top of page


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
Vanessa Henry
Jul 23, 20202 min read


Virtual Town Hall: CUSP to Prep CUs for Potential CDFI Funding
Mark your calendars for Wednesday, March 25th at 2:00 pm EST for a town hall meeting on accessing these resources from CDFI and NCUA
CU Strategic Planning
Mar 24, 20201 min read


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...
CU Strategic Planning
Mar 23, 20202 min read


Credit Unions Are Saving Families from COVID's Financial Destruction
Consumers are in shock, looking for help. Credit unions and CDFIs are needed now more than ever before. Learn what they can do for you.
Vanessa Henry
Mar 22, 20201 min read


CDFI Credit Unions Have Implemented Strategies to Meet the Financial Needs of Members
CU STRATEGIC PLANNING RELEASES RESULTS OF CDFI COVID-19 SURVEY CU Strategic Planning, the CDFI thought leader and developer of more than...
CU Strategic Planning
Mar 20, 20202 min read


Emergency Appropriations for CDFI and NCUA
The following is a letter sent from CU Strategic Planning to the House and Senate appropriations committees on March 18, 2020, with...
Vanessa Henry
Mar 20, 20202 min read


President Trump Starts Budget Process for CDFI and CDRLF
CU Strategic Planning Confident of Full Funding in 2020 CU Strategic Planning’s Efforts to Educate Congressional Appropriators Have Paved...
Vanessa Henry
Feb 10, 20202 min read


Ronaldo Hardy & Mike Beall Get Personal at NCUA's Diversity Equity and Inclusion Summit
In his role as the Call to Action speaker at the NCUA's inaugural Credit Union Diversity, Equity and Inclusion Summit, CU Strategic...
Jamie Strayer
Nov 12, 20192 min read


CDFI Fund Changes Certification Requirements
On March 8, 2019, the CDFI Fund issued a Request for Public Comment on the fiscal year (FY) 2020-2022 Community Development Financial...
Jamie Strayer
Sep 13, 20193 min read


Ronaldo Hardy Joins CU Strategic Planning: Hardy to Lead Consultancy’s New Diversity and Inclusion
Tacoma, WA – July 10, 2019– Notable credit union speaker and thought leader, Ronaldo Hardy, is poised to make a big impact in financial...
Vanessa Henry
Jul 10, 20192 min read


CU Strategic Planning's Jamie Strayer interviewed for CUES Podcast
Jamie had the opportunity to sit down with CUES' James Lenz to discuss CDFI status in their latest podcast. Listen below and you'll learn...
Vanessa Henry
May 29, 20191 min read


View the Archived Webinar - Secrets to Winning a $1 Million CDFI Grant
If you missed the one hour "Secrets to Winning a CDFI Grant" Webinar held on Thursday, May 2, you can still learn the secrets of the #1...
Jamie Strayer
May 7, 20191 min read


Secrets to Winning a $1 Million CDFI Grant Webinar
Learn the secrets of the #1 CDFI grant writing team in the credit union industry. Hear directly from Chief Strategic & Advocacy Officer,...
Jamie Strayer
Apr 15, 20191 min read


What is the impact of CDFI Certified Credit Unions? $874 Million
Inspiring trends were presented at CUNA's CDFI Roundtable by Chief Economist, Mike Schenk. CDFI certified credit unions had the direct...
Jamie Strayer
Mar 21, 20192 min read


How To Effectively Manage LUAs, DORs And Other Adverse Examination Findings: The Definitive Guide
The increased use of DORs and LUAs for general regulatory purposes by the National Credit Union Administration (NCUA) has made it more...
Vanessa Henry
Aug 17, 201810 min read


How Credit Unions Can Remove the Compliance Burden of CDFI Certification Reporting
In 2016 the Community Development Financial Institutions Fund (CDFI Fund) launched a new mandatory Annual Certification Report for all...
Vanessa Henry
Jun 8, 20182 min read


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...
Mike Beall
Apr 10, 20182 min read


CU Strategic Planning's Credit Union Advocacy: Letter to Senate Appropriators Requesting Increase
The Honorable Shelley Moore Capito, Chairman Subcommittee on Financial Services and General Government Appropriations 172 Russell Senate...
Mike Beall
Mar 13, 20182 min read
bottom of page