Strategic Planning & Leadership Communications for Credit Unions
Advising credit union leadership teams and boards on strategy, governance alignment, and organizational change.
About CU Strategy Partners
CU Strategy Partners was founded to help credit unions navigate complexity with clarity and confidence.
With more than 30 years of financial services leadership experience — including 25 years in senior credit union roles — John Wagner brings practical insight, strategic perspective, and real-world execution experience to every engagement.
Our focus is simple: align leadership, strengthen strategy, and support organizations through growth and change.
30 Years of Financial Services Leadership
Strategic Planning Facilitation
Governance & Board Alignment
Organizational Change & Communication
Strategic Planning Facilitation
Align your board and leadership team around clear priorities, measurable goals, and a shared vision for the future.
Communication Planning
Enhance member trust and employee engagement during periods of organizational change with clear, thoughtful marketing and communication strategies.
Trusted Advisory Experience
Benefit from more than three decades of financial services leadership and practical, results-driven guidance.
At CU Strategy Partners, we work with credit unions and financial services organizations during their most important moments — strategic planning, organizational change, and mergers.
With more than three decades of industry leadership experience, we bring practical insight, independent perspective, and a results-focused approach to every engagement.
Recent Leadership Experience
John Wagner brings more than three decades of financial services leadership experience, including 25 years with one of the nation’s largest credit unions.
His work has included executive communications, strategic planning support, governance engagement, retail operations, business development, payments support and leadership alignment during periods of institutional change.
Ready to discuss your next strategic initiative?
Let’s explore how CU Strategy Partners can support your organization through planning, growth, or merger communication.