Meet Carlyn Roy

Owner / Consultant

Leveraging over 40 years of experience in credit unions as well as various community organizations, Carlyn brings real life experience to her work. She is most recognized for transformational leadership achieved by translating key business insights and indicators into action-based plans with buy-in among executives, employees, and board members alike.  

Carlyn’s various executive roles across multiple disciplines enable her to understand the interdependence required for organizational success. Her experience working for, with, and serving on Boards provides a unique perspective. As a CEO, Carlyn led a financial turnaround and cultural renaissance that resulted in a thriving member-focused organization.

Her commitment to mentoring and coaching throughout her career demonstrated her belief in the power of succession planning, even before it became a recognized priority. By actively coaching executives, she fosters a culture of growth and development within organizational teams. This approach not only creates clear pathways for advancement and results in tangible outcomes, it supports a proactive strategy that highlights the significant impact of coaching for organizational success and talent development.

While actively employed in the credit union industry, Carlyn served on multiple ACU, previously CUNA, and League/Trade Association committees, was a founding member of the CUNA Lending Council, has spoken at industry conferences nationally and internationally, and served on the Board of the National Credit Union Foundation. Additionally, she was a contributing editor to three textbook publications. 

She is a graduate of Pacific Lutheran University, Western CUNA Management School, served on the faculty of CUNA Management School, and as a project reader for Western CUNA Management School.

Throughout her career, Carlyn has been an active member of her community.  She has held leadership positions on numerous boards and committees.  Her experiences include serving the industries of healthcare, economic and community development, education, non-profit foundations, and government.

What clients have to say about Carlyn…

“Carlyn met with me and our credit union’s Board of Directors to kick-off a day of strategic planning with a conversation about the Board’s fiduciary responsibility, bylaws, and other important topics.  We all found the discussion informative, helpful, and meaningful.  The Board appreciated Carlyn’s approach and knowledge, and we consider her consultation a great resource.

Charles Thompson, CEO
WCLA Credit Union

“I’ve been fortunate to work with Carlyn as a counterpart credit union CEO and as a consultant.  She has a deep understanding of our industry, having worked with credit unions of all sizes, shapes, and forms.  That experience is incredibly valuable because she can relate to pretty much any board, CU, or CEO scenario and has probably “been there and done that” at some point.”

Scott Prior, CEO
Connection Credit Union