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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...
CU Strategic Planning
Jun 10, 20242 min read


What’s Happening with CDFI Certification, Recertification and Grants?
a brief overview of the state of the CDFI credit union world, covering topics your credit union should know.
CU Strategic Planning
May 23, 20243 min read


Support Is Strong for CDFI Credit Unions in “Challenging” Environment
As strong proponents of the credit union community, and particularly Community Development Financial Institution certifications and...
CU Strategic Planning
Oct 25, 20232 min read


CDFI Fund Data Could Force Changes to Controversial Application Recommendations
Proposed Application Process Would Exclude ‘Significant Swaths’ of Credit Unions A newly released CDFI Fund report might have forced the...
CU Strategic Planning
Jul 27, 20232 min read


Comment Letter: CDFI and NACA Program Financial Assistance and Technical Assistance Applications
The following is the letter CU Strategic Planning provided in response to the Treasury's request for public comment on the Community...
CU Strategic Planning
May 11, 202310 min read


Legislating CDFI Fund Transparency
Credit union calls for greater transparency from the CDFI Fund are being met with bipartisan support. A CUNA-supported bill was put forth...
CU Strategic Planning
May 10, 20231 min read


ALM 101: Why Credit Unions Won’t Get Caught Like SVB
Silicon Valley Bank (SVB) failed in March, creating some concern for consumers here in the U.S. and around the world. Typically following...
Shirley Senn and Aaron Duffy
Apr 4, 20233 min read


Jodie Harris to Exit as Head of CDFI Fund
Jodie Harris, Director of the U.S. Department of the Treasury's Community Development Financial Institutions Fund (CDFI Fund), announced...
CU Strategic Planning
Feb 23, 20231 min read


Light at the End of the Tunnel of the CDFI Fund’s New Certification Process
About the CDFI Fund's recent announcement that it's delaying the release of their updated certification.
Mike Beall
Feb 1, 20232 min read


How the Treasury Department’s CDFI Fund Certification Proposal Could Impact CDFIs
October of 2023 will mark 15 years since CU Strategic Planning was founded, and 15 years of helping credit unions gain certification as...
CU Strategic Planning
Dec 21, 20223 min read


Comment Letter: CDFI Program Certification Application
The following is the letter CU Strategic Planning provided in response to the Treasury's request for public comment on the Community...
Stacy Augustine
Dec 2, 202226 min read


A Season of Changes for CDFIs
Community Development Financial Institutions, and those who work with them, are very aware of the many recent changes that have been put...
Mike Beall
Aug 23, 20225 min read


House Subcommittee Approves $336.4 Million for CDFIs
The House Financial Services and General Government Subcommittee (FSGG) approved a FY2023 financial service spending bill that calls for...
CU Strategic Planning
Jun 17, 20222 min read


Letter to the CDFI Fund Advisory Board
The following is the written statement of Stacy Augustine, CU Strategic Planning's President and CEO, provided to the CDFI Fund Advisory...
Stacy Augustine
Dec 2, 20218 min read


Comments on the NCUA's Proposed Regulation on Subordinated Debt
A letter to the NCUA on its proposed regulation on subordinated debt.
CU Strategic Planning
Oct 29, 20214 min read


Reflecting our Commitment to Diversity
CU Strategic Planning has changed its employee holiday calendar to more authentically reflect the values of the company. Offices will...
CU Strategic Planning
Oct 8, 20212 min read


Letter to the House Committee on Appropriations
June 23, 2020 The Honorable Mike Quigley, Chairman The Honorable Steve Womack, Chairman House Committee on Appropriations House...
CU Strategic Planning
Jun 24, 20212 min read


CU Strategic Planning Wins $115 Million for CDFI Credit Unions
Fully 10% of $1.25 Billion from Rapid Response Program & 29% of CU Awards Credit Union Strategic Planning, the credit union movement’s...
CU Strategic Planning
Jun 15, 20212 min read


CU Strategic Planning's Letter to Senate Calls for $1B CDFI Supplemental Appropriation
We encourage leadership to include an appropriation of $1 billion for the Department of Treasury’s CDFI Fund in the Coronavirus stimulus bil
Vanessa Henry
Jul 23, 20202 min read


A Message from the Owners
Dear credit union volunteers and professionals, As we all adjust to the widespread implications of COVID-19, better known as the...
CU Strategic Planning
Mar 23, 20202 min read
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