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
-
Guide
Tuesday, January 27, 2026 FI StrategiesSales Camp: A Practical Framework for Building a Sustainable Sales Culture at Your Credit Union
Credit unions across the country know they need to grow, but many struggle to translate “deeper relationships” into consistent, measurable action. This executive overview outlines what it really takes to build a sales culture that aligns with your values and actually sticks. -
Guide
Tuesday, December 2, 2025 FI StrategiesFour Steps to a Culture Your Competitors Can’t Replicate
Most culture initiatives fail because they rely on slogans, perks, or top-down declarations. This guide shows you how to build a culture that shapes behaviors, strengthens alignment, and improves results across your organization. -
Guide
Wednesday, August 27, 2025 FI StrategiesThe Right Kind of Sales
A practical blueprint to shift from service‑to‑sales to an Awareness & Advice model that deepens member relationships and drives growth.
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.