Support Is Strong for CDFI Credit Unions in “Challenging” Environment
As strong proponents of the credit union community, and particularly Community Development Financial Institution certifications and...
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CU Strategic Planning
- Jul 27
- 2 min
CDFI Fund Data Could Force Changes to Controversial Application Recommendations
Proposed Application Process Would Exclude ‘Significant Swaths’ of Credit Unions A newly released CDFI Fund report might have forced the...
CU Strategic Planning
- May 11
- 10 min
Comment Letter: CDFI and NACA Program Financial Assistance and Technical Assistance Applications
The following is the letter CU Strategic Planning provided in response to the Treasury's request for public comment on the Community...
CU Strategic Planning
- May 10
- 1 min
Legislating CDFI Fund Transparency
Credit union calls for greater transparency from the CDFI Fund are being met with bipartisan support. A CUNA-supported bill was put forth...
Shirley Senn and Aaron Duffy
- Apr 4
- 3 min
ALM 101: Why Credit Unions Won’t Get Caught Like SVB
Silicon Valley Bank (SVB) failed in March, creating some concern for consumers here in the U.S. and around the world. Typically following...
CU Strategic Planning
- Feb 23
- 1 min
Jodie Harris to Exit as Head of CDFI Fund
Jodie Harris, Director of the U.S. Department of the Treasury's Community Development Financial Institutions Fund (CDFI Fund), announced...
Mike Beall
- Feb 1
- 2 min
Light at the End of the Tunnel of the CDFI Fund’s New Certification Process
About the CDFI Fund's recent announcement that it's delaying the release of their updated certification.
CU Strategic Planning
- Dec 21, 2022
- 3 min
How the Treasury Department’s CDFI Fund Certification Proposal Could Impact CDFIs
October of 2023 will mark 15 years since CU Strategic Planning was founded, and 15 years of helping credit unions gain certification as...
Stacy Augustine
- Dec 2, 2022
- 26 min
Comment Letter: CDFI Program Certification Application
The following is the letter CU Strategic Planning provided in response to the Treasury's request for public comment on the Community...
CU Strategic Planning
- Nov 16, 2022
- 1 min
View the Free Webinar on CDFI Certification Changes
Note: This webinar has ended, but the recorded event is available for viewing on-demand. CU Strategic Planning is holding a Town Hall...
Mike Beall
- Aug 23, 2022
- 5 min
A Season of Changes for CDFIs
Community Development Financial Institutions, and those who work with them, are very aware of the many recent changes that have been put...
CU Strategic Planning
- Jun 17, 2022
- 2 min
House Subcommittee Approves $336.4 Million for CDFIs
The House Financial Services and General Government Subcommittee (FSGG) approved a FY2023 financial service spending bill that calls for...
Stacy Augustine
- Dec 2, 2021
- 8 min
Letter to the CDFI Fund Advisory Board
The following is the written statement of Stacy Augustine, CU Strategic Planning's President and CEO, provided to the CDFI Fund Advisory...
CU Strategic Planning
- Oct 29, 2021
- 4 min
Comments on the NCUA's Proposed Regulation on Subordinated Debt
A letter to the NCUA on its proposed regulation on subordinated debt.
CU Strategic Planning
- Oct 8, 2021
- 2 min
Reflecting our Commitment to Diversity
CU Strategic Planning has changed its employee holiday calendar to more authentically reflect the values of the company. Offices will...
CU Strategic Planning
- Jun 24, 2021
- 2 min
Letter to the House Committee on Appropriations
June 23, 2020 The Honorable Mike Quigley, Chairman The Honorable Steve Womack, Chairman House Committee on Appropriations House...
CU Strategic Planning
- Jun 15, 2021
- 2 min
CU Strategic Planning Wins $115 Million for CDFI Credit Unions
Fully 10% of $1.25 Billion from Rapid Response Program & 29% of CU Awards Credit Union Strategic Planning, the credit union movement’s...
CU Strategic Planning
- Jul 23, 2020
- 2 min
CU Strategic Planning's Letter to Senate Calls for $1B CDFI Supplemental Appropriation
We encourage leadership to include an appropriation of $1 billion for the Department of Treasury’s CDFI Fund in the Coronavirus stimulus bil
CU Strategic Planning
- Mar 23, 2020
- 2 min
A Message from the Owners
Dear credit union volunteers and professionals, As we all adjust to the widespread implications of COVID-19, better known as the...
Mike Beall
- Apr 10, 2018
- 2 min
Congress Agrees to Budget Deal
CU Strategic Planning’s Efforts to Educate Congressional Appropriators Pave Way for Record Funding You only have to scroll to page 476 of...
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