O2 Consulting Group

📢 𝗡𝗲𝘄 𝗕𝗹𝗼𝗴: 𝗪𝗵𝘆 𝗖𝗿𝗲𝗱𝗶𝘁 𝗨𝗻𝗶𝗼𝗻𝘀 𝗠𝘂𝘀𝘁 𝗔𝗱𝗮𝗽𝘁 𝘁𝗼 𝟮𝟬𝟮𝟱’𝘀 𝗨𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝗶𝗲𝘀 📢 ⚡ Economic shifts, 📉 interest rate volatility, and ⚖️ stricter CFPB oversight are reshaping the financial landscape. Is your credit union prepared? Now is the time to reassess and adapt your strategy for long-term success. 📖 Read the full blog to stay ahead: https://lnkd.in/gaP79x66 💡 Need help facing these changes? O2 Consulting Group is here to support you! #CreditUnions #StrategicPlanning #O2Consulting #FinancialServices 🚀

𝗗𝗜𝗬 𝘃𝘀. 𝗣𝗠𝗢 – 𝗪𝗵𝗮𝘁 𝘄𝗮𝘀 𝗬𝗼𝘂𝗿 𝗤𝟭 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵? As Q1 wraps up, many credit unions and financial institutions are evaluating their project progress. If your 𝗗𝗜𝗬 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 has left you stuck, behind schedule, or struggling with execution, it might be time to rethink your strategy. A 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗢𝗳𝗳𝗶𝗰𝗲 (𝗣𝗠𝗢) provides the structure, expertise, and momentum needed to turn ideas into action—fast. If you’re feeling the pressure to get your Q2 projects moving, O2 Consulting can help you get started sooner than you think - https://lnkd.in/gqX5sGYC Let’s turn your strategy into execution. Reach out today. #PMO #ProjectManagement #CreditUnions #StrategyExecution #Leadership #Q2Success

🌟 𝗧𝗲𝗮𝗺 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁: 𝗠𝗲𝗲𝘁 𝗢𝘂𝗿 𝗦𝘂𝗽𝗲𝗿𝗵𝗲𝗿𝗼, 𝗕𝗼𝗻𝗻𝗶𝗲 𝗢𝗿𝘁𝗶𝘇! 🌟 At O2 Consulting Group , we’re excited to feature a superhero from our incredible team each month. This month’s spotlight shines on Bonnie Ortiz, our Founder & CEO—aka Wonder Woman! With 40+ years of experience in business management and leadership, Bonnie is a powerhouse in operational strategic planning, process improvement, and project management. After serving over a decade as COO at Partnership Federal Credit Union, she founded O2 Consulting Group, a CUSO dedicated to helping mission-driven credit unions align strategy, people, processes, and systems to drive long-term, sustainable success. 💬 𝗠𝗼𝘁𝘁𝗼: "𝗜 𝗮𝗺 𝗽𝗼𝘄𝗲𝗿𝗵𝗼𝘂𝘀𝗲 𝗯𝗲𝗵𝗶𝗻𝗱 𝗰𝗵𝗮𝗻𝗴𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗳𝗼𝗿 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗮𝗻𝗱 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀." Join us in celebrating Bonnie, a fearless leader who is always reaching for goals and achieving high performance!👏⚡ #TeamSpotlight #SuperheroOfTheMonth #WonderWomanOfChange #Leadership #CreditUnions #ChangeManagement #OperationalExcellence

🔹 𝗗𝗜𝗬 𝗼𝗿 𝗣𝗠𝗢? 𝗛𝗼𝘄 𝗚𝗣𝗢𝗙𝗖𝗨 𝗠𝗮𝗱𝗲 𝘁𝗵𝗲 𝗦𝗺𝗮𝗿𝘁 𝗖𝗵𝗼𝗶𝗰𝗲! 🔹 When GPOFCU set out to convert their card processing, they quickly realized a DIY approach wasn’t the best path forward. With tight timelines & complex vendor coordination, CEO Stephanie M. Covington made the strategic decision to partner with Bonnie Ortiz of O2 Consulting Group Consulting Group—and the results speak for themselves. The right project management makes all the difference. Read how GPOFCU ditched DIY and achieved success with a PMO-led approach: https://lnkd.in/gN2PnQXh #CreditUnions #PMO #ProjectSuccess #O2Consulting #Leadership #Fintech

💖 𝗧𝗵𝗶𝘀 𝗩𝗮𝗹𝗲𝗻𝘁𝗶𝗻𝗲’𝘀 𝗗𝗮𝘆, 𝗙𝗮𝗹𝗹 𝗶𝗻 𝗟𝗼𝘃𝗲 𝘄𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗖𝗿𝗲𝗱𝗶𝘁 𝗨𝗻𝗶𝗼𝗻 𝗔𝗴𝗮𝗶𝗻 – 𝗪𝗶𝘁𝗵 𝗢𝟮 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴! 💖 Love isn’t just for partners; it’s for the mission, vision, and heart of your credit union too! At O2 Consulting Group , we know that real transformation starts with passion, purpose, and people. This Valentine’s Day, let’s rekindle that love for your credit union by: 💡 Innovating systems for greater efficiency 💼 Building stronger teams with operational strategies that stick 🚀 Empowering members with next-level experiences Ready to start your love story? 💌 Connect with us today! #ValentinesDay #LoveYourCU #CreditUnionTransformation #O2Consulting #SuccessInStrategy #MissionDrivenLove

