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We understand credit unions, because we are credit union people. Founded in 2008, today we're a women- and LGBTQ-owned business with five partners that have worked in credit unions all their lives and over 30 employees across the country.​ We are the CDFI credit union experts - the leader in helping credit unions obtain CDFI certification and win the grants that CDFI designation makes possible. 

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Our experts will work with  your credit union - large or small - to improve your financial performance and impact in the community. We help credit unions achieve missions that make a difference.

As of April 2024, we've joined forces with Callahan & Associates to bring together a wealth of expertise, innovative solutions, and a shared dedication to transforming the credit union movement. 

Our Story

Read about our new strategic alliance with Callahan & Associates, the industry leader in helping credit unions measure performance, identify strategic opportunities, and build collaborative networks, all through a mission-focused lens. 

Our Work in Numbers

203

credit unions certified as CDFIs

$945

Million

in funding for credit unions

397

awards won

Meet the Leadership

Stacy Augustine

President

Stacy Augustine

Mike Beall

Chief Experience Officer

CUDE

Mike Beall

Sharon Hall

Sharon Hall

Shirley Senn

Chief Consulting Officer

CUDE

Shirley Senn

Jamie Strayer

Chief Innovation Officer

ICUDE

Jamie Strayer

Our Team

Joseph (Joe) Brancucci

Executive Vice President, CU Results

Joseph (Joe) Brancucci

Dee Boyd

Senior Coordinator, Business Development

Dee Boyd

Blane Bray

Data Analyst II

Blane Bray

Morgan Bray

Client Relations Coordinator

Morgan Bray

Jennifer Burns

Senior Strategist

Jennifer Burns

Patrick Davis

AVP, Finance

Patrick Davis

Theresa Diffendal

Senior Business Intelligence Analyst

Theresa Diffendal

Aaron Duffy

SVP, Community Advancement

Aaron Duffy

Christine Duncan

Vice President, Grant Compliance

Christine Duncan

Kathleen Falotico

Vice President, Human Resources

SHRM-CP, CDCFC

Kathleen Falotico

Vanessa Henry

Vice President, Marketing & Strategic Communications

Vanessa Henry

Gabriella Huddleston

Client Relations Coordinator

Gabriella Huddleston

Emil Ismayilov

Community Development Manager

CDCFC

Emil Ismayilov

Jess Key

AVP, Client Relations & Project Management

Jess Key

Kristen King

Certification Specialist I

Kristen King

Jamie Koster

Community Development Manager, CDFI Fund Small Dollar Loan Program Lead

CUDE, CDCFC

Jamie Koster

Jessica LaRocca

AVP, Strategic Planning Services

Jessica LaRocca

Michele Lenox

Community Development Manager, CDFI Fund Technical Assistance Program Lead

CUDE, CDCFC

Michele Lenox

Sydney Moreau

Senior Certification Specialist

Sydney Moreau

Roxana Nassiri

Financial Analyst

Roxana Nassiri

Carrie Ostrem

AVP, Certification Services

Carrie Ostrem

Sean Scott

Director of Compliance

Sean Scott

Chip Serna

Community Development Manager

CDCFC

Chip Serna

Maeghan Sevin

Administrative Support Assistant

Maeghan Sevin

Tanya Stephens

Office Manager

Tanya Stephens

Rick Thomas

Vice President, Community Development & Transformation

Rick Thomas

Daniel Turnbull

Senior Financial Analyst

Daniel Turnbull

Christopher Verdosci

Vice President, Business Development

CUDE

Christopher Verdosci

Mark Volz

Director of Business Development, CU Opportunities

Mark Volz

Michael Wilson

Business Intelligence Analyst

Michael Wilson

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CU Strategic Planning got its start in Tacoma, Washington, and since then we've assembled an elite team – the best of the best in the industry. From former trade association executives to turn-around CEOs, they share a passion for making the world a better place by helping credit unions to thrive. 


Our experts are found in 16 different states, and we work with credit unions that lend in all 50, plus D.C. and Puerto Rico.

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We're a growing company and love working with passionate people. 

Work With Us

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