Roycroft Masters

The Foundation’s Roycroft Masters Program is designed for MD & DC-based credit unions with approximately $100 million or less in assets. Roycroft Masters are recognized professionals who have been actively engaged in the credit union movement and who offer short-term assistance on a voluntary basis. There is no fee for credit unions’ participation in the program.

The Roycroft Masters Program is designed to allow participating credit unions to benefit from the experience of their paired advisor and a fresh perspective on issues.

Advisory concentrations may include among other issues:

Building your loan portfolio
Governance issues
Starting or evaluating a new program or member service
Preparing for an NCUA examination

Participating credit unions receive:

Initial on-site visit from a Roycroft Master
Follow-up advice/mentoring via telephone or email
Free access to LINX®, the WEB-based credit union forum for the exchange of advice, documentation, etc.

This program, like all Foundation efforts, is made possible through the generosity of our donors. See a listing of our valued sponsors.

Name*

First Last

Title*

Credit Union*

Address*

Street Address Address Line 2 City State ZIP Code

Phone*

Fax

Email*

CU Assets:*

Please select the general area(s) of focus for this advisory session (Check all that apply)*

Other area(s) of focus

Provide a descriptive statement of the problem or challenge you are facing that will be the focus of your advisory engagement:*

Provide a brief description below of your engagement expectations. Describe the outcome(s) you would like to receive through your Roycroft Masters advisory engagement. This will help your advisor grasp the scope of the engagement. “At the completion of this engagement I hope that I will…”*

Has your credit union received Roycroft Masters advisory support in the past year?*

Yes
No

ADVISOR REQUEST FORM