Although our credit union is several years away from an expected CEO departure, the board and management decided to begin the planning process now. Peter and Deedee from DDJ Myers were selected to help us through the process due to their experience and reputation within the industry.

We haven’t been disappointed. Peter and Deedee provided great insights and fostered valuable conversations during the board facilitation session. The results of that session created an action plan to evaluate and ultimately develop potential future leaders for our credit union. Even though it is up to us to move forward with the development plans, we know we have a great partner in DDJ Myers who is clear goal is to help us be successful.

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