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

The Ohio Credit Union League and OCUL Services Corporation no longer offer strategic planning services. The following are recommended strategic planning resources:

The Rochdale Group

The Ohio Credit Union League and The Rochdale Group have partnered to offer Ohio's credit unions consulting and compliance services. Consulting services include strategic planning, CUSO development, and general operations. The array of compliance services include reviews (you choose the exact scope of the review, from a single issue to comprehensive), training, office outsourcing, and education.
Read the brochure
8700 Indian Creek Parkway, Suite 120
Overland Park, KS 66210
(800) 424-4951
info@rochdalegroup.com
 

Condit and Associates, CPA
Gary Condit
27 East Home St
PO Box 608
Westerville, OH 43086-0608
(614) 891-2556

Sara Hanselman
8869 Canada Goose Court
Oak Harbor, OH 43449
(419) 898-2260

Dave Poliquin
3720 Westwind Dr
Dayton, OH 4544
(937) 426-8307

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.