CU Strategic Planning (A Callahan Company) is the leader in helping credit unions obtain CDFI certification and win grants that CDFI designation makes possible. Their experts work with credit unions - large & small - to improve financial performance and impact in the community.

Relationship Rewards Level:
Platinum - 10%

Services Provided to Credit Unions:

• CU CDFI - Offer assistance with certification, recertification, grants, and compliance
• CU Strategic Planning - Guide credit unions to increase service to members and improve financial performance. Lead teams through financial analysis, market analysis, SWOT exercises, and development of mission and vision statements
• CU Results - Co-create a five-year plan to increase relevance, impact, loans, and members using the Four Pillars of Community Development. Accomplished through analysis of: environment and market, membership, products, development services, and partnerships
• CU Executive Search - Vet candidates and only present those that will be a truly good fit for the credit union, with a process focused on efficiency and ease of coordination
• CU Classroom - HERO training program that is essential for organizations serving working-class, moderate- and low-income populations, including organizations that provide counseling, CDFIs, and low-income designated credit unions

How This Benefits Your Credit Union:

Unlocking opportunities for credit unions to change lives and their communities. CUSP will support credit unions of all sizes to increase the impact of their loans and services.