CU Strategic Planning
Tanya Stephens is an experienced administrative professional currently serving as the Director of Administration at CU Strategic Planning since March 2021, previously holding the titles of Office Manager and Administrative Support Assistant. At CU Strategic Planning, responsibilities include scheduling, preparing reports and presentations, and managing client information within Salesforce. From July 2007 to November 2021, Tanya worked as the Manager of Communications and Administration at the Festival of Children Foundation, where effective communication with numerous children's charities and proficiency in Blackbaud & Convio were key aspects of the role. Tanya's background also includes experience as an Instructor at Custom Training Solutions, teaching office software and medical terminology, as well as previous positions as a Lab Assistant at St. Agnes Medical Center and a Patient Billing Representative at Northern Arizona Healthcare, where a range of clinical and administrative tasks were performed.
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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.