Our Work in Action

White Papers and Webinars

CU Strategic Planning is made up of credit union experts. You can get the benefits of a bit of this expertise below, with these white papers and webinars available for download. We're happy to discuss how we can put our experience to work for you — please contact us for more information.

7 Ways to Calculate the Value of DEI


Improvements in DEI can boost financial performance, improve employee performance, foster more innovation, 

improve member satisfaction and more.


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

Does your Credit Union Qualify as a CDFI? 

To be eligible for a $1 million  CDFI Fund FA award, your credit union must first become a CDFI!  This white paper breaks down just how your credit union can qualify. 

Insider Secrets to Win a $1 Million CDFI Grant

This white paper shares the secrets of the #1 CDFI grant writing team in the industry. Discover the secrets to our success and more.

Learn from the #1 Credit Union CDFI Grant Writers 


We have helped over 200 credit unions obtain CDFI certification and win over $120 million in grants, resulting in a $5 billion increase in lending. This one hour webinar explains how we did it and how you can do it too.


Don't let the 527 pages of CDFI application materials and federal guidance intimidate you.

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