01 · Primary Offerings
Brand
Positioning, identity and brand strategy rooted in what makes you different.
Starting with what is already true about your organization, then making sure every expression of the brand reflects it.
- Positioning and core messaging
- Visual identity and creative direction
- Brand reviews and refreshes
- Shaping the external story
Strategy
A clear marketing strategy and plan that connects effort to growth.
Assessing what is in place, setting clear priorities, and planning the programs and launches that support business goals.
- Annual marketing plans
- Launch and go-to-market plans
- Amplifying key programs and initiatives
- Marketing reviews and roadmaps
Voice
Content and storytelling that people remember, told consistently across formats.
Helping organizations say the right things, in the right channels, on a steady cadence.
- Content planning and editorial calendars
- Purposeful social media
- Media and PR support
- Consistent storytelling across channels
BESPOKE PROGRAMS BUILT AROUND YOUR NEEDS
Brand, strategy and voice come together as needed, shaped around your goals, your audiences and the moments you most need to get right. There’s no standard package. The plan fits the challenge in front of you.
Because Executive Presence Matters.
Executive Branding & Presence
You and your institution’s brand are connected, but they aren’t the same. I help executives and emerging leaders find and refine their voice, and amplify their personal leadership brand.
Marketing Leadership Coaching
The path from marketing leader to executive isn’t taught. It’s learned, usually the hard way. As a former CMO, certified in Leading with Agility (ICA), I can remove some of the friction for emerging marketing leaders.
available to speak.
A credit union industry conference speaker drawing from three decades of experience across industries and sectors.
Built inside the credit union industry. Useful well beyond it.
CREDIT UNIONS & THEIR LEADERS
Amplify trust, growth and influence with members, your community and the industry.
Credit union Suppliers, Associations & Leagues
Organizations that serve credit unions also need a clear, credible voice and pathway to break through the noise and reach decision-makers.
OTHER MISSION-DRIVEN ORGANIZATIONS
The same fundamentals apply to any organization with real substance and a story to reach people who matter.
Back to Fundamentals.
Three decades of brand and marketing work, fifteen of them as a leader inside the credit union industry, including nine years as SVP/CMO of the Credit Union Executives Society (CUES). What I’ve learned is that the essentials don’t change. Know who you are, say it clearly, and show up consistently. Everything else is tactics.
Let’s talk about what your brand can become.
Start with a 20-minute call about where your brand and presence stand today, and what would move them forward.