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Roycroft Masters
ADVISOR REQUEST FORM
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
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
*
Fax
Email
*
CU Assets:
*
Please select the general area(s) of focus for this advisory session (Check all that apply)
*
Operations
Governance
Leadership
Compliance
Facilities
Marketing
Lending
Human Resources
Finance/Investments
Other - please describe below:
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
Δ
X
X