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Vanessa Henry
Jul 10, 20192 min read
Ronaldo Hardy Joins CU Strategic Planning: Hardy to Lead Consultancy’s New Diversity and Inclusion
Tacoma, WA – July 10, 2019– Notable credit union speaker and thought leader, Ronaldo Hardy, is poised to make a big impact in financial...
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Vanessa Henry
May 29, 20191 min read
CU Strategic Planning's Jamie Strayer interviewed for CUES Podcast
Jamie had the opportunity to sit down with CUES' James Lenz to discuss CDFI status in their latest podcast. Listen below and you'll learn...
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Jamie Strayer
May 7, 20191 min read
View the Archived Webinar - Secrets to Winning a $1 Million CDFI Grant
If you missed the one hour "Secrets to Winning a CDFI Grant" Webinar held on Thursday, May 2, you can still learn the secrets of the #1...
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Jamie Strayer
Apr 15, 20191 min read
Secrets to Winning a $1 Million CDFI Grant Webinar
Learn the secrets of the #1 CDFI grant writing team in the credit union industry. Hear directly from Chief Strategic & Advocacy Officer,...
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Jamie Strayer
Mar 21, 20192 min read
What is the impact of CDFI Certified Credit Unions? $874 Million
Inspiring trends were presented at CUNA's CDFI Roundtable by Chief Economist, Mike Schenk. CDFI certified credit unions had the direct...
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Vanessa Henry
Aug 17, 201810 min read
How To Effectively Manage LUAs, DORs And Other Adverse Examination Findings: The Definitive Guide
The increased use of DORs and LUAs for general regulatory purposes by the National Credit Union Administration (NCUA) has made it more...
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Vanessa Henry
Jun 8, 20182 min read
How Credit Unions Can Remove the Compliance Burden of CDFI Certification Reporting
In 2016 the Community Development Financial Institutions Fund (CDFI Fund) launched a new mandatory Annual Certification Report for all...
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Mike Beall
Apr 10, 20182 min read
Congress Agrees to Budget Deal
CU Strategic Planning’s Efforts to Educate Congressional Appropriators Pave Way for Record Funding You only have to scroll to page 476 of...
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Mike Beall
Mar 13, 20182 min read
CU Strategic Planning's Credit Union Advocacy: Letter to Senate Appropriators Requesting Increase
The Honorable Shelley Moore Capito, Chairman Subcommittee on Financial Services and General Government Appropriations 172 Russell Senate...
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Mike Beall
Mar 13, 20182 min read
CU Strategic Planning Submits Comment Letter to Congress on 2018 CDFI Fund Budget
The Honorable Shelley Moore Capito Chairman Subcommittee on Financial Services and General Government Appropriations 172 Russell Senate...
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Jamie Strayer
Jul 20, 20173 min read
How to Obtain a Credit Union Low Income Designation From the NCUA!
While the Low Income Designation (LID) is automatic for some credit unions, it is elusive to others. Management of credit unions serving...
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Mike Beall
Mar 28, 20172 min read
CU Strategic Planning Letter to Legislators for Robust Funding of CDFI
CDFI is an effective federal government agency and important part of the U.S. Department of the Treasury that has been a significant partner
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Stacy Augustine
Feb 8, 20171 min read
Be Warned!
This a public service announcement. Every year we see it—credit unions that are tricked into paying to renew their governmental...
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Jamie Strayer
Jan 31, 20172 min read
What is NCUA? And What Does It Do?
The NCUA Explained The National Credit Union Administration is most commonly referred to as the NCUA. It is the independent federal...
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Jamie Strayer
Jan 30, 20172 min read
What is a CDCU?
“CDCU” is an acronym coined by a trade association serving credit unions called The National Federation of Community Development Credit...
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Jamie Strayer
Jan 18, 20173 min read
What is a CDFI?
Community development financial institutions (CDFIs) are: Are financial institutions dedicated to empowering and protecting working...
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Jamie Strayer
Jan 9, 20174 min read
What are the Credit Union International Operating Principles?
Credit unions around the world operate per the same core principles and values. They are: Democratic Structure Open and Voluntary...
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Jamie Strayer
Jan 3, 20173 min read
What is the CDFI Fund?
The Community Development Financial Institutions (CDFI) Fund was created in 1994 as an independent agency administered by the U.S....
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