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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.

CDFI 2023

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

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  • Existing Grants

  • The New Certification Coming 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.

Credit Union Profitability Workbook

Credit Union Profitability Workbook

Credit unions operate in a dynamically changing financial industries market. Shifts in the economy, interest rates, and the labor market require ongoing changes to each institution’s business model to ensure profitability. This workbook illustrates the training and  consulting expertise that CU Strategic Planning offers.

Grow Loans With a Loan Loss Guarantee

Grow Loans with Proforma

Could increasing your loan volume with guaranteed loan loss reserves benefit your credit union? Of course.


Learn how Proforma leverages direct lending relationships and a loan loss guarantee fund to help credit unions overcome the current climate of falling loan-to-share & low investment yield.​

Comprehensive Guide to CDFI Certification

Does your Credit Union Qualify as a CDFI? 

To be eligible for a $1 million  CDFI Fund FA award, your credit union must first become a CDFI!  This guide breaks down just how your credit union can qualify. 

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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.

Insider Secrets

Insider Secrets to Win a $1 Million CDFI Grant

This report shares the secrets of the #1 CDFI grant writing team in the industry. Discover the secrets to our success and more.

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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