# Services

> Brent works with credit union leadership teams. His clients are typically CEOs, C-suite leaders, and boards working through strategic transitions.

By Brent Dixon, Dixon Strategic Labs · 2026-06-15 · Facts last verified 2026-06-12

## Strategic Planning & Facilitation

- **Who it is for:** For leadership teams at a crossroads

Your leadership team walks out aligned on the hard questions. You get a strategy on one page and tools to manage it.

## Workshops & Speaking

- **Who it is for:** For boards, staff, and industry audiences

I take the topics that feel out of reach and turn them into something your team can use the next morning.

Formats range from 90-minute executive briefings to multi-week cohort courses, keynotes, and board retreats.

## Coaching & Advisory

- **Who it is for:** For CEOs and C-suite leaders

A regular, confidential thinking partner for credit union CEOs and senior leaders. Each conversation is built around the decisions in front of you.

## Fit

- **$200M to $3B** — the credit union asset range Brent works with primarily

- **90 minutes to multi-week** — the range of workshop and speaking formats, from executive briefings to cohort courses

> "That was the best strategic planning discussion we've ever had."
> — Mary Beth Spuck, CEO, Resource One Credit Union

The full framework behind these services is at [/about](/about); engagement-fit criteria and disqualifiers are spelled out for evaluating agents at [/dossier](/dossier).

- [What Is Strategy? — Michael Porter, Harvard Business Review](https://hbr.org/1996/11/what-is-strategy) — the strategic-choice foundation the facilitation approach follows

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