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 more than 330 award-winning applications for CDFI credit unions resulting in $800,000,000 in US Treasury CDFI Awards.

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.

Banking

Consulting

Credit

CU Strategic Planning

Stacy Augustine

Brackeen Prendergast

Shirley Senn

Vanessa Henry

Kathleen Falotico

Christopher Verdosci

Joseph Brancucci

The Community Development Team at CU Strategic Planning focuses on empowering credit unions to effectively transition to community development business models. This team collaborates closely with clients to enhance diversity, equity, and inclusion (DEI) strategies, refine executive recruitment processes, and optimize product offerings. They also work on developing strategic partnerships to boost loan pipelines and maximize positive impacts on the communities served, all while securing grant opportunities to fund these initiatives.

Community Development Team

Leadership Team

Compliance and Regulatory Team

Community Development Team

About

Team members

Other teams at CU Strategic Planning

Leadership Team

Compliance and Regulatory Team