Certification

CU Strategic Planning

Oct 314 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.

There’s a Deadline Extension for CDFI Recertification – What Does That Mean for Your Credit Union?

CU Strategic Planning

Jun 271 min read

Certification

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...

What’s Happening with CDFI Certification, Recertification and Grants?

CU Strategic Planning

May 233 min read

CDFI

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.

How You’ll Learn to Stop Worrying and Love Advisory Boards

Stacy Augustine

Jan 274 min read

CDFI

How You’ll Learn to Stop Worrying and Love Advisory Boards

Editor's note: a version of this article also appears in The Credit Union Connection. Accountability is a critical component when it...

Louisiana Credit Unions Find Success and Change Lives as CDFIs

CU Strategic Planning

Sep 12, 20232 min read

CDFI

Louisiana Credit Unions Find Success and Change Lives as CDFIs

For Baton Rouge’s Neighbors Federal Credit Union, the long wait is finally over. While they were awarded $35 million in a secondary...

Acting CDFI Director’s First Message Provides Update on 2023 and 2024 Grant Rounds

CU Strategic Planning

Aug 24, 20232 min read

CDFI

Acting CDFI Director’s First Message Provides Update on 2023 and 2024 Grant Rounds

In her first official statement as acting director of the Community Development Financial Institutions Fund, Marcia Sigal announced two...

CU Strategic Planning

Aug 10, 20232 min read

Certification

CDFI Fund Certification Advisory Board recommends CU Strategic Planning-backed changes

CDFIs have been waiting, not-so-patiently, to learn the fate of the certification process from the Community Development Financial Instituti

CDFI Fund Data Could Force Changes to Controversial Application Recommendations

CU Strategic Planning

Jul 27, 20232 min read

CDFI

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...

Jodie Harris to Exit as Head of CDFI Fund

CU Strategic Planning

Feb 23, 20231 min read

CDFI

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...

Light at the End of the Tunnel of the CDFI Fund’s New Certification Process

Mike Beall

Feb 1, 20232 min read

CDFI

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.

How the Treasury Department’s CDFI Fund Certification Proposal Could Impact CDFIs

CU Strategic Planning

Dec 21, 20223 min read

CDFI

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...

Comment Letter: CDFI Program Certification Application

Stacy Augustine

Dec 2, 202226 min read

Advocacy

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...

Mike Beall

Aug 23, 20225 min read

CDFI

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...

Leveraging Data Capabilities to Serve CDFI Credit Unions

CU Strategic Planning

May 27, 20223 min read

CDFI

Leveraging Data Capabilities to Serve CDFI Credit Unions

“How do you know that about our members?” That’s a common question we get from prospects and clients. We’ve learned the critical nature...

Four "Other" Paths to CDFI Certification

Mike Beall

Apr 19, 20223 min read

CDFI

Four "Other" Paths to CDFI Certification

CDFI certification is intense and involved, but if your credit union has the means and the heart, the results for your community are your...

CU Strategic Planning

Jan 26, 20222 min read

CDFI

20 Credit Unions Approved for CDFI Certification So Far This Year With CU Strategic Planning!

2022 is off to a roaring start for our credit union clients! So far this year, CU Strategic Planning has successfully ushered 20 credit...

CU Strategic Planning

Jan 20, 20222 min read

CDFI

VyStar Credit Union Earns CDFI Certification With assistance from CU Strategic Planning

CU Strategic Planning recently helped VyStar Credit Union earn its certification as a Community Development Financial Institution....

Stacy Augustine

Dec 2, 20218 min read

Advocacy

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...

Arapahoe Credit Union CDFI Certification Approved

CU Strategic Planning

Nov 5, 20211 min read

CDFI

Arapahoe Credit Union CDFI Certification Approved

CU Strategic Planning leads industry, maintains 100% approval record Arapahoe CU received its Community Development Financial Institution...

CU Strategic Planning

Oct 5, 20213 min read

CDFI

The High-Risk Case Against Free

It happens every year: each Community Development Financial Institution must complete and submit an Annual Certification Report (ACR) to...

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