CU Strategic Planning
Shirley Senn is an accomplished finance professional with extensive experience in the credit union sector. Currently serving as Chief Social Impact Engineer and Co-Owner at CU Strategic Planning since January 2015, Shirley also holds a position as Consulting Producer at Opportunity Knock$ since November 2021. Prior roles include Principal Consultant at Horizon Associates, LLC, and Vice President of Asset Liability Management and Interim Chief Investment Officer at Corporate America Credit Union, where responsibilities encompassed financial risk oversight and portfolio restructuring. Shirley's background includes significant consulting experience with FIMAC Solutions and Southeast Corporate Federal Credit Union, where successful asset liability management and regulatory compliance were achieved. Educational qualifications include certifications in Lean Six Sigma from Villanova University and degrees in Agricultural Economics and Finance from New Mexico State University and Abilene Christian University, respectively.
This person is not in any offices
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.