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...
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CU Strategic Planning
- Jun 22, 2023
- 1 min
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...
CU Strategic Planning
- Jun 1, 2023
- 2 min
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...
CU Strategic Planning
- Apr 14, 2022
- 2 min
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, 2021
- 2 min
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...
CU Strategic Planning
- Sep 17, 2021
- 2 min
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...
CU Strategic Planning
- Sep 13, 2021
- 2 min
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...
CU Strategic Planning
- Aug 9, 2021
- 1 min
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, 2021
- 2 min
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, 2021
- 1 min
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, 2020
- 2 min
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, 2020
- 2 min
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, 2019
- 2 min
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, 2019
- 1 min
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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