Page 37 - 2021 CU Solutions Group Annual Report

CUSG STRATEGIC ADVISORY SOLUTIONS LLC,
2020 YEAR IN REVIEW

Playing to its strengths, CUSG Strategic Advisory Solutions quickly developed
an array of scalable digital consulting tools that could easily transition to hybrid
options as credit unions’ needs have continued to evolve at a rapid pace over the
past year. Its consultative, client-centric approach continues to help credit unions
overcome challenges in the areas of leadership, strategy and risk management.

The virtual consulting site eAdvisory proved to be a safe and accessible way
for credit unions of all sizes to benefit from Strategic Advisory’s planning and
risk management expertise during the pandemic. The more than 30 resources
include templates, DIY event and training kits, hybrid training seminars, required
compliance training bundles and digital downloads. Eleven videos were produced
for the free Compliance Cares series and a Knocking COVID-19 Out of the
Workplace staff training kit was deployed with a video addressing CDC-
recommended topics. A successful governance, risk and compliance forum
and other online events are proving the versatility of these solutions and the
need in the industry for expert consulting during a tumultuous time.

CU Risk Intelligence hosts the leading GRC platforms for credit unions —
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AffirmX , ComplySight and CU Vendor Management. Efforts in 2020 were
focused on COVID-related regulatory amendments, development of new and
enhanced risk assessments, and increased risk management and compliance
availability through more league partners. Improved support was given to users
and authorized resellers with how-to videos, newsletters and group meetings.

Our experts continue to collaborate with leaders to drive change, help make
tough decisions and implement key development strategies. Their high energy,
dedication and conviction that credit unions can come through the current
challenges stronger continues to serve client credit unions well.

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