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Learning Resource Center

Knowledge Reports and Webinars

CU Strategic Planning is made up of credit union experts. You can get the benefits of a bit of this expertise below, with these knowledge reports and webinars available for download. We're happy to discuss how we can put our experience to work for you — please contact us for more information.

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Grants,  Certification & Compliance, OH MY!

This comprehensive webinar covers the latest critical information that CDFI credit unions will need to know in 2023, including:

  • Existing grants

  • New certification coming Fall 2023

  • Future awards

Implementing DEIBA

You want to implement DEIBA in your credit union, but what does the journey look like? 

Learn what a comprehensive strategy looks like, the benefits of fully committing to the process, and how to create a roadmap for successful DEIBA integration.

5 Pillars of DEI webinar

The 5 Pillars of DEI

You understand DEIBA is a moral responsibility, with the ability to increase organizational performance and have bottom line impact. You're eager to get started on building out your strategy, but you have no idea what to do next. Here's how you find out.

Secrets to Winning webinar

Learn from the #1 Credit Union CDFI Grant Writers

We have helped over 150 credit unions obtain CDFI certification and win over $770 million in awards to CDFIs. This one hour webinar explains how we did it and how you can do it too. Don't let the 527 pages of CDFI application materials and federal guidance intimidate you.

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Understanding the New CDFI Certification Changes

The CDFI Fund’s proposed revisions to the certification criteria  include significant changes and address aspects of credit union operations that have never been included before. It’s important that CDFIs start assessing  how the proposed changes will affect their organizations.  

HERO Financial Counseling webinar

4 Reasons to Train 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.

Calculate the Value of DEI

7 Ways to Calculate the Value of DEI

Improvements in DEIBA can boost financial performance, improve employee performance, foster more innovation, improve member satisfaction and more.​ Don't pass up this opportunity to help keep your credit union on the leading edge of growth and performance.

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