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.
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CU Strategic Planning
Jun 271 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...
CU Strategic Planning
May 233 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.
Stacy Augustine
Jan 274 min read
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...
CU Strategic Planning
Sep 12, 20232 min read
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...
CU Strategic Planning
Aug 24, 20232 min read
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
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
CU Strategic Planning
Jul 27, 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
Feb 23, 20231 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...
Mike Beall
Feb 1, 20232 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.
CU Strategic Planning
Dec 21, 20223 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...
Stacy Augustine
Dec 2, 202226 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...
Mike Beall
Aug 23, 20225 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...
CU Strategic Planning
May 27, 20223 min read
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...
Mike Beall
Apr 19, 20223 min read
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
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
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
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...
CU Strategic Planning
Nov 5, 20211 min read
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
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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