We understand credit unions, because we are credit union people. Founded in 2008, today we're a women- and LGBTQ-owned business with five partners that have worked in credit unions all their lives and over 30 employees across the country. We are the CDFI credit union experts - the leader in helping credit unions obtain CDFI certification and win the grants that CDFI designation makes possible.
Our experts will work with your credit union - large or small - to improve your financial performance and impact in the community. We help credit unions achieve missions that make a difference.
As of April 2024, we've joined forces with Callahan & Associates to bring together a wealth of expertise, innovative solutions, and a shared dedication to transforming the credit union movement.
Our Story
Read about our new strategic alliance with Callahan & Associates, the industry leader in helping credit unions measure performance, identify strategic opportunities, and build collaborative networks, all through a mission-focused lens.
Our Work in Numbers
203
credit unions certified as CDFIs
$945
Million
in funding for credit unions
397
awards won
Meet the Leadership
President
Stacy Augustine
Chief Experience Officer
CUDE
Mike Beall
Chief Financial Officer, Owner
Sharon Hall
Chief Consulting Officer, Owner
CUDE
Shirley Senn
Owner/Founder
ICUDE
Jamie Strayer
Our Team
Executive Vice President, CU Results
Joseph (Joe) Brancucci
Senior Coordinator, Business Development
Dee Boyd
Data Analyst II
Blane Bray
Client Relations Coordinator
Morgan Bray
Senior Strategist
Jennifer Burns
AVP, Finance
Patrick Davis
Senior Business Intelligence Analyst
Theresa Diffendal
SVP, Community Advancement
Aaron Duffy
Vice President, Grant Compliance
Christine Duncan
Vice President, Human Resources
SHRM-CP, CDCFC
Kathleen Falotico
Vice President, Marketing & Strategic Communications
Vanessa Henry
Client Relations Coordinator
Gabriella Huddleston
Community Development Manager
CDCFC
Emil Ismayilov
AVP, Client Relations & Project Management
Jess Key
Certification Specialist I
Kristen King
Community Development Manager, CDFI Fund Small Dollar Loan Program Lead
CUDE, CDCFC
Jamie Koster
AVP, Strategic Planning Services
Jessica LaRocca
Community Development Manager, CDFI Fund Technical Assistance Program Lead
CUDE, CDCFC
Michele Lenox
Senior Certification Specialist
Sydney Moreau
Financial Analyst
Roxana Nassiri
AVP, Certification Services
Carrie Ostrem
Director of Compliance
Sean Scott
Community Development Manager
CDCFC
Chip Serna
Office Manager
Tanya Stephens
Vice President, Community Development & Transformation
Rick Thomas
Senior Financial Analyst
Daniel Turnbull
Client Relations Assistant
Bri Turnbull
Vice President, Business Development
CUDE
Christopher Verdosci
Director of Business Development, CU Opportunities
Mark Volz
CU Strategic Planning got its start in Tacoma, Washington, and since then we've assembled an elite team – the best of the best in the industry. From former trade association executives to turn-around CEOs, they share a passion for making the world a better place by helping credit unions to thrive.
Our experts are found in 16 different states, and we work with credit unions that lend in all 50, plus D.C. and Puerto Rico.
We're a growing company and love working with passionate people.
Work With Us
Open positions: