Our Services
CU
Executive Search
Find a leader that's a perfect fit.
Our work with community development and CDFI credit unions and our deep roots in the industry make our team uniquely suited to finding your next CEO. We vet candidates and only present those that will be a truly good fit for your organization. Our process is efficient and fits your schedule.
Your credit union is committed to community development . Your next leader needs to possess the vision, experience and skills to ensure your credit union thrives.
Executive search for your mission-driven credit union, by the credit union community development experts.
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.
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.