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Our Approach

Our Approach

With over 25 years experience, Burton CU Consulting gives credit unions one powerful resource for a range of services. From Mergers and Acquisitions, Strategic Planning to Brand and Product Development. We provide solutions for your credit union challenges.

Our approach centers around working directly with credit unions to understand your culture. We partner with you as a staff member, delivering customized strategic solutions that align with your credit union's strategies. This unique perspective becomes the basis for ensuring a credit union's success.

Our Story

Meet the Burton CU Consulting Team

We grew up with credit unions. We've worked in all kinds of positions in credit unions. We know credit unions and honor the credit union movement.

For us, credit unions are the best way to assure that our neighbors, families and communities have a fair and meaningful path to financial success. Like you, we believe in members, not just customers.

Credit unions with bold strategic plans, innovative leaders, empowered staff and engaged leaders mean growth and strength. Partner with Burton CU Consulting to develop your plan to thrive in today's shifting economic and regulatory environment to share the benefits of membership and commitment to outstanding service for your community.

Portrait Doreen Burton

Doreen H. Burton

President & Strategic Consultant

Ms. Burton has more than 25 years of experience working with credit unions across the country ranging from $50M to $2B dollars.

As a credit union member and former credit union marketing executive, she develops and tailors best practices to help your credit union:

  • facilitate strategic planning
  • seek or initiate mergers
  • grow membership
  • develop member relations
  • analyze competition
  • develop a growth strategy
  • convert to community charter
  • brand and re-brand
  • MCIF analysis
  • assess staff and management
  • develop a committed and capable board
  • add and maximize member services

Contact:
[email protected] / 608-838-8275

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Kellie Gibson

Vice President & Strategic Consultant

Ms. Gibson is a credit union professional with nearly 20 years of experience in financial services. She has demonstrated the value of enhancing effective business relationships with credit unions with complex credit union services that maximize revenue streams and long-term profitability.

Ms. Gibson has first-hand experience working with credit unions for a deep understanding of credit union culture to deliver customized solutions that align with a credit union’s strategies and objectives.

As a credit union member and former sales executive with CUNA Mutual Group, Ms. Gibson works with credit unions across the country to:

  • improve and increase member services
  • refine marketing activities
  • seek or initiate mergers
  • increase business development
  • analyze credit union insurance needs

Contact:
[email protected] / 209-480-6534

 

Start on the Path to Your Credit Union's Growth & Success

Let us turn your credit union's challenge into an opportunity. From marketplace assessment to branding to mergers, we'll outline a step-by-step process with you and your team to reach your goals.