John Oliver is the founder and principal of CUplanning.com. His career in the banking industry spans over forty years, working both in Europe and the United States. Over the past twenty years he has built a thriving consulting practice with focus on strategy development, change management and corporate governance in the financial services sector.
John’s passion lies in strategic management consulting and he is responsible for the creation, design and implementation of his company’s highly-regarded FIplanner strategy-development process for community banks, and the similar CUplanner process for credit unions. The goal of these comprehensive processes is to focus on the practical rather than the conceptual and to develop meaningful, data-driven, and measurable strategies to guide organizations through these most challenging times and into a viable and relevant future. His processes have been hailed as “a logical, step-by-step process without all the abstractions that are so often involved.”
John is the author of the book What Really Is Expected of Me–The Directors Guidebook and has contributed to strategy-related articles in numerous financial services publications. Over the last two decades he has addressed bankers and board members from all over the world. His consulting services have been successfully utilized by institutions of all sizes and types, from small community-based organizations to major multi-national institutions. His passion and enthusiasm as a speaker serve to make difficult topics both compelling and thought-provoking.