2 Credit Unions Join O2 Consulting Group for Strategic Initiatives That Lean Into Operational Excellence

Bonnie Ortiz

O2 Consulting Group, a provider of strategies and tools to optimize operational performance and drive sustainable growth, has added two more credit unions to its client family.

Strategic FCU’s engagement will focus on collections operational support with a keen eye on member services, processes and procedures. Services include data gathering and analysis, coordination with collections staff and reporting.

“Collections is a sensitive but critical function of a sustainable credit union. It is a great opportunity to show our values by protecting the credit union’s assets and working with members to resolve their difficulties in ways that serve their best interests, too. Working with O2 Consulting will give us new capabilities for accomplishing those imperatives,” Strategic FCU CEO Jerry Macomber said. Strategic FCU is a $22 million, 1,000- member credit union in Sterling, VA.

OAS FCU, a $275 million, 8,900-member cooperative in Washington, DC., has partnered with O2 to develop a blueprint for operational efficiency and effectiveness, performance management, change management and staff development. The engagement will ensure the translation of credit union objectives into measurable success indicators, aligning goals, strategies and projects to the corporate vision and culture.

“These projects require a combination of leadership and management skills and an understanding of credit union culture, values and strategic plans,” O2 CEO Bonnie Ortiz explained. “We’re pleased and proud that these forward-thinking cooperatives have entrusted us with these responsibilities and opportunities.”

02 Consulting Group provides strategic and operational planning, process improvement and project management services. The CUSO’s team has more than 200 years of combined experience helping executives examine their organizations holistically to best align goals, strategies, people, processes and technology to their vision and values.

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