10 Steps to Take NOW for CDFI Recertification Success
We've pulled together ten steps you can take before the end of the year to help secure your credit union's CDFI recertification.
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CU Strategic Planning
Oct 302 min read
A Closer Look at the 2024 CDFI Fund FA Awards
Last month, the CDFI Fund announced its 2024 Financial Assistance (FA) Awards , covering a two-year application cycle and granting $408.2...
CU Strategic Planning
Sep 304 min read
After 30 Years, the CDFI Fund Continues to Fuel Economic Development
CU Strategic Planning’s work with CDFI credit unions is central to our North Star: unlocking opportunities for credit unions to change lives
CU Strategic Planning
Sep 101 min read
CU Today Confirms: GGRF Grant Preparation Led by CU Strategic Planning
Planning for the CCIA means planning for multi-year loan growth, potential new products to be design or core processing updates. Begin now!
CU Strategic Planning
Jun 271 min read
There’s a Deadline Extension for CDFI Recertification – What Does That Mean for Your Credit Union?
On Thursday, June 20 the CDFI Fund extended its deadline for re-certifying CDFIs. Depending on a credit union’s fiscal year-end, this...
Jessica LaRocca, AVP, Strategic Planning Services
Jun 273 min read
Unlocking Your Credit Union's Potential: A Strategic Planning Approach for Long-Term Success
Strategic planning is more than just part of our name, and more than a buzzword—it's a crucial practice for any organization aiming for...
CU Strategic Planning
Jun 102 min read
The CDFI Fund Transparency Act: What It Means for CDFI Credit Unions
The House Financial Services Committee recently passed H.R. 3161, the CDFI Fund Transparency Act, by a voice vote. Basically, what it...
Joe Brancucci, EVP CU Results
May 303 min read
Is Your Credit Union Prepared for Equitable Recovery Program Grant Reporting?
A challenge with the ERP grants is the specific reporting requirements that the funds to only be used in the way the grant was structured.
CU Strategic Planning
May 233 min read
What’s Happening with CDFI Certification, Recertification and Grants?
a brief overview of the state of the CDFI credit union world, covering topics your credit union should know.
Christine Duncan, VP Grant Compliance
May 34 min read
Material Events: What They Mean for CDFI Credit Unions
When these changes occur, especially unexpected ones, making sure that the CDFI Fund has been notified may be the last thing on your mind. H
CU Strategic Planning
Apr 232 min read
Callahan & Associates and CU Strategic Planning Combine To Increase Credit Union Impact
Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit...
CU Strategic Planning
Apr 43 min read
$20 Billion in Greenhouse Gas Reduction Fund Grants Announced
70% go toward low-income and disadvantaged communities The Environmental Protection Agency announced its selections for $20 billion in...
CU Strategic Planning
Mar 111 min read
CDFI Fund Welcomes New Director Pravina Raghavan
In a long-awaited announcement, the Community Development Financial Institutions (CDFI) Fund stated on March 11 that Pravina Raghavan has...
Stacy Augustine
Jan 274 min read
How You’ll Learn to Stop Worrying and Love Advisory Boards
Editor's note: a version of this article also appears in The Credit Union Connection. Accountability is a critical component when it...
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