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CU Strategic Planning announces 10 additional hires and promotions

As Treasury has amped up its support for Community Development Financial Institutions, credit unions have amped up their interest in leveraging these programs to reach more low- to moderate income consumers. Therefore, CU Strategic Planning is ramping up its staff to meet expected demand for its long-term strategic needs, accelerated by COVID-inspired emergency funding to support CDFI service to those who need it the most.

CU Strategic Planning exists to help unlock opportunities for credit unions to change lives and communities. The team helps credit unions access and leverage CDFI funds to fulfill their mission. When The CARES Act was signed into law, it increased CDFI funds to $12 billion, including $3 billion in grants through the CDFI Fund and $9 billion for the Emergency Capital Investment Program, administered by the Department of Treasury, to provide low-cost, long-term capital investments to MDIs and CDFI depositories.

As such, CU Strategic Planning is proud to announce the following promotions:

And new hires:

Today’s announcement comes after a previous release highlighting the promotion of Carrie Ostrem, AVP, Certification Services; Kathleen Falotico, AVP, Operations; and Sydney Moreau, Certification Specialist, as well as the hiring of Rick Thomas, vice president of Community Development & Transformation.

“We’re excited about the opportunity ahead for our credit union clients, CU Strategic Planning and our growing team,” CU Strategic Planning CEO Stacy Augustine said. “We expect we’ll be busier than ever and love it! CU Strategic Planning welcomes our new team members who will help us help credit unions fulfill their mission and change more lives.”

Patrick Davis

Aaron Duffy

Christine Duncan

Jodi Gibson

Jess Key

Jamie Koster

Jessica LaRocca

Hannah Pauling

Derek Smith

Stacy Augustine

Tanya Stephens

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