ABOUT US
BCU Logic LLC was founded to provide financial institutions with a competitive edge. While managing and working with banks, credit unions, and farm credit institutions, we wondered why so many industry products and services weren't effective. We realized many providers lacked real expertise and hands-on experience managing financial institutions*, so we developed our own solutions that produced meaningful competitive advantages.
Our team's financial insitution experience includes:
​
-
Senior executive leadership of bank and credit union turnarounds.
-
​​Consultant to farm credit banks and associations, including comprehensive review of products and services from a major farm credit bank.
-
Coaching of executives and management across a range of roles.
-
Authoring the FDIC's guidance for Market Risk (S Component), Investment Securities & Derivatives, Nondeposit Investment Products, & other subjects.
-
Developing the FDIC's interest rate risk analysis model & securities pricing system.
-
Training over 1,000 bank examiners (FDIC, Fed, OCC, NCUA, & states).
-
​Senior executive roles leading turnarounds of troubled financial institutions.
-
Strategic planning retreat facilitation and strategy review for many clients.
-
​​Management of large, complex investment portfolios.
-
Development of interest rate risk models using many different vendor models.
-
Highly ranked speakers at numerous industry conferences.
-
​​Profitability, performance management, & core system implementations.
-
​​Development of loan & deposit pricing models ranging.
-
​​Leadership of a financial institution software firm with over 2,400 clients.
​​
* One large software/consulting firm claimed extensive financial insitution experience. Actually only one employee... one... had briefly been an assistant branch manager, while a few others had been tellers or customer service representatives. Not one employee had worked in any leadership or development role. Yet the company was providing consulting and training to bank and credit union executives (for high fees) based on zero actual experience or expertise. The company's President actually authored a book on Asset/Liability Management despite having absolutely no experience working for a financial institution or serving on an ALCO. The bottom line? Validate your advisors and vendors before relying on their guidance.



BCU Logic is based in beautiful Palm Beach County, Florida
