CU Strategic Planning’s industry leading consultants make credit unions relevant. When a credit union is relevant, products are designed to meet the unique needs of potential members driving organic loan growth. Relevant credit unions are sought out by community partners which refer pipelines of loans into branches. Relevant credit unions are anchor institutions playing central roles in developing their communities. The result: CU Strategic Planning clients’ ROA is 4Xs the industry average. Best known as the authority on CDFI grant writing, CU Strategic Planning’s full consulting services produce far more ROI than the over $80 million in grants it secured for credit unions. Services include: 

  • CDFI Certification, grant writing and reporting
  • Loan Growth Consulting
  • Charter Expansion
  • DOR and LUA Management
  • Net Worth Restoration
  • ALM
  • Product, Policy and Pricing Enhancement
  • Competitive Analysis
  • Business Development
  • Succession Planning
  • Interim CEO and Recruiting
  • Peer CEO Coaching
  • Succession Planning

Clients include: Over 300 credit unions work with CU Strategic Planning including Suncoast, Dupaco, Carolina Foothills, Hawaii First, and Pelican State.


Michael Beall, Chief Strategic and Advocacy Officer

(253) 533-9158


CU Strategic Planning