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Client Feedback


  • Bill does an excellent job making a very complex topic easy to understand.

  • A really charismatic speaker:  engaging, knowledgeable.

  • An economist with a sense of humor.

  • An excellent presenter and very informative.

Strategic Planning Facilitation

  • The Board of Directors said it's probably their favorite planning conference so far because they worked towards a decision that helped to advance the credit union's mission while collectively getting smarter.

Speaker Ratings

On a five-point scale, Bill's ratings consistently range from 4.8 to 4.9, with at least 80% assigning a 5, with the remainder at 4s.   

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