Clients
Our clients run the gamut from a few employees to hundreds, simple in nature to complex, and across North America and Hawaii.
Sample Client Comments
A variety of comments from planning participants and conference attendees.
Planning
“Dan Clark is a knowledgeable facilitator.”
“The board truly worked toward a strategic plan, not operations.”
“We focused on big issues that have been nagging us over the years”
“Use of simple models helped me work with complex ideas. Good set up with small groups and breakout sessions.”
“There was a lot of interaction while still maintaining the focus of the retreat!”
“Better discussion!! This was fertile ground for sharing different ideas. Since we were not developing operating plans we thought strategically.”
“Dan kept us on track, and kept the ideas flowing.”
“Expectations were surpassed. This session was a “fresh” approach to planning and will give us an excellent tool for expanding our previous plans.”
“Kept everyone’s attention; we stayed on track.”
Training
“Caused me to think about challenging our norms such as board packet, meeting agenda, and CEO evaluation.”
–Steven Dunn, Chair, Boeing Wichita CU
“[Dan's] understanding of the material is excellent.”
–Joe Droney, Sr., Chair, Atlantic Financial FCU
“Levity was great. Enjoyed the humor.”
–Janice Phillips, Director, 1st Advantage FCU
“Dan is a fantastic presenter. He is very thorough, easy to listen to, and worth listening to.”
–Marge Ramsey, Secretary, 310 Community CU
“Great ideas on what directors should be doing. Very much to the point.”
“The “dead horse” illustration is good — but when did you observe my board?”
“Board procedures will be changed at our credit union because of what I learned. Also, the focus of our board will be more directed to the macro area.”
“Dan – terrific sessions. You didn’t just philosophize – you’ve been there and you’ve done it. I would recommend it to any chairman or potential chairman.”
“I was impressed in the ability to include everyone, especially those who normally do not contribute.”
“Dan, your presentation (Who’s Driving Credit Unions?) was thought provoking. You had their individual attention.”
“Joan was very helpful! She was knowledgeable and professional.”
“[It was] exciting to look at the future with provocative discussion. ”
“[Dan was] a good speaker with a sense of humor; very dynamic; wonderfully informative.”
“Informative, affirmative, and entertaining — good job!”
“A dynamic, stimulating presentation that provokes thinking, understanding and participation!”
List of Clients
A short list of recent clients and contacts will be included in your proposal.
Here is a partial list of recent planning clients
| AmeriCU | Louisiana FCU |
| CES CU | First Choice CU |
| FAA Eastern Region FCU | Right Choice FCU |
| Florida Hospital CU | Tennessee Valley |
| Generations |
Here is a partial list of credit union planning clients
| Agway | First Entertainment | Old Hickory |
| Arlington | Florida Hospital | Park |
| Bakelite | Friendly | Pearl Harbor |
| Breco | Hawaiian Tel | Portland |
| Broward Schools | Highgrove | Ralphs |
| Burbank | Hotel and Travel Industry | Riverland |
| California State University, L.A. | Holy Rosary | San Antonio |
| Carter | IBM Coastal | SB1 |
| Cheyenne VAF | IBM Southeast Employees | Scott AFB |
| Co-op Services | Jefferson Parish School Board Employees | SGC |
| CSE | Los Alamos | Sun East |
| Dayton Area Schools Employees | Maine State | Sunstrand |
| Eastman | Merck | T & C |
| Educational Community | Micro Switch | Texaco |
| Eglin AFB | Naval Air | Tucson Old Pueblo |
| Ellswood AFB | NGH | Tyndal |
| First Commonwealth | Novartis | University |
| First Community | Ohio Catholic | Valley |
Call now 850-559-7094 to discuss what you want to do, or click here to request a free proposal.
