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...
top of page
CU Strategic Planning
- May 23
- 3 min
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.
Stacy Augustine
- Jan 27
- 4 min
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...
CU Strategic Planning
- Sep 12, 2023
- 2 min
Louisiana Credit Unions Find Success and Change Lives as CDFIs
For Baton Rouge’s Neighbors Federal Credit Union, the long wait is finally over. While they were awarded $35 million in a secondary...
CU Strategic Planning
- Aug 24, 2023
- 2 min
Acting CDFI Director’s First Message Provides Update on 2023 and 2024 Grant Rounds
In her first official statement as acting director of the Community Development Financial Institutions Fund, Marcia Sigal announced two...
CU Strategic Planning
- Aug 10, 2023
- 2 min
CDFI Fund Certification Advisory Board recommends CU Strategic Planning-backed changes
CDFIs have been waiting, not-so-patiently, to learn the fate of the certification process from the Community Development Financial Instituti
CU Strategic Planning
- Jul 27, 2023
- 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
- Feb 23, 2023
- 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, 2023
- 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...
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
- May 27, 2022
- 3 min
Leveraging Data Capabilities to Serve CDFI Credit Unions
“How do you know that about our members?” That’s a common question we get from prospects and clients. We’ve learned the critical nature...
Mike Beall
- Apr 19, 2022
- 3 min
Four "Other" Paths to CDFI Certification
CDFI certification is intense and involved, but if your credit union has the means and the heart, the results for your community are your...
CU Strategic Planning
- Jan 26, 2022
- 2 min
20 Credit Unions Approved for CDFI Certification So Far This Year With CU Strategic Planning!
2022 is off to a roaring start for our credit union clients! So far this year, CU Strategic Planning has successfully ushered 20 credit...
CU Strategic Planning
- Jan 20, 2022
- 2 min
VyStar Credit Union Earns CDFI Certification With assistance from CU Strategic Planning
CU Strategic Planning recently helped VyStar Credit Union earn its certification as a Community Development Financial Institution....
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
- Nov 5, 2021
- 1 min
Arapahoe Credit Union CDFI Certification Approved
CU Strategic Planning leads industry, maintains 100% approval record Arapahoe CU received its Community Development Financial Institution...
CU Strategic Planning
- Oct 5, 2021
- 3 min
The High-Risk Case Against Free
It happens every year: each Community Development Financial Institution must complete and submit an Annual Certification Report (ACR) to...
bottom of page