Credit Union Strategic Planning is a Tacoma-based consulting firm specializing in working with credit unions of all sizes to enhance the impact of their loans and services. With expertise in CDFI certification, grant writing, compliance reporting, and executive search, they help credit unions become more mission-driven, sustainable, and relevant in their communities.
Their comprehensive consulting services have secured over $945 million in funding for credit unions, while their transformative meeting facilitation and training programs empower staff to unlock opportunities for members. Through a strategic alliance with Callahan and Associates, Credit Union Strategic Planning continues to drive positive change and growth within the credit union industry.
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