Callahan & Associates and CU Strategic Planning Combine To Increase Credit Union Impact
Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit...
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CU Strategic Planning
Jun 22, 20231 min read
CU Strategic Planning Applauds Selection of Ronaldo Hardy as the Next CEO of NACUSO
CU Strategic Planning recognized Ronaldo Hardy’s talents and innovative spirit long before he joined the company as an owner and is proud...
CU Strategic Planning
Jun 1, 20232 min read
Celebrating a Decade of Visionary Leadership
President/CEO Stacy Augustine Marks 10th Anniversary at CU Strategic Planning Milestones are not just markers of time; they signify...
CU Strategic Planning
Apr 14, 20222 min read
CDFI Grant Season Draws to a Close: Hurry Up and Wait
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
Oct 8, 20212 min read
Reflecting our Commitment to Diversity
CU Strategic Planning has changed its employee holiday calendar to more authentically reflect the values of the company. Offices will...
CU Strategic Planning
Sep 17, 20212 min read
FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award
CU Strategic Planning specializes in writing winning grants applications for The U.S. Treasury's CDFI Financial Assistance Awards, but...
CU Strategic Planning
Sep 12, 20212 min read
Excite CU Poised to Expand Lending to Consumers and Small Businesses in Low Income Communities
Excite Credit Union CEO Brian Dorcy says he is “Excited” about achieving Community Development Financial Institution certification. The...
CU Strategic Planning
Aug 9, 20211 min read
New Partnership with TransUnion Will Help Credit Unions Secure CDFI Grants
TransUnion (NYSE: TRU) and CU Strategic Planning announced today a partnership to help credit unions apply for Treasury Department...
CU Strategic Planning
Jun 15, 20212 min read
CU Strategic Planning Wins $115 Million for CDFI Credit Unions
Fully 10% of $1.25 Billion from Rapid Response Program & 29% of CU Awards Credit Union Strategic Planning, the credit union movement’s...
CU Strategic Planning
Feb 24, 20211 min read
CU Strategic Planning Hires and Promotes for Growth
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...
CU Strategic Planning
Sep 11, 20202 min read
Self-Help Takes Advantage of CU Strategic Planning’s HERO Training
HERO is a Community Development-Certified Financial Counseling Program The $9.3 billion Self-Help family of credit unions has contracted...
CU Strategic Planning
Mar 23, 20202 min read
A Message from the Owners
Dear credit union volunteers and professionals, As we all adjust to the widespread implications of COVID-19, better known as the...
CU Strategic Planning
Jul 10, 20192 min read
Ronaldo Hardy Joins CU Strategic Planning: Hardy to Lead Consultancy’s New Diversity and Inclusion
Tacoma, WA – July 10, 2019– Notable credit union speaker and thought leader, Ronaldo Hardy, is poised to make a big impact in financial...
CU Strategic Planning
May 29, 20191 min read
CU Strategic Planning's Jamie Strayer interviewed for CUES Podcast
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...
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