CU Strategic Planning Chief Consulting Officer Shirley Senn is speaking at the Underground COLLISION: Thriller in Las Vegas on Oct. 26. She'll talk about the credit union philosophy, community development work and credit unions making a difference to remain relevant for their members. MITCHELL, STANKOVIC & ASSOCIATES, I C #standup #creditunions #CDFIs #CUDifference #Thriller
CU Strategic Planning
Financial Services
Tacoma, Washington 5,410 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.
- Website
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http://custrategicplanning.com/
External link for CU Strategic Planning
- 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
Locations
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Primary
535 Dock Street
209
Tacoma, Washington 98402, US
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777 E Tahquitz Canyon Way
200-48
Palm Springs, California 92262, US
Employees at CU Strategic Planning
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Stacy Augustine
President/CEO at CU Strategic Planning
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Michael Beall, ICUDE
CDFI, Credit Union, Governance and Cooperative Expert
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Michele Lenox, CUDE, CDCFC
Community Development Manager CDFI Fund Technical Assistance Program Lead
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Tanya Stephens
Office Manager, CU Strategic Planning
Updates
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Who trains the team to dance while opening a credit union account Mazuma Credit Union ?
Now Mazuma Credit Union you breaking out the dance moves on opening a credit union account!
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Oh Mazuma Credit Union - you had us with the emergency savings and The Cutting Crew!!
Oh Mazuma Credit Union you’re killing me!
11 reactions | Running from responsibility until… you realize you’re fully prepared with an emergency fund! 😅💰 Don’t let unexpected expenses catch you off guard! Start saving with a Mazuma savings account today and be prepared for whatever challenges (or opportunities!) life throws your way. 💰 Because when you have a plan, you can run towards your dreams instead! Insured by NCUA. #EmergencyFund
facebook.com
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We're CDFI credit unions' Easy Button! We do the heavy liftining so you don't have to, but we love what we do and THAT's what makes it easy. Learn more: https://loom.ly/FlDwS8c #creditunions #CDFIs #CUDifference #TestimonialTuesday
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And for our veteran CDFI #creditunions that earned Financial Assistance awards from the CDFI Fund, we have to split them in two groups because the class is so enormous! CONGRATULATIONS!! I-Z today. Industrial Credit Union Innovations FCU Kitsap Credit Union Loyalty Credit Union MERCO Credit Union Michigan First Credit Union NEW HORIZON FEDERAL CREDIT UNION New Orleans Firemen's Federal Credit Union New York University Federal Credit Union Nova Credit Union Ontario Montclair School Employees Federal Credit Union Oswego County Federal Credit Union Pelican State Credit Union Pine Bluff Cotton Belt Federal Credit Union Priority Trust Credit Union REV Federal Credit Union Telhio Credit Union Tennessee Members 1st Federal Credit Union Vantage West Credit Union Veridian Credit Union We Florida Financial
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And for our veteran CDFI #creditunions that earned Financial Assistance awards from the CDFI Fund, we have to split them in two groups because the class is so enormous! CONGRATULATIONS!! A-H today and I-Z tomorrow. Afena Federal Credit Union ANECA Federal Credit Union Arlington Community Federal Credit Union Calhoun Liberty Credit Union Cardinal Credit Union Carolina Foothills Federal Credit Union Central Willamette Credit Union Centric Federal Credit Union CoastHills Credit Union Commodore Perry Federal Credit Union Community Credit Union of Florida Community South Credit Union Connect Credit Union Consolidated Community Credit Union Dade County Federal Credit Union Day Air Credit Union DC Federal Credit Union Empower Federal Credit Union Excite Credit Union Financial Partners Credit Union FirstLight Federal Credit Union Champions First Credit Union Fort Financial Credit Union GNO Federal Credit Union Guardians Credit Union HAWAII CENTRAL FEDERAL CREDIT UNION Hawaii First FCU Heritage Financial Credit Union #CDFIs
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Are you going? This Underground isn't to be missed. Let us know to look for you!
No Credit Union Left Behind | Passionate Advocate for Financial Empowerment | Data and Research Geek | CU Lover for Life | Purpose Chaser | Changemaker
Well here it is October and only 24 more days till the long anticipated Mitchell Stankovic UNDERGROUND COLLISION Thriller at Money20/20. You won't want to miss this day of credit union passion and straighttalk. Thanks to the Underground Collision for inviting me to be on the panel to discuss COURAGE with Barb Lowman, CUDE, Scott Prior, CCUFC and Shellye Carpenter, CCUFC Susan Mitchell Zachary Christensen, CUDE Brandi Stankovic, Ed.D. (she/her) CU Strategic Planning Callahan & Associates, Inc. CU Pride AACUC NLCUP HAPICUP Mariam Torosyan Jonathan Taylor, MBA Joseph Winn Jamie Strayer #noCUleftbehind #ShineALight #peoplehelpingpeople #courage #financialinclusion
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So proud of our first-time winners for the CDFI Fund Financial Assistance awards! Abbey Credit Union Inc Birmingham City Credit Union Bossier Federal Credit Union California Credit Union Casebine Community Credit Union Coastal Credit Union Connections Credit Union Connex Credit Union Democracy Federal Credit Union Desco FCU Erie Federal Credit Union Financial Plus Credit Union - Michigan Financial Resources FCU Green Country Federal Credit Union Greenville Federal Credit Union Hopewell Federal Credit Union MyUSA Credit Union Nuvision Federal Credit Union Pinal County Federal Credit Union Rivermark Community Credit Union Rogue Credit Union Service One Credit Union SESLOC Credit Union Shuford Federal Credit Union SMW 104 FCU Spero Financial Trust Federal Credit Union UNO Federal Credit Union Valley Strong Credit Union Verity Credit Union Y-12 Credit Union Zeal Credit Union #creditunions #CDFIs
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CU Strategic Planning credit unions' FA Awards averaged $133,000 higher than peer credit union grants from the Community Development Financial Institutions Fund (CDFI Fund). We can't wait to see our credit unions put them to work in historically forgotten communities! https://loom.ly/ox4Dwo0 #creditunions #CDFI The Credit Union Connection Stacy Augustine
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WE DID IT! More than $1 billion in assistance to our CDFI credit unions. Congratulations to this year's Community Development Financial Institutions Fund (CDFI Fund) FA Award winners, and thank you to all our credit unions for entrusting us with your certifications and awards applications. Most of all, thank you for the meaningful work you do! #Creditunions #CDFIs #funfriday