Blog | CU Strategic Planning

CU Strategic Planning

Dec 2, 20212 min read

Member Impact Stories: St. Tammany FCU

The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...

Member Impact Stories: Financial Partners

CU Strategic Planning

Dec 1, 20212 min read

Member Impact

Member Impact Stories: Financial Partners

The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...

Member Impact Stories: Carolina Foothills FCU

CU Strategic Planning

Nov 29, 20212 min read

Member Impact

Member Impact Stories: Carolina Foothills FCU

The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...

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...

Comments on the NCUA's Proposed Regulation on Subordinated Debt

CU Strategic Planning

Oct 29, 20214 min read

NCUA

Comments on the NCUA's Proposed Regulation on Subordinated Debt

A letter to the NCUA on its proposed regulation on subordinated debt.

NCUA’s MDI Mentoring Grant and the CDFI Minority Lending Program Grant: What’s the Difference?

CU Strategic Planning

Oct 14, 20213 min read

CDFI

NCUA’s MDI Mentoring Grant and the CDFI Minority Lending Program Grant: What’s the Difference?

On Oct. 12, the NCUA announced it has opened the doors for credit unions with both a low-income and minority depository institution...

CU Strategic Planning

Oct 8, 20212 min read

DEI

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 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...

HERO Financial Counseling Training Program Helps CDFIs Serve Those Most in Need

CU Strategic Planning

Oct 1, 20212 min read

HERO

HERO Financial Counseling Training Program Helps CDFIs Serve Those Most in Need

The HERO Community Development Certified Financial Counseling program, developed and administered by CU Strategic Planning, has been...

FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award

CU Strategic Planning

Sep 17, 20212 min read

CDFI

FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award

CU Strategic Planning specializes in writing winning grants applications for The U.S. Treasury's CDFI Financial Assistance Awards, but...

Ronaldo Hardy

Sep 13, 20212 min read

DEI

DEI: Let’s Get Started

I started my Diversity, Equity and Inclusion advocacy journey in high school, and I’ve carried that into my work in and with credit...

Excite CU Poised to Expand Lending to Consumers and Small Businesses in Low Income Communities

CU Strategic Planning

Sep 12, 20212 min read

CU Strategic Planning

Excite CU Poised to Expand Lending to Consumers and Small Businesses in Low Income Communities

Excite Credit Union CEO Brian Dorcy says he is “Excited” about achieving Community Development Financial Institution certification. The...

Member Impact Stories: Express and Orange County's Credit Union

CU Strategic Planning

Aug 23, 20213 min read

Member Impact

Member Impact Stories: Express and Orange County's Credit Union

Orange County’s Credit Union sees a person, not a credit score, and Express Credit Union helps a member get out of debt and build income.

New Partnership with TransUnion Will Help Credit Unions Secure CDFI Grants

CU Strategic Planning

Aug 9, 20211 min read

Partnerships

New Partnership with TransUnion Will Help Credit Unions Secure CDFI Grants

TransUnion (NYSE: TRU) and CU Strategic Planning announced today a partnership to help credit unions apply for Treasury Department...

Case Study: JetStream FCU Leverages $3.3M in CDFI Grants to Make $38M+ in Loans

CU Strategic Planning

Aug 3, 20212 min read

CDFI

Case Study: JetStream FCU Leverages $3.3M in CDFI Grants to Make $38M+ in Loans

JetStream Federal Credit Union wanted to reach out to more of its low-income members with products and services that fit their needs.

Jamie Strayer

Aug 2, 20213 min read

CDFI

How to Become a Certified CDFI

CDFI Certification is the US Department of the Treasury’s recognition of specialized financial institutions serving low-income communities.

Member Impact Stories: American 1, MERCO, and SkyPoint

CU Strategic Planning

Jul 18, 20212 min read

Member Impact

Member Impact Stories: American 1, MERCO, and SkyPoint

American 1 helps a member keep his loans safe, MERCO works with a member to keep her car, and SkyPoint aids a member during a COVID crisis.

Maximize Community Impact and Financial Inclusion with Upcoming Emergency Grants

CU Strategic Planning

Jun 28, 20212 min read

CDFI

Maximize Community Impact and Financial Inclusion with Upcoming Emergency Grants

The US Treasury CDFI Fund recently provided $1.25 billion in grants through its Rapid Response Program in response to the economic impact...

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