CLASS CULTURE, STOP SEARCHING…
We help organizations put culture and performance at the heart of their business. Scroll down for links to our 3 crucial steps to create the culture you want and need
Resources
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White Paper
Wednesday, June 10, 2026 FI StrategiesMergers Are About People: A Practical Guide to Preserving Culture, Trust, and Member Relationships
Learn how successful credit unions navigate mergers while maintaining employee engagement, member trust, and organizational culture. -
Guide
Wednesday, April 29, 2026 FI StrategiesSales Not Just Service: How Credit Unions Drive Growth Through Modern Sales Culture
Service excellence is expected by today’s members, but growth requires more than great experiences. This guide explains how credit unions can embrace sales behaviors that uncover member needs, deliver meaningful financial solutions, and support long-term organizational growth. -
Guide
Monday, March 2, 2026 FI StrategiesFour Meetings Every Leader Should Conduct to Improve Performance and Engagement
Unproductive meetings drain time, reduce engagement, and slow organizational progress. This leadership guide outlines four essential meetings that help leaders strengthen communication, improve coaching effectiveness, and drive measurable team performance
Meet Our Team
Paul Robert
CEO
Denny Graham
Founder and President Emeritus
Angela Prestil, CUDE
Senior Consultant
Jayne Hitman
Senior Consultant
Jennifer Burns
Senior Consultant
Susan Schulz
Senior Consultant
Carla Dawson
Chief Administrative Officer
About FI Strategies
FI Strategies is a small but mighty consulting company with a unique suite of big personalized solutions for you and your organization. Simply stated, our mission is to help our financial institution clients be wildly successful by planning, growing, and creating outstanding experiences for their consumers and employees. Our engagement process allows us to get to know our clients thoroughly, help them become optimally successful, become a "trusted partner" and have some fun along the way.