Empowering Credit Unions to Make a Difference
At CU Strategic Planning, we understand that credit unions are more than just financial institutions - they are community leaders and change-makers. Our team is comprised of credit union experts who are passionate about helping credit unions achieve their missions and make a positive impact in their communities.
Our Story
Founded in 2008, CU Strategic Planning is a women- and LGBTQ-owned business with five partners who have spent their careers working in the credit union industry. Our team of experts has worked together to become the leading provider of CDFI certification and grant writing services. With a strong track record of success, we've helped credit unions win over $945 million in funding and certified over 203 credit unions as CDFIs.
Our Services
At CU Strategic Planning, we offer a range of services designed to help credit unions achieve their missions and make a positive impact in their communities. Our services include:
- CDFI Certification: We will work with your credit union to determine if you meet the standards for CDFI certification and provide recommendations on how to close any gaps to meet required standards.
- Grant Writing: Our team of experts will work with you to develop a comprehensive grant application that showcases your credit union's mission and impact.
- Compliance Reporting: We will help you prepare and submit your Annual Certification Report (ACR) and grant compliance reporting.
- Strategic Planning: Our team will work with you to develop a comprehensive strategic plan that aligns with your credit union's mission and goals.
- Executive Search: We offer a full-service executive search program that will help you find the right candidate for your credit union's leadership team.
- Training and Capacity Building: Our expert trainers will work with your staff to build their skills and capacity to lead and manage your credit union.
Meet the Leadership
We are proud to have a leadership team composed of experienced credit union experts who are dedicated to helping credit unions achieve their missions. Our leadership team includes:
- Stacy Augustine, President
- Mike Beall, Chief Experience Officer
- Shirley Senn, Chief Consulting Officer
- Jamie Strayer, Chief Innovation Officer
Our Approach
At CU Strategic Planning, we take a collaborative approach to working with credit unions. Our team of experts will work closely with you to understand your credit union's unique needs and develop a customized plan to help you achieve your goals. Whether you're looking to certified as a CDFI, apply for grants, or develop a strategic plan, our team is committed to delivering exceptional results.
Join the Thousands of Credit Unions We've Helped
We've had the privilege of working with over 203 credit unions and helping them secure over $945 million in funding. We're proud of our track record of success and look forward to helping your credit union achieve its goals.
Overall Impression
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings. The reviewers praise CU Strategic Planning (CUSP) for their exceptional work in helping credit unions obtain grants, improve their financial performance, and make a positive impact on the communities they serve.
Key Strengths
- Expertise and Impact: Reviewers highlight CUSP's expertise in grant writing, strategic planning, and community development. They note that CUSP's work has a substantial impact on the financial performance of credit unions and the communities they serve.
- Easy to Work With: Reviewers mention that CUSP is easy to work with, up-to-date with relevant issues, and has an incredible track record of successful grant writing.
- Attention to Detail: Reviewers praise CUSP's attention to detail, understanding of unique community challenges, and ability to navigate complex grant requirements.
- Passionate and Effective Professionals: Reviewers describe CUSP as a powerhouse of passionate and highly effective community development professionals who truly care about the credit unions they work with.
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