Acquisition Opportunity CU Strategic Planning was acquired by Callahan & Associates in April 2024, presenting a potential opportunity to re-engage or align with the integration strategy, cross-sell advisory services, and leverage new resources from a larger research-driven parent company.

Leadership Transition Recent appointment of Stacy Augustine as president signals a leadership transition, which often creates demand for transition-focused advisory services, governance optimization, and executive recruitment support to stabilize and scale strategies.

CDFI Expertise The firm has a proven track record in CDFI certification, grant funding applications, and community development investments, offering entry points for collaborations with credit unions pursuing grants, certifications, and expanded community impact programs.

Data and Tech Reach Partnerships with TransUnion and a data warehouse capability indicate strong data and analytics competencies; there is an opportunity to present targeted data-driven lending, risk, and product optimization solutions to credit unions seeking measurable outcomes.

Growth Through Partners Active client acquisitions and partnerships (Cooke Consulting Solutions, TAPCO Credit Union) demonstrate a network-ready pathway for co-sell engagements, content marketing partnerships, and bundled advisory services to scale across credit unions.