Dr. Sollenberger has assisted a number of credit unions through the assessment process described and developed in his publications on the topic. He is available for advice on the process or for a more hands-on involvement within a credit union.

Many credit unions have adapted his methodology to their own situations and for their own preferences. Most have implemented the basic approach. The methodology is developed in the CUNA CFO Council White Paper:

Strategic Planning for Ideal Capital in the New Economy, CUNA CFO Council White Paper, August 2009. A revised and updated version of A Strategic Approach to Ideal Capital: Building a Consensus, CUNA CFO Council White Paper, June 2007

For assistance with this project, please e-mail Dr. Sollenberger:

Sollenberger@SollenbergerAssociates.com