Experience On Demand

Our Management Consulting services help improve organizational structure, Internal controls, leadership, and management practices. We work with you to identify areas of improvement, develop a customized plan, and implement change to optimize your business.

Are you encountering a particular business challenge and seeking professional guidance?

You can schedule a one-on-one consulting call. Coaching sessions are conducted via Zoom or phone, providing an opportunity to discuss questions regarding any challenges being experienced. Practical advice tailored to the situation will be offered for immediate implementation.

In addition, we help with smaller scale and low-cost services:

• Review/Assist with your Call Reports, 
• Account Reconciliations, 
• Bank Secrecy Act Testing and Training,
• File Maintenance Reviews,
• Allowance for Credit Loss (CECL),
• Supervisory Committee Duties,
• Budget Forecasting,
• Internal Controls,
• Commercial and Consumer Loan Reviews,
• Asset Liability Management (ALM) back testing or training,
• Discuss questions or overall operations.

The exam review evaluates recently completed examinations or a draft examination that has been received. Conducting a draft exam review enables our guidance to be incorporated promptly during negotiations of the final report with NCUA.

I am available to provide feedback on specific questions regarding the examination and can also identify potential recommended responses for consideration.

Our Risk Management Consulting services help TSG Consulting identify and mitigate business risks. We work with you to develop a risk management plan that fits your business needs and helps you protect your business from potential risks and threats.

Tailored training created for your needs.  Training can be conducted in-person or online or on demand web-based training.  We are experts in adult learning as well as credit unions.

We can train the board, supervisory committee, management, employees and your membership.  

We offer Access Retainers designed to support you with on demand questions and answers for ongoing operations. I can support you during interactions with the NCUA or your state regulator.

These retainers can be customized to ensure optimal service throughout regulatory examinations.

Access may extend to my expanding team of specialists, providing comprehensive expertise.

Prompt assistance is available upon request.

Additionally, my team or I can communicate directly with the NCUA on your behalf as needed.