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CDFI 2023: What Comes Next for CDFI Credit Unions
This is a confusing time for CDFI credit unions, and for those who are interested in Community Development Financial Institution...
CU Strategic Planning
Jan 17, 20231 min read


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...
CU Strategic Planning
Dec 21, 20223 min read


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...
Stacy Augustine
Dec 2, 202226 min read


Four Key Points to Creating Your DEIBA Budget
Your credit union believes in the values of diversity, equity, inclusion, belonging and accessibility, and you know you need a DEIBA...
Ronaldo Hardy
Sep 29, 20224 min read


Member Impact Stories: Centric FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
Sep 14, 20222 min read


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...
Mike Beall
Aug 23, 20225 min read


Member Impact Stories: Oswego County FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
Aug 23, 20222 min read


Member Impact Stories: Southern Security FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
Jul 13, 20221 min read


Credit Union Members Need HEROes in the Battle for Financial Independence
Only 55% of American adults believe they will achieve financial independence, according to a recent survey by the National Financial...
CU Strategic Planning
Jul 8, 20223 min read


CDFI $1.73 Billion Equitable Recovery Program Applications Now Open: Deadline is September 22
Note: since the original publication of this article, the CDFI Fund extended the deadline for ERP applications from August 23 to...
CU Strategic Planning
Jun 23, 20222 min read


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...
CU Strategic Planning
Jun 17, 20222 min read


Member Impact Stories: NorthPark Community Credit Union
This one’s about NorthPark Community Credit Union in central Indiana. A member had been with the credit union for about five years when she
CU Strategic Planning
Jun 13, 20222 min read


Member Impact Stories: New Orleans Firemen's FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
Jun 3, 20222 min read


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...
CU Strategic Planning
May 27, 20223 min read


Member Impact Stories: Sisseton-Wahpeton FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
May 6, 20222 min read


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...
Mike Beall
Apr 19, 20223 min read


CDFI Grant Season Draws to a Close: Hurry Up and Wait
With the click of the “Submit” button on the last of our client FY2022 CDFI FA and TA grant applications, our most intense season is at a...
CU Strategic Planning
Apr 14, 20222 min read


Member Impact Stories: FLAG CU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
Feb 2, 20222 min read
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