MD|DC Credit Union Association Partners Offer Collaborative Strategic Planning Solutions

As credit unions prepare for the coming year, the MD|DC Credit Union Association is offering strategic planning solutions from two strategic partners that will help members position themselves for long-term growth and success.

PlanningProPlanning Pro from CU Solutions Group helps credit unions organize their strategic and operational plans in a cloud-based software product, while Cooperative Strategies offers customized strategic planning focused on performance and people.

“Effective strategic planning is crucial to the wellbeing of every credit union,” said John Bratsakis, President/CEO of MD|DC Credit Union Association. “Planning Pro from CU Solutions Group and Cooperative Strategies can help credit unions navigate the complex planning process to develop robust plans that are impactful and sustainable.”

Planning Pro is an all-in-one tool that that allows stakeholders from each area of the credit union to participate in the planning process. By utilizing strategic planning software, the board, management and staff planning process is managed, monitored and measured through a reliable system that is efficient, transparent and user-friendly. Planning Pro focuses on goals, action steps and key performance indicators and generates comprehensive reports.

logo cooperative strategiesRecognizing that each credit union is different, Cooperative Strategies integrates strategic planning with performance and mindfulness to achieve results. Through engagement and collaboration with credit union individuals and teams, a flexible framework is created that defines a clear direction and goals to achieve sustainable and measurable results. Founder John Parsons has been a credit union CEO, EVP and COO. His partner Steve Joiner is well-known to local credit unions as a former EVP of the DC League and SVP at MD|DC Credit Union Association. He was also President of the CUSO at a $2 billion credit union.


For more information on Cooperative Strategies, contact John Parsons at

For more information on Planning Pro, contact Leslie Poole at