CU Strategic Planning

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Tacoma, WA
CU Strategic Planning

Unlocking opportunities for credit unions to improve lives and change communities.

We specifically serve low income designated and CDFI certified credit unions or credit unions seeking to become certified. These credit unions have a mission to serve distressed communities, unbanked and underbanked populations, low and moderate income individuals and to contribute to an America where everyone has access to affordable capital credit and financial services.

01/08/2026

Stronger communities start with stronger support systems. That’s why forward-thinking, mission-driven credit unions are pairing inclusive lending strategies with financial education and meaningful local partnerships.

When these efforts align, members don’t just access services — they experience transformation.

We help credit unions design that kind of impact, one member journey at a time.

01/06/2026

Relevant products & services are not enough. Today’s mission-driven credit unions are choosing to become…

compelling

…. institutions members turn to because they feel known, respected, and supported.

That work shows up in how you lend, how you educate, and how you partner in the community.

CU Strategic Planning’s consulting and training programs help credit unions turn those values into measurable, lasting impact. Read more of our very own Joe Brancucci’s counsel: https://loom.ly/JliHhW4

01/01/2026

Cheers to a Happy New Year!

12/25/2025

WIshing you a festive holiday season!

12/23/2025

Our recent LinkedIn poll mirrors what we’re hearing on the ground:
financial education is rising to the top of community impact priorities for 2026.

Our HERO program gives credit unions a practical way to meet that need by training staff to support members through real-life financial decisions with confidence and care.

12/16/2025

Every credit union has a powerful, community-oriented story. Mission-driven institutions across the country are modernizing lending, expanding access and strengthening financial well-being in ways that matter to their members’ daily lives.

CU Strategic Planning supports credit unions at every stage of that journey.

From strategic lending consulting through CU Results to member-focused training in our HERO financial counseling program, we help teams build the capacity, confidence and clarity needed to move their mission forward.
Community development isn’t a designation; it’s a choice — and credit unions are choosing it every day.

12/11/2025

Mission-focused credit unions need a strategy that puts members first. Whether it’s reimagining lending, expanding financial counseling or strengthening community partnerships, the opportunity to make a deeper impact has never been clearer.

CU Strategic Planning is here to help credit unions turn that commitment into measurable, meaningful results.

12/09/2025

Mission-driven credit unions are investing in new ways to strengthen member impact. We’d love to hear where your team is focusing its energy next year. Let us know your focus in the comments.

What area of community impact is your credit union most focused on strengthening in 2026?
A) Financial education
B) Affordable credit access
C) Local partnerships
D) Member experience

12/03/2025

Credit unions have always been about people — not profits. What we’re seeing with the rise of CDFI certification is not a new mission for credit unions. It’s a formal recognition of what credit unions have been doing for decades.

The CDFI Fund may be relatively new, but the spirit of community-driven finance is woven into the DNA of every credit union that has served working families, underserved neighborhoods, and small businesses.

Certifying as a CDFI can unlock grants, capacity-building support, and expanded impact. But credit unions don't need to be certified to be community development financial institutions; they just need to stay true to their mission.

At CU Strategic Planning, we help credit unions translate mission into impact and opportunity — with or without CDFI certification.

> Want more info? Check out Stacy's latest article in the CUDaily https://loom.ly/3uZQo40
> Thinking about increasing your impact? Let’s talk.

12/02/2025

This is why we love to work with credit unions - they are making the loans that others won't!

Data from Filene Research Institute with support from CU Strategic Planning!

11/27/2025

Peace and love for you and yours during this time of Thanksgiving.

11/21/2025

Are you ready to begin your journey?

Data from Filene Research Institute with support from CU Strategic Planning!

Address

950 Broadway, Suite 403
Tacoma, WA
98402

Website

http://www.custrategicplanning.com/

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