CU Strategic Planning Employee Directory

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 541 award-winning applications for CDFI credit unions resulting in more than $1 billion 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 strategic planning, 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.

Find CU Strategic Planning employees' phone numbers or email addresses

CU Strategic Planning Global Highlights

Location
Employees

North America
42

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  • United States Of America
    42

CU Strategic Planning's Leadership

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    M. B.
    Chief Experience Officer
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  • Stylized image of a person
    S. H.
    Chief Financial Officer
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  • Stylized image of a person
    C. C.
    President/Ceo
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  • Stylized image of a person
    J. C.
    Founder And Cio Chief Instigator Of Goodness
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  • Stylized image of a person
    J. L.
    Avp Strategic Planning Services
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  • Stylized image of a person
    J. K.
    Vp, Program Management
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  • Stylized image of a person
    J. K.
    Assistant Vice President
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  • Stylized image of a person
    M. V.
    Director Of Business Development
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CU Strategic Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Accounting
  • Other
  • Administrative

Contact profiles from CU Strategic Planning

Name
Title
Contact Info
Location
Last Update
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    C. C.
    President/Ceo
    Phone icon
    United StatesNorth Carolina
    Nov 13, 2025
  • Stylized image of a person
    J. C.
    Founder And Cio Chief Instigator Of Goodness
    Phone icon
    UNITED STATES
    Feb 03, 2026
  • Stylized image of a person
    M. B.
    Chief Experience Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. H.
    Chief Financial Officer
    Phone icon
    Jul 17, 2025
  • Stylized image of a person
    J. L.
    Avp Strategic Planning Services
    Phone icon
    United StatesLouisiana
    Nov 13, 2025
  • Stylized image of a person
    J. K.
    Vp, Program Management
    Phone icon
    United StatesOregon
    Nov 13, 2025
  • Stylized image of a person
    J. K.
    Assistant Vice President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. V.
    Director Of Business Development
    Phone icon
    United StatesWisconsin
    Nov 13, 2025
  • Stylized image of a person
    C. S.
    Community Development Manager
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    United StatesMontana
    Nov 13, 2025
  • Stylized image of a person
    M. L.
    Community Development Manager
    Phone icon
    United StatesOregon
    Nov 13, 2025

Frequently Asked Questions

What is CU Strategic Planning known for?

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CU Strategic Planning was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 535 Dock Street 209 Tacoma, Washington 98402 United States; you can contact the main corporate office by phone at . Explore CU Strategic Planning's company overview page for more information.

What is CU Strategic Planning's most common email format?

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CU Strategic Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CU Strategic Planning email formats with LeadIQ.

How many employees does CU Strategic Planning have currently?

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CU Strategic Planning has approximately 33 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are CU Strategic Planning's key employees and leadership?

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As of February 2026, CU Strategic Planning's key employees include:

  • Chief Experience Officer: M. B.
  • Chief Financial Officer: S. H.
  • President/Ceo: C. C.
  • Founder And Cio Chief Instigator Of Goodness: J. C.
  • Avp Strategic Planning Services: J. L.

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