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.

The CDFI Emergency Support and Minority Lending Grant

The Treasury has said it will be rolling out the long-awaited $1.75B Emergency Support and Minority Lending Program Grant funds in the spring of 2022. That’s over five times as much as the CDFI’s FY 2022 budget… are you ready?

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The CDFI Landscape in 2022

The past two years have seen enormous change and opportunity for CDFIs. As a result, more credit unions are seeking CDFI certification, for good reason! Learn why you should act now to pursue certification for your credit union.

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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.

7 Ways to Calculate the Value of DEI


Improvements in DEI 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.

The 5 Pillars of DEI


You understand DEI 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 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.

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.

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.

Grow Loans With a Loan Loss Guarantee

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.​

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.