SERVICES
Taking your organization to the next level
Leveraging decades of experience in strategic investing, fostering innovation, and navigating the unique non-profit credit union landscape, we have the proven expertise to guide your growth investments. Furthermore, we understand that evaluating the multitude of potential opportunities can be costly.
CUSO Edge partners with you to mitigate the significant costs associated with due diligence, whether you ultimately pursue an investment or not, making exploration more accessible.
01
Growth Strategy Coaching
Just as elite athletes leverage coaches to optimize performance, high-achieving C-Suite executives benefit from expert guidance. CUSO Edge provides growth coaching and development resources meticulously tailored to your specific needs, whether you're stepping into a new role or are a seasoned veteran. Our programs are designed to sharpen your strategic approach, potentially incorporating tools like our quarterly performance package to help you effectively position your products and services for sustained growth.
02
Board Governance
Effective board governance hinges on clear policies, but creating them is often tedious. CUSO Edge addresses this through CLEAR GOVERN, our proprietary system implemented by experienced advisors. We collaborate with you to build not just a tailored policy manual, but also a sustainable culture of effective governance. The CLEAR GOVERN framework provides lasting tools that empower your board to maintain appropriate oversight without overstepping, freeing them to engage in high-level strategic partnership with the CEO.
03
Investment Advisory Services
Many credit unions and CUSOs lack the dedicated internal resources for cost-effective initial investment analysis. CUSO Edge investment advisors bridge this gap, assessing the viability of new opportunities and evaluating your existing CUSO investments to identify pathways for growth. When new capital is needed, we also provide critical support, equipping you with professional investor pitch decks, valuations, and a strategic game plan for acquiring funding.
04
Strategic Plan Reengineering
Effective strategic planning involves harnessing collective insights to enhance and evolve company direction, and CUSO Edge provides expert facilitation for this process. Our methodology distinctly honors the CEO’s crucial role as chief plan architect and strategist. Consider us your dedicated strategic partner—akin to a fractional chief strategy officer—specializing in aligning perspectives and contributions across your board, leadership team, and staff. We help secure the unified commitment and buy-in essential for cohesive movement toward your strategic goals.
Supporting a Broad Spectrum of Innovative Service Organizations
Some of our Investments
COMMITTED TO CREDIT UNION & CUSO COLLABORATION
CUSO Edge brings credit union leaders together to collaborate and invest in great companies. In many cases, these companies then help each other succeed. Ideas and innovation drive us to the next opportunity. Born out of the cooperative credit union movement and its mantra of “people helping people,” Credit Union-Owned CUSO Development Group rebranded as CUSO Edge, a name that fits our group's leading edge mindset.
OUR OWNERSHIP
Five Founding Credit Unions in Partnership with Growth Momentum Strategies, LLC
WHY CUSO EDGE?
Meet CUSO Edge President/CEO Dave Adams
Dave Adams has over 40 years of financial services industry experience focused on private company investing, strategic planning, effective board governance, and team building. He was formerly CEO of the Michigan Credit Union League and its subsidiary CU Solutions Group (CUSG).
01
Proven Leadership & Deep Industry Insight
With decades leading CU leagues and CUSOs across multiple states, Dave Adams has respected, award-winning leadership experience within the credit union movement. His extensive background navigating economic cycles, regulatory shifts, and technological changes provides invaluable strategic context and seasoned judgment for current challenges.
02
Focus on Innovation & Business Growth
Recognized for leading with innovation, Dave Adams has a proven track record of creating successful CUSO initiatives and scaling companies into national providers of high-quality solutions. His forward-thinking perspective addresses future industry relevance, emphasizing technology adoption and enhanced collaboration to ensure sustained success.
03
Mastery of Advocacy & Collaborative Strategy
As a 'relentless advocate' with deep experience in state and federal advocacy, Dave Adams expertly navigates the complex political and regulatory landscape impacting credit unions and CUSOs. His career built on fostering collaboration within the cooperative movement provides unique insight into building the internal consensus necessary for strategic success.
