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CU Strategic Planning
950 Broadway, Tacoma, Washington, United States
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About the CU Strategic Planning
CU Strategic Planning is a leading institution located at 950 Broadway in Tacoma, Washington, United States. We specialize in unlocking opportunities for credit unions to positively impact lives and communities. With expertise in CDFI certification, grant writing, and compliance reporting, we have secured $945 million in grants for credit unions. Our comprehensive consulting services are designed to help credit unions increase their impacts and revenue, while staying mission-driven and sustainable.
We offer inspiring and transformative meeting facilitation to help credit unions align their financial ratios and priorities with a strategic vision for success. Our executive search services are conducted by career credit union experts, ensuring the recruitment and interview process is seamless and effective.
We also provide training tailored for community development-oriented credit unions, empowering staff to engage with members and unlock new opportunities for growth. Contact us at 253-200-0418 to learn more about how CU Strategic Planning can help your credit union thrive.
Photos of CU Strategic Planning
950 Broadway Suite 403, Tacoma, WA 98402, United States
Reviews of CU Strategic Planning
"I highly recommend CUSP. Their ability to make a substantial impact on the financial performance of the credit unions they work with, coupled with the increased impact on the communities served, is second to none. They are very easy to work with, are up to date with all relevant issues, and have an incredible track record of successful grant writing."
"I have worked with Jamie and her team at CUSP in several capacities. She's a diligent, intelligent powerhouse who's well-networked and packed with creative ideas. From facilitating planning to writing Treasury grants, I've witnessed the impact her work has on several credit unions I've volunteered for."
"CU Strategic Planning is a powerhouse of passionate and highly effective community development professionals! As CEO of Commodore Perry Federal Credit Union, we worked with CUSP for several years, and they worked successfully to help us obtain our CDFI designation, as well as wrote an award-winning CDFI grant application. The level of detail CUSP shows is unmatched, from understanding the unique economic challenges of your own community, to understanding how to navigate the ever-changing CDFI grant requirements. Working with CUSP has made a tremendous positive impact for our credit union, and ultimately the communities we serve."
"This review will not do them justice, because it is hard to put into words what a great job CU Strategic Planning did assisting us with our CDFI certification and the subsequent CFFi grant proposal/award. They have this process dialed, I would not hesitate to use them again (and we have for other grant opportunities) or to recommend them and their services to other credit unions. But, from a bigger picture they have sharpened our point-of-viewand truly helped us live our mission to be a community focused credit union."
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