We understand credit unions, because we are credit union people. Founded in 2008, today we're fully employee-owned business with experts that have worked in credit unions all their lives and our team of 36 associates spans the country. We are the CDFI credit union experts - the leader in helping credit unions obtain CDFI certification and win the grants that CDFI designation makes possible.
Our experts will work with your credit union - large or small - to improve your financial performance and impact in the community. We help credit unions achieve missions that make a difference.
As of April 2024, we've joined forces with Callahan & Associates to bring together a wealth of expertise, innovative solutions, and a shared dedication to transforming the credit union movement.
Our Story
Read about our new strategic alliance with Callahan & Associates, the industry leader in helping credit unions measure performance, identify strategic opportunities, and build collaborative networks, all through a mission-focused lens.
Our Work in Numbers
203
credit unions certified as CDFIs
over
$1 Billion
in funding for credit unions
517
awards won
Meet Our Team
Stacy Augustine
President
Mike Beall
CUDE
Chief Experience Officer
Chelsea Best
Community Development Manager
Dee Boyd
Senior Coordinator, Business Development
Joseph (Joe) Brancucci
Executive Vice President, CU Results
Blane Bray
Data Analyst II
Morgan Bray
Client Relations Coordinator
Jennifer Burns
Senior Strategist
Patrick Davis
AVP, Grant Finance
Theresa Diffendal
Senior Business Intelligence Analyst
Aaron Duffy
SVP, Community Advancement
Christine Duncan
Vice President, Grant Compliance
Kathleen Falotico
SHRM-CP, aPHR
Vice President, Learning & Development
Vanessa Henry
Vice President, Marketing & Strategic Communications
Gabriella Huddleston
Client Relations Coordinator
Jess Key
Vice President, Program Management
Kristen King
Certification Specialist I
Jamie Koster
CUDE, CDCFC
Community Development Manager, CDFI Fund Small Dollar Loan Program Lead
Jessica LaRocca
CUDE, CDCFC
AVP, Strategic Planning Services
Michele Lenox
CUDE, CDCFC
Community Development Manager, CDFI Fund Technical Assistance Program Lead
Sydney Moreau
Senior Certification Specialist
Roxana Nassiri
Financial Analyst
Carrie Ostrem
AVP, Certification Services
Sean Scott
Director of Grant Compliance
Chip Serna
CDCFC
Community Development Manager
Leah St. Onge
Data Analyst
Tanya Stephens
Office Manager
Jamie Strayer
ICUDE
Chief Innovation Officer
Rick Thomas
Vice President, Community Development & Transformation
Daniel Turnbull
Senior Financial Analyst
Jesstin Valentine
Administrative Support Assistant
Syd Van Buren
Client Relations Coordinator
Christopher Verdosci
CUDE
Vice President, Business Development
Mark Volz
Director of Business Development, CU Opportunities
Eileen Wilson
Data Analyst
Michael Wilson
Business Intelligence Analyst
CU Strategic Planning got its start in Tacoma, Washington, and since then we've assembled an elite team – the best of the best in the industry. From former trade association executives to turn-around CEOs, they share a passion for making the world a better place by helping credit unions to thrive.
Our experts are found in 16 different states, and we work with credit unions that lend in all 50, plus D.C. and Puerto Rico.
Work With Us
We're a growing company and love working with passionate people. Open positions will be posted here.