Jessica Key Email

AVP Operations and Client Relations . CU Strategic Planning

Current Roles

Employees:
40
Revenue:
$6.7M
About
CU Strategic Planning is the top-performing consulting firm working with credit unions in the field of community development. Collectively, its staff has over 160 years of experience. Through collaboration with its clients, the firm has authored and implemented 150 award-winning CDFI FA applications resulting in $135,000,000 in US Treasury CDFI Awards invested in 98 credit unions in 34 states. As part of its community development consulting, CU Strategic Planning unlocks opportunities for credit unions to change their communities by strategically managing credit unions' transition to the community development business model. This includes DEI strategy, executive recruiting, product and policy enhancement to increase the yield on assets and impacts to the community, and developing pipelines of loans from new community partners.
CU Strategic Planning Address
535 Dock Street
Tacoma, WA
United States
CU Strategic Planning Email

Past Companies

CU Strategic PlanningAVP of Client Relations and Project Management
CU Strategic PlanningDirector of Client Relations
CU Strategic PlanningClient Relations Officer

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