Credit Unions

Establishing holistic financial services that transcend typical banking is the pivotal link to fulfilling the community promise of a credit union.

Businesses

Turning managers into coaches is the pivotal link to establishing an efficient workforce that continuously improves.

Schools

Educating students about financial literacy before the burden of adulthood is placed upon them is the pivotal link to sound financial decisions.

Social Services Agencies

Teaching financial literacy through personalized dialog is the pivotal link missing from pamphlets and lectures.

BUSINESS LEADERSHIP & FINANCIAL LITERACY

On a mission to give our clients an advantage: at work, at home, at life. We provide consulting and training services to credit unions, businesses, social services, and schools. The Pivotal Link: You. Empowered.

WE’VE BEEN AROUND THE BLOCK

And back again. We know what works, and what doesn’t. We take a research-based approach and combine it with decades of experience and innovative ideas. Our work is important because of the people and communities we serve. This informs everything we do, from programming to outreach to our day-to-day interactions. The Pivotal Link. You. Empowered.

OUR VALUES

HONESTY

If what you’re already doing is better than what we offer, we’ll let you know. And cheer you on!

INTEGRITY

We do the right thing because it’s the right thing to do. Our job is to ensure you’re empowered in our work together. That might mean it takes longer, or we make less money. It’s our job to get it right, no matter what it takes.

THE JOURNEY

While our work is serious business, we value the journey. It’s not just about what we do, it’s about how we do it.

YOU

Building stronger leaders and communities is our goal. We keep you at the forefront of everything we do. After all, it’s part of our name. The Pivotal Link: You. Empowered.

Loan Officer & Customer

A BETTER APPROACH TO FINANCIAL LITERACY

We started The Pivotal Link because we saw an opportunity to improve the delivery of financial knowledge to credit unions, schools and communities.

The Pivotal Link’s Financial Literacy approach

  1. Take credit unions beyond sales training and referral tracking
  2. Take students beyond banking and budgeting
  3. Take social service agencies’ clients beyond financial distress
Loan Officer & Customer

A BETTER APPROACH TO LEADERSHIP

We started The Pivotal Link’s Leadership program because we identified that inspirational leaders are necessary for a business to realize its full potential.

The Pivotal Link’s Leadership approach

  1. Take management beyond the status quo
  2. Take managers and make them coaches
  3. Take employees and make them teammates
Jen Livestreaming

TECHNOLOGY FOR A CHANGING WORLD

We can’t always get together and interact face-to-face. The Pivotal Link leverages technology to overcome challenges that have made it more difficult to interact in today’s world.

The Pivotal Link’s Core Technologies

  1. Utilize live streaming to share presentations in real time
  2. Share training materials and input over digital platforms
  3. Video conferencing to provide remote training