Our Work in Action

Case Studies

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. For more information about how we've helped hundreds of credit unions, please contact us.

City, LA

Assets: $XXX Million


Loan Growth: X.XX

Featured Case Study

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 about our work with SWLA... 

Tampa, FL

Assets: $7 Billion+

ROA: .81

Loan Growth: 15.14


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. 

Learn more about our work in partnership development...

Greenville, SC

Assets: $101 Million

ROA: 1.14

Loan Growth: 14.78

Loan Growth
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. 

Learn more about our work in loan growth...

Kameula, HI

Assets: $40 Million

ROA: 2.04

Loan Growth: 21.83

CDFI Grants

​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.

Learn more about our work winning CDFI grants...

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