For leadership teams at a crossroads
Strategic Planning & Facilitation
Your leadership team walks out aligned on the hard questions. You get a strategy on one page and tools to manage it.
Let's talk →Hi, I'm Brent Dixon.
Strategic facilitation for credit unions in the age of agentic AI.
I work with credit union CEOs and boards on strategy that holds up when it meets reality.
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“Brent led the most strategic strategic planning sessions we’ve ever had.”
Ray Springsteen, CEO, Abound Credit Union
What I've found
Three conditions for strategy that holds up.
Group alignment
Each participant shares their views privately before the session. That tells us where the team agrees and where they disagree, so we spend our time reconciling the real gaps.
Prioritized choices
Michael Porter wrote, "The essence of strategy is choosing what not to do." Two or three priorities your team can execute will outperform a long list of initiatives all marked "high priority."
Tested bets
Every strategy is a bet. The question is whether you are improving the odds before you commit. "What would need to be true for this to work?" turns a guess into something you can test, and a tested bet is one your team can adapt when reality shifts.
"Brent was fantastic! I really appreciate how he tailored his presentation for our event, and our audience truly enjoyed it."
"That was the best strategic planning discussion we've ever had."
"Brent is an innovative, forward thinking leader, who inspires the next wave of leadership. I credit Brent as one of the reasons I have found success at such an early age."
"I would unequivocally recommend him as a facilitator and guide for your strategic discussions."
Brent Dixon
I founded Dixon Strategic Labs in 2022 after twenty years working alongside communities and cooperatives, co-designing the systems, gatherings, and tools they use to do their work together. At the United Nations, I built the first innovation lab to serve offices across the Secretariat and co-chaired the UN Innovation Network. One of our projects used machine learning to turn real-time public data into crisis response planning for humanitarian workers. At Singularity University, I mentored and advised teams that secured six-figure funding for their technology startups, one of which was later acquired. At Filene Research Institute, I founded The Cooperative Trust, a community of rising credit union professionals whose original crash of the industry's biggest event became an annual program Filene still runs today. I later led the i3 Innovation program there, mentoring forty senior executives from credit unions across North America through a two-year leadership cohort. I think like a designer, which means I take complex strategy work and make it clear, usable, and built for the people who have to live with it.
I publish AI for FIs, a weekly newsletter on AI for credit union leaders. For speaking engagements, I am represented by Category 6 Consulting.
I live in Oakland, California with my son and a bossy cat named Bug.
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Margaret Wheatley"No matter the problem, community is the answer."
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