🌿 On Groundhog Day last week, Punxsutawney Phil saw his shadow, predicting six more weeks of winter. ❄️🐾 𝗔𝗿𝗲 𝘆𝗼𝘂𝗿 𝟮𝟬𝟮𝟱 𝗴𝗼𝗮𝗹𝘀 𝗮𝗹𝘀𝗼 𝘀𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝘀𝗵𝗮𝗱𝗼𝘄𝘀, 𝗳𝗮𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗮𝘀 𝗯𝗲𝗳𝗼𝗿𝗲? Or are you ready to break free from the cycle and drive real change? 🌥️➡️☀️ At O2 Consulting Group , we help credit unions move beyond operational setbacks and step into a future of sustainable growth and transformation. Don’t let your goals hibernate—let’s make 2025 the year of progress! Ready to emerge from the shadows? Let’s connect. 🚀🔗 #GroundhogDay #StrategicPlanning #CreditUnionGrowth

 𝗗𝗜𝗬 𝘃𝘀. 𝗣𝗠𝗢: 𝗪𝗵𝗶𝗰𝗵 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝘀 𝗕𝗲𝘁𝘁𝗲𝗿 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗳𝗼𝗿 𝗬𝗼𝘂𝗿 𝗖𝗿𝗲𝗱𝗶𝘁 𝗨𝗻𝗶𝗼𝗻? Is your credit union tackling major projects in-house, or is it time to bring in a Project Management Office (PMO)? In her latest CUInsight.com article, Bonnie Ortiz of O2 Consulting Group breaks down the 𝟱 𝗸𝗲𝘆 𝗳𝗮𝗰𝘁𝗼𝗿𝘀 𝗰𝗿𝗲𝗱𝗶𝘁 𝘂𝗻𝗶𝗼𝗻𝘀 𝗺𝘂𝘀𝘁 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘄𝗵𝗲𝗻 𝗰𝗵𝗼𝗼𝘀𝗶𝗻𝗴 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗗𝗜𝗬 𝗮𝗻𝗱 𝗮 𝗣𝗠𝗢. From project complexity to vendor management, the right approach can mean the difference between success and setbacks. 📖 Read the full article to make the best choice for your credit union’s future! - https://lnkd.in/gG76q4qg #CreditUnions #ProjectManagement #PMO #Leadership #O2Consulting #CUInsight

🌟 𝗧𝗲𝗮𝗺 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁: 𝗠𝗲𝗲𝘁 𝗢𝘂𝗿 𝗦𝘂𝗽𝗲𝗿𝗵𝗲𝗿𝗼, 𝗧𝗲𝗿𝗲𝘀𝗮 𝗞𝗻𝗼𝘅! 🌟 At O2 Consulting Group , we’re excited to feature a superhero from our incredible team each month. This month’s spotlight shines on Teresa Knox, our Senior Associate, aka ElastiGirl! 💬 𝗠𝗼𝘁𝘁𝗼: "𝗜 𝗰𝗮𝗻 𝘀𝘁𝗿𝗲𝘁𝗰𝗵 𝗯𝗲𝘆𝗼𝗻𝗱 𝗹𝗶𝗺𝗶𝘁𝘀 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘆𝗼𝘂𝗿 𝗰𝗿𝗲𝗱𝗶𝘁 𝘂𝗻𝗶𝗼𝗻'𝘀 𝘀𝘂𝗰𝗰𝗲𝘀𝘀—𝗻𝗼 𝗷𝗼𝗯 𝗶𝘀 𝘁𝗼𝗼 𝗯𝗶𝗴 𝗼𝗿 𝘁𝗼𝗼 𝘀𝗺𝗮𝗹𝗹!" With over 40 years of experience in the financial field and specialized knowledge in credit union operations, Teresa partners with our Strategic Consultants to tackle process improvement and project management initiatives. From her early career at Har-Co Credit Union, where she rose to VP of IT and Operations, to her roles as a Client Advocate at Horsetail Technologies and Digital Innovation Inc., Teresa has consistently demonstrated her flexibility, adaptability, and expertise. Whether it’s member services, lending, collections, or business technology, Teresa’s ability to shapeshift to meet any challenge ensures our clients are always supported and positioned for success. #TeamSpotlight #ElastiGirlInAction #CreditUnionExpertise #SuperheroOfTheMonth

𝗛𝗼𝗻𝗼𝗿𝗶𝗻𝗴 𝗗𝗿. 𝗠𝗮𝗿𝘁𝗶𝗻 𝗟𝘂𝘁𝗵𝗲𝗿 𝗞𝗶𝗻𝗴 𝗝𝗿. Today, we celebrate Dr. King's legacy of equality, justice, and unity. At O2 Consulting Group , we are inspired by his vision as we help credit unions create inclusive, purpose-driven change. Let’s continue building bridges and fostering progress together. #MLKDay #Leadership #Equality #Inspiration

🚀 𝗗𝗜𝗬 𝘃𝘀. 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝘀 - https://lnkd.in/e9Ep4yte We’re excited to share an enlightening conversation featuring Bonnie Ortiz, CEO of O2 Consulting Group Consulting Group, and Stephanie M. Covington, CEO of GPO Federal Credit Union, as they join Mike Lawson on CUBroadcast! 🎙️ In this episode, Bonnie and Stephanie dive into the challenges credit unions face when managing large-scale projects. Their insights on DIY vs PM are a must-hear for credit unions striving for operational excellence. 🎥 Don’t miss the full episode! Watch now and share your thoughts in the comments below. 👇 - https://lnkd.in/e9Ep4yte