Small Credit Union Results
CU Strategic Planning saves small and mid-size credit unions with net worth restoration, growth and profitability improvement consulting. Our plans reach goals. We grow credit union net revenue, service and membership.
- Net worth restoration plans approved by the DFI to prevent forced credit union mergers.
- Secondary capital plans approved by the NCUA, US Treasury and Federation of Community Development Credit Unions.
- Small credit union with unprecedented 51% annual loan growth.
- The highest credit union election voter turnout in the United States.
- 100 percent success rate with federal to state charter conversions.
- Credit union with 2 percent net worth improved to above 9 percent in 2010.
- Credit union with 6 percent net worth improved to above 9 percent in 2010.
Many of the credit unions we work with are eligible for grant money upwards of $100,000. Our grant writing record is stellar. The results of CU Strategic Planning's grant writing:
- The only credit union grant writers with winning applications in EVERY round of the Department of the Treasury, Community Development Financial Institution (CDFI) Fund Awards during the last several years.
- Responsible for 20 percent of all CDFI Fund Awards for credit unions in 2010.
- The only firm working with non-certified CDFI's to gain $100,000 awards before certification, including the only two non-certified CDFI credit unions to win awards in 2010.
- Wrote the largest of the only two credit union grants awarded from the the CDFI Fund in the 2010 NACA round.
- Wrote the largest grant awarded to a credit union from the CDFI Fund in the 2009 Supplemental Round.
- Wrote the only CDFI Fund applications funded in 2010 in Hawaii, Alaska and Washington State.
- Multi-million dollar, multi-year grant, the largest in the history of the National Credit Union Foundation, was introduced by CU Strategic Planning founder to fund Biz Kid$.
- The only writers to have 100 percent success in writing NCUA Building Internal Capacity Grants.
- Proud of our 100 percent success with CDFI certification for credit unions
Ask your friends about us. We get results. You will like what you hear.
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