In the News
2026
CU Strategic Planning Says It Welcomes Treasury Review of CDFIs; Will Co-Host CDFI Roundtable
4/29/26, The CU Daily
Senators And Credit Unions Defend The CDFI Fund From Treasury Secretary Bessent
4/28/26, The Credit Union Connection
Callahan & Associates And CU Strategic Planning Holds Its First In-Person CDFI Executive Roundtable
4/28/26, creditunions.com
OMB Set to Release $289M of FY25 CDFI Funds, But New Strings are Attached That Could Lead to More Delays
4/10/26, The CU Daily
A Reminder CDFI Fund Has Started Issuing Noncompliance Notices for Certain CUs
4/6/26, The CU Daily
White House 2027 Budget Proposal Seeks to Cut More Than $200M From CDFI Fund
4/3/26, The CU Daily
Small Member Experiences Shape Trust In Modern Lending
3/31/26, The Credit Union Connection
Americans’ Shrinking Safety Net Must Be A Credit Union Leadership Priority
3/26/26, The Credit Union Connection
Coalition of CDFI Groups Says Release of $1B in Already Approved Funds Could Lead to 100K Affordable Housing Units
3/20/26, The CU Daily
For First Time Since September, CDFI Fund Posts Info on 2025 FA, TA Awards, CUSP Reports
3/11/26, The CU Daily
Senate CDFI Bill Welcomed, But CU Strategic Planning Recommends a Few Changes
3/2/26, The CU Daily
CU Strategic Planning Welcomes Introduction Of Bipartisan AFFORD Act
2/27/26, CU Broadcast
CU Strategic Planning applauds intact CDFI Fund budget following brief government shutdown
2/9/26, Credit Union Central
Newly Signed Bill to Keep Gov’t Functioning Also Includes Full Funding for CDFI Fund
2/5/26, The CU Daily
The Importance of the CDFI and Credit Union Combination
1/23/26, CU Times
2025
3 Shifts Credit Unions Must Make On Their Journey Toward Compelling
The Credit Union Connection, 12/8/25
Senate Committee Proposal for CDFI Fund Includes $50M More Than House Proposal
The CU Daily, 11/25/25
Why Credit Unions Are (and Always Have Been) Community Development Financial Institutions
The CU Daily, 11/21/25
Beyond Politics: CDFIs Drive Growth And Inclusion Amid Political Turbulence
The Credit Union Connection, 10/21/25
Filene uncovers strong financial impact for CDFI credit unions
CUInsight, 9/12/25
F A B Church Federal Credit Union Earns Community Development Certification
Savannah Tribune, 9/10/25
Recertification Deadline Approaching for Most CDFIs, CU Strategic Planning Reminds
The CU Daily, 8/27/25
The Credit Union Connection, 8/26/25
Why Congress Keeps Betting on CDFIs, & Why We Should, Too
The CU Daily, 8/19/25
Mission First & Always: Inside CEO Recruiting For CDFI Credit Unions
The Credit Union Connection, 7/10/25
Advisory Boards: The Smartest Investment Your CU Isn’t Making (Yet)
The CU Daily, 7/4/25
The CU Daily, 6/13/25
Mission-Driven Succession: Exec Recruiting for CUs That Changes Lives
The CU Daily, 6/2/25
How Strategy – or Lack Thereof – Affects Credit Union Loan Portfolios
The Credit Union Connection, 5/19/25
Is Your Credit Union Prepared for These Scenarios?
