CU Strategic Planning
What CU Strategic Planning offers credit unions
CU Strategic Planning is a consulting firm that helps credit unions expand community impact and revenue, with deep expertise in CDFI certification, grant writing and compliance reporting. It also facilitates board strategic planning, executive search and staff training, and reports having secured over $1 billion in funding and certified more than 200 credit unions as CDFIs.
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Credit unions that work with CU Strategic Planning 17 publicly referenced
Compiled from public press releases, case studies and client announcements, most recent source dated 2026-06-04. Each ↗ links to its source. A public reference documents a relationship at the date of the source, not a statement of a current commercial relationship. These are public references, not member reviews.
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