 Some of the most successful credit union ventures through the years have come from credit unions willing to collaborate for the greater good. But the press of daily operations, budget constraints and logistical considerations often leave little time to plan opportunities that lend themselves to collaboration. The Rochdale Group was created to fill this vital need. By combining its staff’s technical expertise and extensive knowledge of the credit union industry, The Rochdale Group brings together credit unions and business partners to achieve economies of scale needed to thrive in a fast-changing, competitive environment.
The Rochdale Group is keenly aware of issues and trends affecting our clients’ ability to remain competitive and profitable in an ever-changing financial services marketplace. We currently serve more than 500 credit union related entities (credit unions, corporate credit unions, leagues, CUSOs, associations, councils and other credit union organizations) throughout the United States, Canada and Puerto Rico.
Loan Portfolio Review - TRG can perform a comprehensive assessment of your loan portfolio.
Third-Party Relationship - TRG's Vendor Management Program will provide you with a draft policy and procedures, ready to be tailored to and implemented at your credit union.
Strategic Planning - TRG's industry veterans can assist your credit union through your strategic planning efforts.
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The Rochdale Group boasts expert business consulting and strategic planning support through seasoned professionals with proven experience inside the financial services industry, delivered with personal, consistent attention. |
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In today’s heavily regulated environment, it is critically important that credit unions focus on compliance in order to avoid potentially crippling administrative sanctions, civil money penalties or devastating lawsuits. Through a variety of compliance programs, The Rochdale Group can work to protect your interests and reputation, while minimizing your administrative burden. |
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The Rochdale Group’s Capital Markets practice gives you access to a “credit union friendly” investment banking firm. By approaching structured finance transactions in a collaborative fashion, The Rochdale Group can help you increase earnings and manage liquidity. |
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CLICK HERE for the CA/NV Credit Union League's Survey on Collaboration
Members of the CA/NV Credit Union League, please click on the above link to access the collaboration survey.
Credit Union Journal Article "Why CUs Must Cooperate" Dan Kampen Interview
Read Dan Kampen's interview with the CU Journal on why greater cooperation is going to be vital to the continued success of the credit union movement.
Mike Hale's Interview with the CU Times on Member Business Lending
Read Mike Hales' interview with the CU Times on how small business owners' uncertainty may set the stage for credit unions to pursue. "I think credit unions are well prepared to do more business lending than banks."
Mystery Shopper Program
TRG's "MYSTERY SHOPPER PROGRAM" is designed to measure, track and enhance your organization's sales and service culture from a member's vantage point and is conducted by industry professionals. Learn more by clicking on the link above.
Merger Architecture & Facilitation Services
The demands of successfully maintaining the appropriate scale to remain viable in today's marketplace has forced many credit unions to consider the strategic advantages of a formalized partnership with another institution, and if done correctly, offers a win-win strategy for all stakeholders. IS YOUR CREDIT UNION PREPARED FOR THE OPPORTUNITY?
Outsource Compliance Program
Click on the link above to learn about how our outsource service helps credit unions gain full time compliance support at a fraction of the cost of an in-house compliance officer.
Jane Pannier will be conducting a two day compliance seminar for the Maine Credit Union League in Freeport, Maine on November 18th and 19th. Mike Hales will be facilitating & presenting at the CU Conferences' "Business Lending & Other Business Services Conference," July 13-15 in Williamsburg, VA Jane Pannier will be a featured instructor at the April School in Atlanta, the July School in Chicago and the August School in Columbia Maryland.
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