Financial Services Organizations

The principals of Virtual CEO Consulting have over 50 years experience working with financial institutions, including banks and credit unions.  Our senior partners have held executive positions at some of the country’s biggest banks.  With our recent strategic alliance with CB Resource, we have significantly expanded our consulting services.  Please review our Bank and Credit Union sections below for more information.


Banking and Financial Services

Virtual CEO Consulting Group has forged an alliance to expand our capabilities to meet our bank clients’ needs.
Our bank consulting partner is Community Bank Resource.  Please feel free to visit their website to view our expanded capabilities:  www.cb-resource.com

Virtual CEO provides its bank clients with business and operations improvement solutions supporting:

  1. Strategic Planning
  2. Customer Satisfaction Measurement and Improvement
  3. Leadership Development
  4. Succession Planning
  5. Board Governance
  6. Organizational Effectiveness
  7. Executive Search
  8. Mergers and Acquisitions

Credit Unions

Rising to the challenge of an evolving industry

The Credit Union industry continues to be challenged by an evolving environment.  The industry continues to consolidate.  Direct and in-direct competitive pressure, aging workforce, growing member requirements, mastering board governance, and staying in-front of data security risks are challenging management at new levels.

Virtual CEO Consulting Group recognizes and understands the challenges facing credit union leadership.  Leveraging our decades of financial service industry experience and research, we work closely with credit union executives and their boards to optimize their credit union’s performance.

Virtual CEO provides its credit union clients with business and operations improvement solutions supporting:

  1. Strategic Planning
  2. Member Satisfaction Measurement and Improvement
  3. Leadership Development
  4. Succession Planning
  5. Board Governance
  6. Organizational Effectiveness
  7. Mergers and Acquisitions