The CU Daily, 4/19/25
Why Credit Unions Should Consider Scenario Planning
The Credit Union Connection, 4/14/25
The CU Daily, 3/21/25
For CDFIs, The End of The Week May be Just the Start
The CU Daily, 3/17/25
CDFI Fund Faces Being Eliminated After Executive Order
The Credit Union Connection, 3/17/25
CU Strategic Planning Sees ‘Clear Statutory Basis’ for Keeping CDFI Fund
The CU Daily, 3/16/25
Fort Randall FCU Is Why Credit Unions Deserve Their Tax-exempt Status
The Credit Union Connection, 3/3/25
A New Resource for Community Development-Focused Credit Unions
The CU Daily, 2/19/25
Seattle’s connection to ‘Opportunity Knocks,’ the ‘Ted Lasso’ of reality TV
Seattle Times, 1/7/25
2024
An Interview w/ CU Strategic Planning EVP Joe Brancucci
The Credit Union Connection (YouTube), 11/18/24
Searching For New Leadership: How to Recruit the Next Generation of Credit Union Leaders
The Credit Union Connection, 9/20/24
An Overview of Questions CUs Should Ask
CU Today, 9/12/24
Strategies For Capturing Some of Billions Available
CU Today, 9/4/24
Navigating CDFI Changes: Shirley Senn’s Timely Advice
Banking on Experience Podcast 8/5/24
AACUC24: CU Strategic Planning's Shirley Senn Shares Conference Keynote Highlights
CU Broadcast 8/1/24
WCUC24: CU Strategic Planning's Shirley Senn Talks 'No Credit Union Left Behind' -- a Continuation
CU Broadcast 7/22/24
What the Callahan & Associates and CU Strategic Planning Alliance Means for Credit Unions
CU Broadcast, 4/24/24
Callahan & Associates, CU Strategic Planning Announce ‘Strategic Alliance’
CU Today, 4/23/24
Stepping Up to Serve the Latino and Hispanic Communities
CU Insight, 1/26/24
2023
As CDFI Certification Is Finally Revised, Concerns Remain for CUs
CU Times, 12/8/23
Putting Cooperative Principles Into Practice
CU Management, 8/30/23
Achieve Triple-Bottom-Line Returns Through Relevance
CU Management, 7/11/23
Opportunity Knock$ at Pelican State Credit Union
CUNA News, 7/10/23
Maybe We Focus on Interest Rate Caps for Predatory Lenders, Not Credit Unions
The Credit Union Connection, 5/4/23
A Changing View Toward The Future. Literally.
CU Today, 3/19/23
Social Impact Heroes: Why & How Jamie Strayer Of Opportunity Knock$ Is Helping To Change Our World
Medium – Authority Magazine, 2/9/23
2022
Big Banks Taking Big Swings – and Misses – in Minority, Underserved Markets
The Credit Union Connection, 11/21/22
A Dozen Dos and Don'ts of Leadership: Lessons Learned
CU Times, 11/14/22
How HERO Financial Counseling Program Has Changed Lives at JetStream FCU
CU Broadcast, 8/23/22
NorthPark Community CU Saves More Than $200k by Going Virtual; CDFI Funding Plays Important Role
Finopotamus, 6/3/22
Why CU Financial Counselors Are Shifting Focus
CU Today, 6/28/22
What CDFI Certification is Really About
CUToday, 4/9/22
Credit unions seeking CDFI certification should plan ahead (far ahead)
CUInsight, 1/19/22
2025
Recertification Deadline Approaching for Most CDFIs, CU Strategic Planning Reminds
The CU Daily, 8/27/25
The Credit Union Connection, 8/26/25
Why Congress Keeps Betting on CDFIs, & Why We Should, Too
The CU Daily, 8/19/25
Mission First & Always: Inside CEO Recruiting For CDFI Credit Unions
The Credit Union Connection, 7/10/25
Advisory Boards: The Smartest Investment Your CU Isn’t Making (Yet)
The CU Daily, 7/4/25
The CU Daily, 6/13/25
Mission-Driven Succession: Exec Recruiting for CUs That Changes Lives
The CU Daily, 6/2/25
How Strategy – or Lack Thereof – Affects Credit Union Loan Portfolios
The Credit Union Connection, 5/19/25
Is Your Credit Union Prepared for These Scenarios?
The CU Daily, 4/19/25
Why Credit Unions Should Consider Scenario Planning
The Credit Union Connection, 4/14/25
The CU Daily, 3/21/25
For CDFIs, The End of The Week May be Just the Start
The CU Daily, 3/17/25
CDFI Fund Faces Being Eliminated After Executive Order
The Credit Union Connection, 3/17/25
CU Strategic Planning Sees ‘Clear Statutory Basis’ for Keeping CDFI Fund
The CU Daily, 3/16/25
Fort Randall FCU Is Why Credit Unions Deserve Their Tax-exempt Status
The Credit Union Connection, 3/3/25
A New Resource for Community Development-Focused Credit Unions
The CU Daily, 2/19/25
Seattle’s connection to ‘Opportunity Knocks,’ the ‘Ted Lasso’ of reality TV
Seattle Times, 1/7/25