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.

DDJ Myers is a recognized champion for successful credit union leadership. With over 30 years of experience, they have built an array of exemplary products and services for board development and governance, strategic planning, executive search, compensation, and succession planning. Their seasoned team of facilitators are known as industry-thought leaders and often speak at conferences nationwide on various topics, including proactive board recruitment, transformative culture change, and developing mid-level talent to be the champions and protagonists of change. A bold and forward-thinking approach provides the basis for producing innovative yet practical solutions for our clients and the industry.

Humanidei + O’Rourke is a human capital strategies firm that works with credit unions to create more inclusive cultures. Humanidei helps credit unions design and implement plans for large-scale DEI integration that creates this expanded relevance, while further developing individuals to become inclusive, transformational leaders. Our executive search division, powered by O’Rourke & Associates, brings a 35-year history of success in identifying and placing the executives that will carry your organization forward. Our inclusive and strategic approach to aligning talent with your mission sets us apart and creates your success.