Blog | CU Strategic Planning

CU Strategic Planning

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...

CU Strategic Planning

May 29, 20191 min read

CDFI

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...

View the Archived Webinar - Secrets to Winning a $1 Million CDFI Grant

Jamie Strayer

May 7, 20191 min read

CDFI

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...

Secrets to Winning a $1 Million CDFI Grant Webinar

Jamie Strayer

Apr 15, 20191 min read

CDFI

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,...

What is the impact of CDFI Certified Credit Unions? $874 Million

Jamie Strayer

Mar 21, 20192 min read

CDFI

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...

How To Effectively Manage LUAs, DORs And Other Adverse Examination Findings: The Definitive Guide

CU Strategic Planning

Aug 17, 201810 min read

NCUA

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...

How Credit Unions Can Remove the Compliance Burden of CDFI Certification Reporting

CU Strategic Planning

Jun 8, 20182 min read

CDFI

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...

Mike Beall

Apr 10, 20182 min read

CDFI

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...

CU Strategic Planning's Credit Union Advocacy: Letter to Senate Appropriators Requesting Increase

Mike Beall

Mar 13, 20182 min read

Advocacy

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...

CU Strategic Planning Submits Comment Letter to Congress on 2018 CDFI Fund Budget

Mike Beall

Mar 13, 20182 min read

CDFI

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...

How to Obtain a Credit Union Low Income Designation From the NCUA!

Jamie Strayer

Jul 20, 20173 min read

NCUA

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...

CU Strategic Planning Letter to Legislators for Robust Funding of CDFI

Mike Beall

Mar 28, 20172 min read

CDFI

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

Stacy Augustine

Feb 8, 20171 min read

CDFI

Be Warned!

This a public service announcement. Every year we see it—credit unions that are tricked into paying to renew their governmental...

Jamie Strayer

Jan 31, 20172 min read

NCUA

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...

Jamie Strayer

Jan 30, 20172 min read

CDFI

What is a CDCU?

“CDCU” is an acronym coined by a trade association serving credit unions called The National Federation of Community Development Credit...

Jamie Strayer

Jan 18, 20173 min read

CDFI

What is a CDFI?

Community development financial institutions (CDFIs) are: Are financial institutions dedicated to empowering and protecting working...

What are the Credit Union International Operating Principles?

Jamie Strayer

Jan 9, 20174 min read

Credit Union Principles

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...

Jamie Strayer

Jan 3, 20173 min read

CDFI

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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