CU Strategic Planning
Carrie Ostrem is an experienced professional with a strong background in audit and financial services. Currently serving as the Director of Certification Services at CU Strategic Planning since September 2012, Carrie also works as an independent contractor specializing in writing. Prior roles include Legal Assistant at Emery Reddy, and various positions at Watermark Credit Union, including Internal Audit Manager, Internal Audit Specialist, Loan Control Collections Specialist, Member Service Consultant, and Information Call Center Specialist. Notable achievements include designing annual audit plans for a $550M credit union, performing extensive operational and compliance audits, and developing fraud monitoring procedures. Carrie holds a B.A. in Communications from the University of North Dakota and a Paralegal Certification from the University of Washington.
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CU Strategic Planning
CU Strategic Planning is the top-performing consulting firm working with credit unions in the field of community development. Collectively, its staff has over 300 years of experience. Through collaboration with its clients, the firm has authored and implemented more than 330 award-winning applications for CDFI credit unions resulting in $800,000,000 in US Treasury CDFI Awards. 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.