CU Strategic Planning

Apr 232 min read

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...

CU Strategic Planning

Jun 22, 20231 min read

CU Strategic Planning

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...

Celebrating a Decade of Visionary Leadership

CU Strategic Planning

Jun 1, 20232 min read

CU Strategic Planning

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...

CDFI Grant Season Draws to a Close: Hurry Up and Wait

CU Strategic Planning

Apr 14, 20222 min read

Grants and Awards

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

DEI

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...

FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award

CU Strategic Planning

Sep 17, 20212 min read

CDFI

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...

Excite CU Poised to Expand Lending to Consumers and Small Businesses in Low Income Communities

CU Strategic Planning

Sep 12, 20212 min read

CU Strategic Planning

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...

New Partnership with TransUnion Will Help Credit Unions Secure CDFI Grants

CU Strategic Planning

Aug 9, 20211 min read

Partnerships

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

CDFI

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

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

CDFI

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

COVID-19

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

CU Strategic Planning

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

CDFI

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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