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CU Strategic Planning

CU Strategic Planning

535 Dock Street, Suite 209 | Tacoma, WA 98402

Mike Beall
Chief Strategic & Advocacy Officer
(253) 200-0418

Phone: 2532000418
http://www.creditunionstrategicplanning.com

Service Areas: Executive Recruitment, Direct Marketing, eMarketing

For over a decade, CU Strategic Planning has been working with credit unions that embrace their cooperative roots, providing business planning services with a focus on community development. Its consultants facilitate strategic planning meetings and develop business plans, in addition to being the No. 1 CDFI grant-writing firm for credit unions in the country with $770 million in award funding for clients. Through grants, strategic and tactical planning, DEI consulting, community summit facilitation and more, CU Strategic Planning achieves its mission to unlock opportunities for credit unions to change lives and their communities.

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