Insights

Strong Community Focus CU Strategic Planning has a proven track record of enhancing community development initiatives within the credit union sector, indicating opportunities to offer tailored consulting services aimed at expanding community engagement and CDFI certifications for similar financial institutions.

Recent Acquisition The recent acquisition by Callahan & Associates suggests potential for integrated service offerings, increased resources, and expanded outreach channels, making collaboration or joint proposals a strategic avenue for business development.

Specialized Expertise With extensive experience in CDFI certification, grant application support, and community development strategies, the company presents opportunities to co-develop or supplement services for credit unions seeking to leverage federal funding and community impact.

Technology and Data Strength Utilization of advanced tech infrastructure, including partnerships with TransUnion, highlights an openness to leveraging data-driven insights, which can be capitalized on by offering innovative solutions in credit union analytics and compliance management.

Growing Client Base Partnerships with notable credit unions and CDFI partners showcase a strong market presence, creating prospects to tap into existing client relationships for expanding consulting services into new geographic regions or service lines within community finance.

Similar companies to CU Strategic Planning

CU Strategic Planning Tech Stack

CU Strategic Planning uses 8 technology products and services including RSS, Google Cloud, React, and more. Explore CU Strategic Planning's tech stack below.

RSS
Content Management System
Google Cloud
Infrastructure As A Service
React
Javascript Frameworks
RequireJS
Javascript Frameworks
Polyfill
Javascript Libraries
HSTS
Security
X-Content-Type-Options
Web & Portal Technology
Facebook
Widgets

Media & News

CU Strategic Planning's Email Address Formats

CU Strategic Planning uses at least 2 format(s):

CU Strategic Planning Email Formats	Example	Percentage
First@creditunionstrategicplanning.com	John@creditunionstrategicplanning.com	95%
Last@creditunionstrategicplanning.com	Doe@creditunionstrategicplanning.com	5%
FirstL@custrategicplanning.com	JohnD@custrategicplanning.com	100%

Frequently Asked Questions

What is CU Strategic Planning's phone number?

You can contact CU Strategic Planning's main corporate office by phone at

+1-253-200-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CU Strategic Planning's official website and social media links?

CU Strategic Planning's official website is custrategicplanning.com and has social profiles on LinkedIn.

What is CU Strategic Planning's SIC code NAICS code?

CU Strategic Planning's SIC code is 6062 - Credit Unions, Not Federally Chartered NAICS code is 52 - Finance and Insurance.

How many employees does CU Strategic Planning have currently?

As of December 2025, CU Strategic Planning has approximately 34 employees across 1 continents, including North America. Key team members include Chief Experience Officer: M. B.Chief Financial Officer: S. H.Vice President Of Learning And Development: K. F.. Explore CU Strategic Planning's employee directory with LeadIQ.

What industry does CU Strategic Planning belong to?

CU Strategic Planning operates in the Financial Services industry.

What technology does CU Strategic Planning use?

CU Strategic Planning's tech stack includes RSSGoogle CloudReactRequireJSPolyfillHSTSX-Content-Type-OptionsFacebook.

What is CU Strategic Planning's email format?

CU Strategic Planning's email format typically follows the pattern of First@creditunionstrategicplanning.com. Find more CU Strategic Planning email formats with LeadIQ.

When was CU Strategic Planning founded?

CU Strategic Planning was founded in 2008.

CU Strategic Planning

Q: How many employees does CU Strategic Planning have currently?

CU Strategic Planning has approximately 34 employees.

Q: What technology does CU Strategic Planning use?

CU Strategic Planning's tech stack includes Polyfill, Wix eCommerce, HSTS, Google Analytics, Module Federation.

Financial ServicesWashington, United States11-50 Employees

CU Strategic Planning is the top-performing consulting firm working with credit unions in the field of community development. Collectively, its staff has over 300 years of experience. Through collaboration with its clients, the firm has authored and implemented 397 award-winning applications for CDFI credit unions resulting in $945,000,000 in awards from the US Treasury.

As part of its community development consulting,  CU Strategic Planning unlocks opportunities for credit unions to change their communities by strategically managing credit unions' transition to the community development business model. This includes DEI strategy, executive recruiting, product and policy enhancement to increase the yield on assets and impacts to the community, and developing pipelines of loans from new community partners.