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CU Strategic Planning
14 minutes ago3 min read
Ft. Randall FCU: We Think We Can, We Know We Can
The credit union has been working with CU Strategic Planning since 2021, when they applied for and received certification from the Community
Mike Beall, CUDE, Chief Experience Officer
6 days ago8 min read
The CDFI Briefing
As-it-happens policy and legislative updates for CDFI credit unions - updated Friday, February 12
CU Strategic Planning
Feb 183 min read
America’s First Black Credit Unions
Black Americans have relied on cooperatives since the 19th century, when both free and enslaved Black people would pool their money to pay f
Vanessa Henry
Dec 18, 20242 min read
Celebrating Shirley Senn’s Legacy and Her New Mission to Support Small Credit Unions
Over her ten years with us, Shirley has been an integral part of our team, helping CU Strategic Planning secure over $1 billion in awards an
Mike Beall, CUDE, Chief Experience Officer
Dec 17, 20241 min read
All Things CDFI - News for CDFI Credit Unions
December 17, 2024 Welcome to our new recurring series, “All Things CDFI.” Mike will share the latest updates on CDFI Fund news, deadlines...
CU Strategic Planning
Dec 11, 20242 min read
NCUA Guidance Letter Issued on Overdraft and NSF Fees
Key takeaways from the NCUA's guidance: Charging multiple NSF fees on the same expense (i.e. charging a fee on a represented item) is likely
Joe Brancucci, EVP CU Results
Nov 25, 20243 min read
How to Manage Your Credit Union’s Risk When Lending in Lower Credit Tiers
If credit unions are going to be a relevant player in the lending marketplace they will need to take calculated risks while mitigating risk
CU Strategic Planning
Nov 22, 20242 min read
TA Awards Go to 100% of Our Credit Union Applicants
All 15 credit unions that CU Strategic Planning helped apply for Technical Assistance awards received the $300,000 maximum award.
Vanessa Henry
Oct 31, 20244 min read
10 Steps to Take NOW for CDFI Recertification Success
We've pulled together ten steps you can take before the end of the year to help secure your credit union's CDFI recertification.
CU Strategic Planning
Oct 30, 20242 min read
A Closer Look at the 2024 CDFI Fund FA Awards
Last month, the CDFI Fund announced its 2024 Financial Assistance (FA) Awards , covering a two-year application cycle and granting $408.2...
CU Strategic Planning
Sep 30, 20244 min read
After 30 Years, the CDFI Fund Continues to Fuel Economic Development
CU Strategic Planning’s work with CDFI credit unions is central to our North Star: unlocking opportunities for credit unions to change lives
Vanessa Henry
Sep 27, 20242 min read
81 CDFI CU Grants Push CU Strategic Planning Clients’ Total to Over $1 Billion
CU Strategic Planning clients account for 60% of all CDFI FA Awards granted to credit unions this round.
CU Strategic Planning
Jul 18, 20243 min read
4 Stories of Credit Unions Making a Difference for Members
As people continue to face challenges, make changes in their lives, and expand their horizons, credit unions continue to support members...
Vanessa Henry
Jun 27, 20241 min read
There’s a Deadline Extension for CDFI Recertification – What Does That Mean for Your Credit Union?
On Thursday, June 20 the CDFI Fund extended its deadline for re-certifying CDFIs. Depending on a credit union’s fiscal year-end, this...
Jessica LaRocca, AVP, Strategic Planning Services
Jun 27, 20243 min read
Unlocking Your Credit Union's Potential: A Strategic Planning Approach for Long-Term Success
Strategic planning is more than just part of our name, and more than a buzzword—it's a crucial practice for any organization aiming for...
Sharon Hall
Jun 13, 20241 min read
A Message from Sharon Hall
Sharon joined CU Strategic Planning in 2016 and has led us as CFO, co-owner and founder and Chair of the National Council for Financial...
CU Strategic Planning
Jun 10, 20242 min read
The CDFI Fund Transparency Act: What It Means for CDFI Credit Unions
The House Financial Services Committee recently passed H.R. 3161, the CDFI Fund Transparency Act, by a voice vote. Basically, what it...
Joe Brancucci, EVP CU Results
May 30, 20243 min read
Is Your Credit Union Prepared for Equitable Recovery Program Grant Reporting?
A challenge with the ERP grants is the specific reporting requirements that the funds to only be used in the way the grant was structured.
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