FarWell is pleased to announce that Catie McDonald (formerly Catie Shannon) has joined FarWell as a Senior Strategic Advisor. Catie has more than 15 years of experience in the credit union industry with a heavy focus on developing and implementing comprehensive strategies. This complements FarWell's ongoing work with credit unions on program, project, and organizational change management.
Catie will facilitate planning sessions and develop strategies with credit unions and small businesses, delivering thought leadership and helping companies achieve their goals.
Given her extensive experience and knowledge of the credit union industry, Catie is excited to stay in the industry while bringing FarWell’s additional skills and knowledge to the table.
“Strategy is my passion – and it’s a dream come true to be able to pursue my passion while still getting the opportunity to work with credit unions,” Catie said. “In my time working with credit unions, I consistently get asked what tools or books I use for strategy and execution. I wish it was that simple! It’s about having the right partner, unafraid to ask hard questions, resulting in a customized strategy that makes sense for you. What attracted me to FarWell was their ability to be that partner – who can both create strategy and carry you through execution.”
“Collectively at FarWell there is a deep understanding and knowledge of the credit union market,” said Mel Gillen, Customer & Advisor Experience Officer. “With the addition of Catie McDonald to our team, we are ready to expand into the credit union industry by helping with strategy, execution and realization – bringing ideas to life.”
To learn more about Strategic Planning for Credit Unions from Farwell, download this one pager.
