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Increasing Your Credit Union's Target Market Lending
Looking to increase your CDFI lending in 2024 to meet compliance goals in 2025? Providing your Target Market with financial products and services is not only key to your mission, it's a requirement for retaining your CDFI status. Five of our own CDFI Lending experts share best practices and advice in this lively panel discussion.
Certification Next Steps Webinar
Your credit union can and should keep its CDFI certification! The new certification rules from the CDFI Fund have brought changes, but they are both manageable and flexible – and well worth it. This webinar is all about assessing how your credit union moves forward as a CDFI.
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The New CDFI Certification Application

The new CDFI certification has been released, and all current CDFIs will need to re-certify under the new standards by December 2024. This webinar explains what the new certification rules mean and how CU Strategic Planning is cutting through the red tape to keep all credit unions certified.

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Why Train your Front Line Staff as Financial Counselors?
The traditional financial counselor model is no longer enough. If your credit union wants to remain competitive—and truly help your members to lead a life of financial freedom—you need to spread the knowledge deeper throughout your team.
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CU Strategic Planning has over 15 years of unlocking opportunities for credit unions to change lives and their communities. Let us show you how we've helped our clients succeed, and how our clients have helped their members succeed.

Our Impact

Terri Hendrix, Vice President Business Development & Community Engagement, Carolina Foothills Federal Credit Union

"Their foresight and vision have reframed how credit unions think about community development – that it is the catalyst to improving lives."

Jeff Conrad, CEO/President, Pelican State Credit Union

“Pelican has benefitted from their exceptional grant writing and program creation skills in winning over $11 Million in CDFI Financial Assistance grants since 2010. …Without these funds, Pelican and many other CDFI credit unions would be limited in our ability to serve members in dire need.”

Michael Abernathy, President/CEO, Buckeye State Credit Union

“[CU Strategic Planning] has been a vital partner to us and the success we have had in changing the financial lives of thousands of people in distressed northeast Ohio communities.”

Jon Jeffreys, President & CEO, Callahan and Associates

“The leaders at CU Strategic Planning are “credit union people.” They come from credit unions, corporate credit unions, or trade associations. The values they lead with are fueling credit union impact.”

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