Our Services

Executive Search

Find a leader who fits your members and your mission.

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Credit union leadership is in the middle of a generational transition. More than half of sitting CEOs are expected to retire or step away by 2030, and NCUA rules now require formal succession plans. For community development-focused credit unions, choosing the right executive leadership is one of the most consequential decisions an organization will make.

Our team has decades of experience building relationships with hundreds of community development and CDFI credit unions. Our executive search practice grows directly from those relationships, giving us the context, industry knowledge, and network to find leaders who are truly the right fit for your credit union.

Executive search for your mission-driven credit union, by the credit union community development experts.

Deep CDFI expertise.

We understand the operational, regulatory, and mission complexities of community development credit unions, and the type of leadership required to navigate them.

Embedded relationships.

Executive search is often a natural extension of existing strategic work. Our familiarity with an institution, its board, and its culture means we search with greater context and continuity.

Full C-suite scope.

We place CEOs, CFOs, COOs, CMOs, CLOs, and other senior leaders, because leadership transition rarely stops at one position.

Integrated support.

Our work can include planning sessions before and after the search, onboarding facilitation, and board alignment to ensure the placement succeeds beyond the hire.

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Case Study - SkyPoint Federal Credit Union

When SkyPoint Federal Credit Union prepared for a CEO transition, the board needed more than an experienced executive. They sought a bilingual, locally rooted leader with proven community development expertise who could build on recent certification, grant success and regional expansion. A rigorous, data-informed and human-centered search resulted in the placement of a mission-aligned CEO with deep community ties and a long-term vision.

Download the Case Study

Case Study - O Bee Credit Union

When O Bee needed a new CEO, the board wanted to ensure it would be a leader who could protect that uniqueness, grow the business and carry forward its mission of community impact. And they wanted to find that leader in under 90 days. CU Strategic Planning ensured they found the proper fit for their credit union, even on an accelerated timeline.