Our Consultant Team

Susan is principal of Susan Brunner & Associates, LLC, specializing in planning and implementing community development initiatives. Susan applies entrepreneurial concepts and business development skills to build strategic collaborations and partnerships that promote economic opportunity for credit unions, businesses, organizations and communities. Susan’s experience as a small business owner for more than twenty years along with her extensive experience in marketing as well as non-profit and community development, brought her to the credit union industry more seven years ago... Read More

Luis Caballero has more than 15 years of experience working in the credit union industry and non-profit sector.  Throughout his career, Mr. Caballero has implemented successful asset building programs and lending initiatives specific to the needs of LMI consumers and underserved communities.  Some of these initiatives include: Volunteer Income Tax Assistance Program (VITA), Low Income Tax Clinic, Affordable Housing Programs, Financial Education Programs, Individual Development Accounts (IDA), Alternative Payday Loan Programs, Affordable Auto Loan Programs, Hispanic outreach  programs, and the CDFI Fund FATA program. Mr. Caballero’s grant writing efforts ... Read More

Steven L. Dahlstrom is the principal of S. L. Dahlstrom Consulting.  Dahlstrom is the recently retired CEO of the Spokane Teachers Credit Union (STCU).  Over his 30 year career at STCU, Dahlstrom guided the credit union's growth from $20 million to over $1.5 billion in assets.  Dahlstrom's accomplishments range from election to CUNA's Board of Directors to being named Credit Union Professional of the Year by the Washington Credit Union League. Dahlstrom is available to consult on executive coaching, strategic planning, organizational development and project planning... Read More

Robert Fenner's experience includes 37 years as an attorney for the NCUA, the last 27 of those years as NCUA's chief legal officer. Fenner's experience in credit union law and regulation as well as examination and supervisory issues is unparalleled. Professional recognition includes the NCUA Board's Gold Medal for Meritorious Service and the Federal Bar Association's Banking Law Committee's Richard Peterson Award for contributions to financial institutions law and policy. Fenner is available to consult on strategic planning, the legal and fiduciary responsibilities of directors and officers, regulatory compliance, FOM expansion, low income designation and applications to state and federal... Read More

Terry Ratigan leads fundraising efforts for Inclusiv and plays an important role in program development, training, technical assistance, managing Inclusiv’s Housing Counseling Network and Inclusiv’s advocacy work. As a member of the Inclusiv/Network consulting services team, he provides expertise on CDFI certification, recertification, grant writing, strategic planning CDCUs around the country. In 2008, Terry worked with Bill Myers to develop the Emerging Markets Review (EMR), an analytical tool that helps credit unions to grow by expanding services throughout their field of membership.  In 2009 he developed a statistical random sampling methodology for  ... Read More

Sarah Sanders has worked to improve the organizational strength and financial position of nonprofit organizations and CDFIs for over eight years. Sarah has extensive experience conducting market research and recommending growth strategies. She has assisted over 30 mission-driven organizations with market analyses tailored specifically to their organizational needs. She is an effective fundraiser and has obtained over $30 million in government and foundation grant funding and tax credit authority for clients. Sarah is an experienced group facilitator who enjoys guiding strategic planning exercises, board working sessions, classroom training and delivering research findings and project presentations... Read More

Gregg. D. Stockdale received his BS from Central Michigan University in Management/Economics and his MBA from Central Michigan University. Gregg fell in love with credit unions because of his position as an Examiner for the NCUA. Since then, he has worked in credit unions of all sizes and in most all positions. He has a well-rounded grasp of the inner-workings of credit unions and the interrelationships of how the core products drive the bottom line. He was the President and CEO of 1st Valley Credit Union from 1999 to 2015. 1st Valley CU is a LICU/ CDCU/ CDFI, which serves the residents of San Bernardino County. 1st Valley CU offers a full range of services while trying to find unique programs to enhance member’s wellbeing. Prior significant position was as the President and CEO of Master Printers Section Credit Union for 14 years, ... Read More

Since 1987, Randy C. Thompson has been providing commercial lending training and support to credit unions throughout the US, including training through the state Credit Union Leagues of Utah and Idaho.  In 2013 Thompson received the Kim Bannon Eternal Flame award from the California Credit Union League in recognition of his service and support to credit unions.  Thompson is available to consult on asset liability management, assessment of lending programs, profitability models, strategic planning, marketing and training.  Thompson is President/CEO of Thompson Consulting & Training, Inc... Read More

Carl Windom has over 27 years of regulatory experience, working as an economic development specialist with the National Credit Union Administration. In this capacity, he routinely trained credit union industry personnel, trade organizations and NCUA employees on topics such as: consumer compliance regulations, foreclosure prevention, financial education programs, accounting, auditing, management, balance sheet analysis, strategic planning, succession planning, marketing best practices, revenue and expense budgeting, partnership development and collaborations and CDFI grants programs. Carl has been a Consultant and New Charter Specialist with Inclusiv/Network since 2012. ... Read More