Our Work in Action


The difference that CU Strategic Planning makes for our clients, and in turn with their members, is clear. You can see evidence of that in the research we’ve compiled into white papers, our case studies, and member impact stories. If you'd like to learn even more about how we can make an impact on your bottom line and your community, please contact us.

White Papers & Webinars


Our experts have published research that explains how we're able to, for instance, win over $120,000,000 in grants for 137 credit unions (among other accomplishments).

Case Studies


Our clients range from $1 million to $11 billion in asset size, and our work with them runs the gamut from strategic planning and product development to CDFI grants and DEI consulting.

Member Impact Stories


You're there to help your members. Sometimes the best way to see how CU Strategic Planning can help you do that is to hear from the members themselves.