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  • CU Strategic Planning

Protect Your Credit Union as a CDFI: Two Must-Attend Webinars

Two webinars will provide timely best-practice advice

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How do you ensure that your CDFI credit union's lending in 2024 will meet compliance standards in 2025? Are you reaching the people in your Target Market, and is that lending equitable?

CU Strategic Planning will be hosting a pair of lending-related webinars in April covering just this topic.

April 3, 2024 3:00 PM EDT/12:00 PM PDT

As a CDFI credit union, you must serve the community that is your designated Target Market. Providing low-income people, vulnerable populations and disadvantaged communities with financial products and services is key to your mission, and Target Market lending is a critical metric for measuring your success.


We’re hosting a panel discussion with five of our own CDFI Lending experts. They’ll share best practices and advice for increasing your Target Market Lending.


We’ll cover both short-term and long-term strategies to increase Target Market lending, as well as valuable sources of data to help you reach those underserved members.

April 23, 2024 2:00 PM EDT/11:00 AM PDT

Fair lending is a regulatory hot topic for credit unions, and one that the NCUA has announced as a supervisory area of priority 2024. In this webinar, Joe Brancucci will be tackling this issue from a practical perspective. He’ll discuss how to uncover fair lending pitfalls, and where your credit union’s practices might be unknowingly creating disparate impact among your borrowers.

Joe will share his perspective from a career as a credit union leader, and as head of our CU Results consulting division, with advice and best practices to help your credit union live its cooperative principles and serve your community.

Join us for either, or both! Even if you can't attend the webinars live, go ahead and register and we'll email you a link to the recording after the event.


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