CU Strategic Planning

CU Strategic Planning

Financial Services

Tacoma, Washington 5,445 followers

Unlocking Opportunities for Credit Unions to Change Lives and Their Communities

About us

CU Strategic Planning is the top-performing consulting firm working with credit unions in the field of community development. Collectively, its staff has over 300 years of experience. Through collaboration with its clients, the firm has authored and implemented 397 award-winning applications for CDFI credit unions resulting in $945,000,000 in awards from the US Treasury. As part of its community development consulting, CU Strategic Planning unlocks opportunities for credit unions to change their communities by strategically managing credit unions' transition to the community development business model. This includes DEI strategy, executive recruiting, product and policy enhancement to increase the yield on assets and impacts to the community, and developing pipelines of loans from new community partners.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Tacoma, Washington
Type
Privately Held
Founded
2008
Specialties
Executive Recruiting, CDFI Certification, CDFI Grant Writing, Loan Growth Consulting, Succession Planning, Strategic Planning, ALM Consulting, Product Design, Policy Review, Pricing Review, Competitive Analysis, Market Analysis, Partnership Development , Enterprise Risk Management, Community Summits, and Financial Counseling Strategy

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