Experienced Consulting

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Ensuring Alignment

An effective strategic planning methodology and the resonance of the plan itself are critical to the long-term success of your credit union. We will work closely with you and your team in a collaborative process to help you organize your strategic planning meeting, establish a strategic plan, and effectively execute that plan. Our experience in the strategic planning process will ensure that your strategic goals are translated into operational objectives and tactical initiatives that engage the entire organization.
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Building a Growth Engine

We can help you capitalize on growth opportunities - or even create those opportunities - through innovative products, target marketing, informed cross-selling, and leading-edge delivery channels. Whether you’re seeking membership expansion, deeper member relationships, new accounts, increased loan balances or deposit growth, we can help.

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Differentiating through Service

Service is at the very heart of the credit union philosophy. We can help you build an Engaged Service model that will define and establish measureable service protocols, create metrics to assess the results of those protocols, and ensure service excellence on a consistent basis across the organization. This service will fuel the growth engine.

Who We Are

Rock Creek Management Advisors LLC, a consulting firm in northern Virginia, provides management, marketing and financial consulting for credit unions. We offer 30+ years of management expertise in credit unions, savings banks and mortgage banking. Our experience includes cultural transformation, creating an engaged workforce, field-of-membership expansion, increasing the membership base, engaged service, informed cross-selling, building deeper member relationships, balanced scorecard implementation, strategic planning, operations, mortgage lending, consumer lending, credit card portfolio development, marketing, leadership development, coaching, mentoring, team-building, corporate branding, business development, service protocol refinement, service recovery, staff training, career development, policies/procedures, business continuity/disaster recovery planning, new product development and enterprise system conversion. 

Stephen Breed, CEO and founder of Rock Creek Management Advisors, is recognized throughout the financial industry for leadership, innovation, profitability, loan growth, balance sheet diversification, mortgage process refinement, membership expansion, member service excellence, engaged service protocols, informed cross-selling, deposit growth, credit card portfolio building, and expense management. Known as a visionary in cultural transformation and business model refinement, his results include (a) loan balances in the 96th percentile of the peer group; (b) share-of-wallet in the 100th percentile of the peer group; (c) 97.8% household account retention; and, (d) 46% organic increase in membership over a one year period.  In addition, Stephen's approach to strategic planning has given rise to organization-wide engagement with the vision, mission, core values and objectives of the strategic plan.  

Stephen accomplishments as a leader, visionary and innovator are rooted in his open communication style, approachability, affability, and an abiding belief in empowerment coupled with accountability and responsibility. These characteristics, and a deep experience in the financial industry, have resulted in high performing organizations, strong management teams, operational excellence and effective project teams.

Contact us by phone at (888) 970-0216 or email via this website for an initial consultation

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