with the Ohio Credit Union League enjoy a 50% reduction in the per hour fee.

Pricing for Community Charter / Community Group expansion based upon community size, type and complexity.  Call for an estimate.

Product Features

Board, Management, or Staff Planning

Includes:              

      Strategic Outlook Meeting.

      Submission package development.

      Member mapping.

      Credit Union name development.

Detail

One key component of credit union success is drive by maintaining a growing and stable field of membership. It's not uncommon for a credit union to find its future in the hands of a sponsor when corporate decision makers are looking out for their bottom line.  By diversifying its field of membership, a credit union can chart its own course on its timeline, not someone else’s.

Selecting the right changes for field of membership can be difficult.  OCUL services consultants bring a proven track record to the table in helping credit unions through the decision making process.  Our consultants have worked with regulators to help find solutions and monitor the progress of client applications.

Product Performance

OCUL Service’s Field of Membership consulting gets the results that credit union professionals are looking for.  Our package development has helped to establish the benchmark for Ohio state chartered submissions.  And OCUL Services price point is significantly below that of national consulting firms.

References

Sandy Hollenberg, CEO

Hamilton City EFCU

309 Court Street

Hamilton, Ohio

(513) 868-5881

Alan McArthur

Towpath Credit Union

645 N. Main Street

Akron, Ohio 44310

(330) 376-7131

William Burke

DayAir Credit Union Inc.

3501 Wilmington Pike

Kettering, Ohio  45429

(937) 643-2160

Contact Information

For more information, call the OCUL Services Corp. at (800) 486-2917.