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CU Strategic Planning

http://www.creditunionstrategicplanning.com

CU Strategic Planning’s industry leading consultants make credit unions relevant. When a credit union is relevant, products are designed to meet the unique needs of potential members driving organic loan growth. Relevant credit unions are sought out by community partners which refer pipelines of loans into branches. Relevant credit unions are anchor institutions playing central roles in developing their communities. The result: CU Strategic Planning clients’ ROA is 4Xs the industry average. Best known as the authority on CDFI grant writing, CU Strategic Planning’s full consulting services produce far more ROI than the over $80 million in grants it secured for credit unions. Services include: 

  • CDFI Certification, grant writing and reporting
  • Loan Growth Consulting
  • Charter Expansion
  • DOR and LUA Management
  • Net Worth Restoration
  • ALM
  • Product, Policy and Pricing Enhancement
  • Competitive Analysis
  • Business Development
  • Succession Planning
  • Interim CEO and Recruiting
  • Peer CEO Coaching
  • Succession Planning

Clients include: Over 300 credit unions work with CU Strategic Planning including Suncoast, Dupaco, Carolina Foothills, Hawaii First, and Pelican State.

Contact:

Michael Beall, Chief Strategic and Advocacy Officer

michael@creditunionstrategicplanning.com

(253) 533-9158

 

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SAN DIEGO—One CUSO is helping credit unions not only recover charged off loans, but also bring delinquent borrowers back into the credit union as members in good standing with sound FICO scores.

COSTA MESA, Calif.—A fintech called Happy Money has announced it has formed strategic alliances with Alliant Credit Union, First Tech Federal Credit Union, and Technology Credit Union.

CORK, Ireland–A former employee of a credit union here has pleaded guilty to stealing more than €325,000 over a five-year period. Leona Daly signed a plea of guilty to Cork District Court and will be sentenced in October.

SANTA ROSA, Calif.– More than 1,800 local residents took action to protect themselves from fraud and identity theft by shredding old financial records and other paperwork at Redwood Credit Union’s (RCU’s) free annual Shred-a-Thon, held at RCU’s administrative offices in Santa Rosa.