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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 26, 20222 min read


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....
CU Strategic Planning
Jan 20, 20222 min read


Member Impact Stories: Consolidated Community CU
The member is finally a homeowner thanks to the credit union’s willingness to look at the individual and not let his lack of citizenship...
CU Strategic Planning
Dec 30, 20211 min read


CU Strategic Planning Wins 100% of Secondary Capital and ECIP Plan Proposals
Half a billion dollars goes to CU Strategic Planning clients in one day; more than all historical and outstanding secondary capital...
CU Strategic Planning
Dec 16, 20212 min read


CU Strategic Planning Clients Awarded More Than $20 Million from CDFI Fund
CU Strategic Planning is proud to announce that the grant applications we facilitated for our clients make up nearly half of all of this...
CU Strategic Planning
Dec 9, 20212 min read


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...
Stacy Augustine
Dec 2, 20218 min read


Member Impact Stories: St. Tammany 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
Dec 2, 20212 min read


Member Impact Stories: Financial Partners
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
Dec 1, 20212 min read


Member Impact Stories: Carolina Foothills 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
Nov 29, 20212 min read


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
Nov 5, 20211 min read


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 29, 20214 min read


NCUA’s MDI Mentoring Grant and the CDFI Minority Lending Program Grant: What’s the Difference?
On Oct. 12, the NCUA announced it has opened the doors for credit unions with both a low-income and minority depository institution...
CU Strategic Planning
Oct 14, 20213 min read


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
Oct 8, 20212 min read


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...
CU Strategic Planning
Oct 5, 20213 min read


HERO Financial Counseling Training Program Helps CDFIs Serve Those Most in Need
The HERO Community Development Certified Financial Counseling program, developed and administered by CU Strategic Planning, has been...
CU Strategic Planning
Oct 1, 20212 min read


FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award
CU Strategic Planning specializes in writing winning grants applications for The U.S. Treasury's CDFI Financial Assistance Awards, but...
CU Strategic Planning
Sep 17, 20212 min read


DEI: Let’s Get Started
I started my Diversity, Equity and Inclusion advocacy journey in high school, and I’ve carried that into my work in and with credit...
Ronaldo Hardy
Sep 13, 20212 min read


Excite CU Poised to Expand Lending to Consumers and Small Businesses in Low Income Communities
Excite Credit Union CEO Brian Dorcy says he is “Excited” about achieving Community Development Financial Institution certification. The...
CU Strategic Planning
Sep 13, 20212 min read
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