Jamie founded the leading firm creating and implementing U.S. Treasury CDFI Programs for credit unions serving underbanked, distressed and marginalized populations.
CU Strategic plannings clients have received more $82 million in CDFI Award funding. The shift to credit unions developing well researched and innovative programs that were worthier of CDFI Awards was concurrent with the launch of CU Strategic Planning. Funding to credit unions significantly increased as CU Strategic Planning expanded its outreach to credit unions in 2009. The firm established a consultative model of application development, which changed the credit union standard practice of writers just writing to experts consulting to credit unions on the development of innovative products and dynamic partnerships. As a result, the firm repeatedly set and increased the record for one credit union grant writing team writing winning applications in a single round 2010, 2011, 2012, 2013, 2014 and 2015 and 2017.
While credit unions hire CU Strategic Planning to award-winning winning programs, the true objective of Jamies work is reducing the high cost of being poor and increasing wealth building opportunities for underrepresented and underserved populations. Jamie works extensively with credit unions through the CU Strategic Plannings affiliated non-profit, The National Council for Financial Opportunities (theNCFO.org) which was established with funding from the Bill and Melinda Gates and Medina Foundations.
Jamie is one of several hundred Credit Union Development Educators and one of less than 100 with a prestigious international (ICUDE) designation. She is a regular speaker at credit union conferences. Her research is published by the esteemed Filene Research Institute and featured in the Huffington Post.
Jamie's passion for credit unions stems from her heritage in the historic cooperative village of Zoar, Ohio--considered to be the most successful cooperative society in America and designated as one of the 25 most significant historic places in the nation. Beyond her interests in all things cooperative and historical, Jamie is kept busy by her active household that includes her soulmate and husband, a son in college, baby daughter, three cats and one precocious Chihuahua. Together they are known as Wild Kingdom.