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About Credit Union Strategic Planning

What We Do

We “get” credit unions, because we are credit union people.

CU Strategic Planning is a minority, women, and LGBTQ owned business with six partners that have worked in credit unions all their lives.

Our mission is to unlock opportunities for credit unions to change lives and their communities.

Considered experts in the industry, our staff work with credit unions large and small to improve their financial performance and impacts in the community. Whether it’s through consulting, strategic planning, or grant writing, we help credit unions achieve missions that make a difference.


Partnering with CU Strategic Planning is the best way to ensure that your credit union achieves its goals—and that your members can do the same. But why choose us?


We’re experienced. 

  • Collectively, our staff has over 350 years of financial experience ​

  • We're pioneers in credit union DEIBA consulting​

  • Certified over 200 credit unions as CDFIs​

  • Won $945 million in CDFI funding for credit unions​​​

  • We write and win more grants for credit unions than anyone else in the nation

  • ROA four times the credit union industry average



Ready to Learn More?

If you'd like to learn more about our services, drop us a line and we'll get in touch.

Why CU Strategic Planning?

Our process respects your time. Even before our first call to discuss your needs, we review your financials. We are prepared to discuss the trends and strategies behind your request for consulting.

Our integrity is unparalleled. Our relationships and reputation are worth more than a sale. That's why state leagues choose us as their partner. If you can't win a grant, we will tell you so.

Our results are superior. It's not uncommon for clients to experience 12-25% loan growth. Most have ROA over 1%.

We're fun to work with. Of course, improving member lives is serious business. That doesn't mean we can't have fun in the process. You'll find the passion of our staff to be inspiring and infectious.


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