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.
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.
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.
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.

CLICK HERE To Request the "Member Business Lending Independent Review" White Paper
The Requirements for Independent Review of a Credit Union's Business Lending Process and for Independent Loan and Portfolio Review.

Download "The Interdependent Credit Union" White Paper A Rationale & Blueprint for the Design & Development of a Collaborative Business Model for the Reduction of Common Operating Expenses" by Rochdale Group Partner Michael Hales.

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.

George Towle will be speaking on the topics of: Future Trends and the Impact on Credit Unions & Volunteer Fiduciary Responsibilities, October 8 - 10th.

George Towle will be speaking at the Credit Union Association of NY CEO Summit, November 18 & 19th.

Jane Pannier will be conducting a two day compliance seminar for the Maine Credit Union League in Freeport, Maine on November 18th and 19th.