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 more than 330 award-winning applications for CDFI credit unions resulting in $800,000,000 in US Treasury CDFI Awards.

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.

Banking

Consulting

Credit

CU Strategic Planning

CU Strategic Planning's headquarters in Tacoma, WA, United States

Stacy Augustine

Tanya Stephens

Rick Thomas

Kathleen Falotico

Joseph Brancucci

The Leadership Team at CU Strategic Planning guides the firm's strategic direction and oversees the implementation of innovative solutions for credit unions. Comprised of experts in community advancement, human resources, business development, and marketing, this team collaborates to enhance organizational effectiveness, spearhead community impact initiatives, and ensure compliance with grant regulations, ultimately driving the firm’s mission to empower credit unions in community development.

Leadership Team

The Community Development Team at CU Strategic Planning focuses on empowering credit unions to effectively transition to community development business models. This team collaborates closely with clients to enhance diversity, equity, and inclusion (DEI) strategies, refine executive recruitment processes, and optimize product offerings. They also work on developing strategic partnerships to boost loan pipelines and maximize positive impacts on the communities served, all while securing grant opportunities to fund these initiatives.

Community Development Team

The Compliance and Regulatory Team at CU Strategic Planning ensures that credit unions adhere to all relevant regulations and compliance standards while transitioning to the community development business model. This team is responsible for overseeing grant compliance, managing certification processes, and providing guidance on policies to enhance operational excellence. Through their expert oversight, they help credit unions navigate complex regulatory landscapes, ultimately fostering sustainable community impact.

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CU Strategic Planning

Org chart

Teams

Leadership Team

Community Development Team

Compliance and Regulatory Team

Offices

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CU Strategic Planning

Org chart

Teams

Leadership Team

Community Development Team

Compliance and Regulatory Team

Offices

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