CU Strategic Planning Employee Directory

Financial ServicesWashington, United States11-50 Employees

CU Strategic Planning is a financial services consultancy based in Tacoma, Washington, that specializes in helping credit unions pursue community development initiatives. The firm emphasizes strategic planning, executive recruitment, policy and product enhancements, and the development of loan pipelines with new community partners to increase asset yields and community impact. Its primary clients are credit unions and other CDFI-focused financial institutions seeking to transition to a community development business model and to secure relevant certifications and grants. With a history of collaborating on CDFI applications and related advisory services, the company positions itself as a focused partner in the credit union sector for community development strategies and grant-oriented growth. A recent development in its landscape is that it became part of Callahan & Associates, a move announced in 2024, signaling a change in ownership while continuing to deliver consulting services in its niche. The organization operates in the broader financial services industry and is noted for its experience and track record in crafting and implementing award-winning applications for CDFI credit unions.

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