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Member Impact in Focus: Coteau Valley CU Blends Cultural Tradition and Financial Empowerment
Coteau Valley Credit Union, a CDFI, takes a creative and meaningful approach to community outreach and financial education with its budgeting and sewing workshop.
Jessica LaRocca, AVP, Strategic Planning Services
Dec 8, 20251 min read


The CDFI Briefing
Senate’s $324M CDFI Budget Proposal Boosts Funding by $50M Over House Plan
Mike Beall, CUDE, Chief Experience Officer
Nov 24, 202535 min read


Lending is Dead: Long Live Lending
Our new report explores how credit unions can move from being merely relevant to truly compelling by shifting from product to purpose, policy to possibility, and control to empowerment.
CU Strategic Planning
Nov 5, 20251 min read


Beyond the Turbulence: CDFIs Continue to Deliver
It’s easy to feel overwhelmed by the uncertainty in Washington surrounding the CDFI Fund. But even now, new data and steady leadership tell a different story: one of proven impact, financial strength, and lasting community value.
Stacy Augustine
Oct 21, 20254 min read


Isn’t It Time to Stop Retreating in Strategic Planning?
The name itself sounds safe, even gentle. “Retreat” promises time to think, to step back, to breathe. Yet in an operating environment that feels anything but gentle, it is fair to ask whether that word still serves the moment. The economy does not pause for reflection, and neither do competitors who now move with the precision of code and the speed of a click. Maybe it is time the word caught up.
Joe Brancucci, EVP CU Results
Oct 9, 20258 min read


Mission as Strategy: What All Credit Union Leaders Can Learn from CDFIs
Filene’s latest report, “Amplifying Your Credit Union’s Mission: Financial and Community Impacts of Being a CDFI,” answers that with solid data. It finds that CDFI-certified credit unions outperform non-certified peers on nearly every key metric—without a corresponding rise in delinquencies or charge-offs.
CU Strategic Planning
Sep 12, 20254 min read


Two Don’t-Miss CDFI Webinars in August
We’re hosting two webinars this month that will give credit unions the lowdown on the CDFI Fund and answer any questions you might have. Register today!
CU Strategic Planning
Aug 4, 20252 min read


It's Time to Start Planning Your FY 2026 CDFI FA or TA Application Now!
Here’s What Credit Unions Need to Know A successful application for a CDFI Financial Assistance (FA) Awards requires ample time to...
Christopher Verdsoci, CUDE
May 29, 20253 min read


How Strategy Shapes Credit Union Loan Portfolios
Improving your balance sheet isn’t just a best practice—it’s a survival strategy. But as I talk with credit union leaders across the...
Joe Brancucci, EVP CU Results
May 28, 20253 min read


Upcoming Webinar: All Things CDFI
May 28 at 10:00 Pacific/1:00 Eastern Join our CDFI experts for a timely and in-depth webinar covering the CDFI Fund topics of importance,...
CU Strategic Planning
May 15, 20251 min read


What CDFIs Need to Know About the President’s 2026 Budget Proposal
The President’s FY 2026 budget request, released May 2, proposes to eliminate discretionary award funding for the CDFI Fund, retaining...
CU Strategic Planning
May 8, 20253 min read


Why Credit Unions Should Consider Scenario Planning
Credit unions can use this strategic tool to imagine a range of plausible futures and explore how they might respond.
Stacy Augustine
Apr 18, 20252 min read


Raghavan Speaks on CDFIs
Raghavan also addressed the process of building the new CDFI certification framework—including the recertification process for all existing
Mike Beall, CUDE, Chief Experience Officer
Mar 6, 20253 min read


Ft. Randall FCU: We Think We Can, We Know We Can
The credit union has been working with CU Strategic Planning since 2021, when they applied for and received certification from the Community
CU Strategic Planning
Feb 27, 20253 min read


America’s First Black Credit Unions
Black Americans have relied on cooperatives since the 19th century, when both free and enslaved Black people would pool their money to pay f
CU Strategic Planning
Feb 18, 20253 min read


Celebrating Shirley Senn’s Legacy and Her New Mission to Support Small Credit Unions
Over her ten years with us, Shirley has been an integral part of our team, helping CU Strategic Planning secure over $1 billion in awards an
Vanessa Henry
Dec 18, 20242 min read


All Things CDFI - News for CDFI Credit Unions
December 17, 2024 Welcome to our new recurring series, “All Things CDFI.” Mike will share the latest updates on CDFI Fund news, deadlines...
Mike Beall, CUDE, Chief Experience Officer
Dec 17, 20241 min read


NCUA Guidance Letter Issued on Overdraft and NSF Fees
Key takeaways from the NCUA's guidance: Charging multiple NSF fees on the same expense (i.e. charging a fee on a represented item) is likely
CU Strategic Planning
Dec 11, 20242 min read
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