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CU Strategic Planning

CU Today Confirms: GGRF Grant Preparation Led by CU Strategic Planning

Planning for the CCIA means planning for multi-year loan growth, potential new products to be design or core processing updates. Begin now!

CU Strategic Planning

4 Stories of Credit Unions Making a Difference for Members

As people continue to face challenges, make changes in their lives, and expand their horizons, credit unions continue to support members...

CU Strategic Planning

There’s a Deadline Extension for CDFI Recertification – What Does That Mean for Your Credit Union?

On Thursday, June 20 the CDFI Fund extended its deadline for re-certifying CDFIs. Depending on a credit union’s fiscal year-end, this...

Jessica LaRocca, AVP, Strategic Planning Services

Unlocking Your Credit Union's Potential: A Strategic Planning Approach for Long-Term Success

Strategic planning is more than just part of our name, and more than a buzzword—it's a crucial practice for any organization aiming for...

Sharon Hall

A Message from Sharon Hall

Sharon joined CU Strategic Planning in 2016 and has led us as CFO, co-owner and founder and Chair of the National Council for Financial...

CU Strategic Planning

The CDFI Fund Transparency Act: What It Means for CDFI Credit Unions

The House Financial Services Committee recently passed H.R. 3161, the CDFI Fund Transparency Act, by a voice vote. Basically, what it...