CU Strategic Planning

Company Overview

CU Strategic Planning unlocks opportunities for credit unions to change lives and their communities, while increasing loan growth and yield, ROA and net worth. Its 15 years of expert consulting includes securing and managing compliance for $1 billion in US Treasury award funding and CDFI grants. Its strategic planning and community summits create double bottom line impacts without grant funding. Many credit unions with industry leading ROA have certified staff with its HERO Financial Counseling. Working with some of the America’s most successful credit unions, its executive recruiting places candidates that care about and can achieve double bottom line results.

Services Provided

Board Development/Governance/Policies/Portals
Compliance/Regulatory Issues
Product Profitability
Strategic Planning
Talent Development/Education/Training


Mike Beall, Chief Experience Officer

950 Broadway, Suite 403
Tacoma,  WA 98402