Chief Social Impact Engineer, Owner
253.200.0418 ext. 106
In January 2015, Shirley brought her impressive skills in credit union finance and chartering to CU Strategic Planning. Prior, she built credit union consulting divisions for corporate credit unions to better serve their members.
She served as the Vice President of Asset Liability Management for Corporate America Credit Union, where she oversaw the corporate’s interest rate risk management, credit and liquidity risk management, and loan underwriting and analysis. She was also responsible for the support and development of member facing products and services that centered around balance sheet risk management, and the collaborative development of field of membership initiatives.
Shirley has more than 22 years of experience in the financial services industry working with credit unions in the areas of asset liability management, investment management, risk management, field of membership, community development and regulatory assistance. Her work has resulted in over 100 successful charter expansions for credit unions with both state and federal charters.
Shirley received the Credit Union Development Educator (CUDE) designation in 2013. She obtained her Bachelors of Science in Agriculture Economics and Finance with interest in community and economic development. Still today, she enjoys getting her hands dirty playing in the dirt by gardening, camping, or helping others by volunteering with outdoor activities.