Our Work in Action

Case Studies & White Papers 

CU Strategic Planning unlocks opportunities for credit unions to change their communities. Our multi-year approach to community development is an investment that drives profound change for credit unions and the communities they serve.

SWLA sought to offer a new type of student loan product – one that would meet both the members’ needs as well as the credit union’s needs — and needed help designing its product and reserving for the loans. Enter the experts at CU Strategic Planning, who have decades of experience working on just such programs. Read More... 

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Download this free White Paper and discover how improvements in DEI can:

 

  • Boost financial performance

  • Facilitate employee recruitment & retention

  • Improve employee performance

  • Foster more innovation

  • Improve member satisfaction

  • Open new business opportunities

  • Enhance brand reputation

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Don't pass up this opportunity to help keep your credit union on the leading edge of growth and performance.

Greenville, SC

Assets: $101 Million

ROA: 1.14

Loan Growth: 14.78

Carolina Foothills Federal Credit Union

Loan growth and ROA improvement are what Carolina Foothills experienced immediately when it engaged CU Strategic Planning. It was transformative. At year-end 2012 ROA was .25% and loan growth 1.7%. By 2013 loan growth doubled, and it doubled again in 2014. Today loan growth is 14.18% and ROA is an incredible 1.14%!

 

CU Strategic Planning helped Carolina Foothills implement a community development business plan, enhance their products, policies and establish partnerships to drive loans. As a result, the credit union increased its double bottom line even before receiving a CDFI Award of $1.3 million. 

Tampa, FL

Assets: $7 Billion+

ROA: .81

Loan Growth: 15.14

Suncoast Credit Union

CU Strategic Planning is proud to have led the movement of mainstream credit unions into the field of community development. Suncoast CU, the League of Southeastern Credit Unions and CU Strategic Planning launched Community Development Across Florida. As part of the project, CU Strategic Planning developed statewide partnerships with the United Way's ALICE, Habitat of Humanity Florida, and the Florida Prosperity Project.

 

Suncoast won a CDFI Award of $1.4 million to launch “Financial Inclusion Mortgages” to make home ownership accessible to over 300 marginalized, very low income families. CU Strategic Planning wrote the award application, developed the program, partners and product enhancements. 

Kameula, HI

Assets: $40 Million

ROA: 2.04

Loan Growth: 21.83

Hawaii First Federal Credit Union

​One of CU Strategic Planning's first clients, Hawaii First has garnered more than $4.6 million in CDFI Award Funds. Its history with CU Strategic Planning started in 2009, since then it has won five CDFI Awards in three rounds: the FA Core Round, NACA and CDCI. Its Community Resource Center (CRC) is a national best practice, replicated in more than 10 states. Its partnership with the Department of Hawaiian Homelands is a stand-out in the field of serving native communities.

CU Strategic Planning | 535 Dock Street, Suite 209 | Tacoma, WA 98402 | (253) 200-0418