Our Services
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Executive Search
Find a leader that's a perfect fit.
Our work with CDFI credit unions and 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 and its work as a CDFI. Your next leader needs to possess the vision, experience and skills to ensure your credit union thrives.
Executive search for your CDFI credit union, by the CDFI credit union experts.
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.