top of page
CU Strategic Planning
May 23, 20243 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.
Christine Duncan, VP Grant Compliance
May 3, 20244 min read
Material Events: What They Mean for CDFI Credit Unions
When these changes occur, especially unexpected ones, making sure that the CDFI Fund has been notified may be the last thing on your mind. H
Vanessa Henry
Apr 23, 20242 min read
Callahan & Associates and CU Strategic Planning Combine To Increase Credit Union Impact
Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit...
Vanessa Henry
Mar 20, 20242 min read
Protect Your Credit Union as a CDFI: Two Must-Attend Webinars
Two lending-focused webinars in April will provide timely best-practice advice.
CU Strategic Planning
Mar 11, 20241 min read
CDFI Fund Welcomes New Director Pravina Raghavan
In a long-awaited announcement, the Community Development Financial Institutions (CDFI) Fund stated on March 11 that Pravina Raghavan has...
Stacy Augustine
Jan 27, 20244 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...
Vanessa Henry
Dec 28, 20232 min read
Happy New Year from CU Strategic Planning
It's been a very eventful 2023, and as it draws to a close we've asked our team to share a few of their wishes for 2024. Happy New Year!...
CU Strategic Planning
Dec 7, 20231 min read
New CDFI Certification Requirements Unveiled by the US Treasury
In a significant milestone for credit unions certified as Community Development Financial Institutions (CDFI), U.S. Treasury shared the...
CU Strategic Planning
Nov 20, 20231 min read
Buckeye State Credit Union: Becoming a Real Player in Serving the Underserved
When Buckeye State Credit Union became certified as a Community Development Financial Institution, the team wasn’t confused on what to do...
CU Strategic Planning
Nov 8, 20234 min read
Navigating the CDFI FA Award Application Process
The CDFI Program FA Awards are opening up for the 2024 round soon, but the process is a complex one and not always easy to follow.
CU Strategic Planning
Oct 25, 20232 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 3, 20232 min read
Welcoming Joe Brancucci - and Launching CU Results!
New department will help credit unions to better achieve mission-driven relevancy. Welcome to the Team Credit union veteran Joseph (Joe)...
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
Jun 22, 20231 min read
CU Strategic Planning Applauds Selection of Ronaldo Hardy as the Next CEO of NACUSO
CU Strategic Planning recognized Ronaldo Hardy’s talents and innovative spirit long before he joined the company as an owner and is proud...
CU Strategic Planning
Jun 1, 20232 min read
Celebrating a Decade of Visionary Leadership
President/CEO Stacy Augustine Marks 10th Anniversary at CU Strategic Planning Milestones are not just markers of time; they signify...
bottom of page