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
-
Wednesday, August 27, 2025 FI Strategies
The 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. -
Friday, August 8, 2025 FI Strategies
Gen Z in the Workplace: A Challenge? or Your Greatest Opportunity?
Discover how forward-thinking credit unions are transforming their cultures to attract and retain Gen Z talent, and why your long-term success depends on it. -
Wednesday, January 8, 2025 FI Strategies
Creating Unparalleled Returns for Your Members and Employees
Discover how to leverage Map Culture and Compass Culture to help your Credit Union thrive!
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.