Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit...

CU Strategic Planning recognized Ronaldo Hardy’s talents and innovative spirit long before he joined the company as an owner and is proud...

President/CEO Stacy Augustine Marks 10th Anniversary at CU Strategic Planning Milestones are not just markers of time; they signify...

With the click of the “Submit” button on the last of our client FY2022 CDFI FA and TA grant applications, our most intense season is at a...

CU Strategic Planning has changed its employee holiday calendar to more authentically reflect the values of the company. Offices will...

CU Strategic Planning specializes in writing winning grants applications for The U.S. Treasury's CDFI Financial Assistance Awards, but...

Excite Credit Union CEO Brian Dorcy says he is “Excited” about achieving Community Development Financial Institution certification. The...

TransUnion (NYSE: TRU) and CU Strategic Planning announced today a partnership to help credit unions apply for Treasury Department...

Fully 10% of $1.25 Billion from Rapid Response Program & 29% of CU Awards Credit Union Strategic Planning, the credit union movement’s...

Up to 20 new hires this year! For more than a decade, credit unions have discovered the full suite of services CU Strategic Planning has...

HERO is a Community Development-Certified Financial Counseling Program The $9.3 billion Self-Help family of credit unions has contracted...

Dear credit union volunteers and professionals, As we all adjust to the widespread implications of COVID-19, better known as the...

Tacoma, WA – July 10, 2019– Notable credit union speaker and thought leader, Ronaldo Hardy, is poised to make a big impact in financial...

Jamie had the opportunity to sit down with CUES' James Lenz to discuss CDFI status in their latest podcast. Listen below and you'll learn...