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CU Strategic Planning
CU Strategic Planning

Orange County’s Credit Union Receives CDFI Certification With CU Strategic Planning

CU Strategic Planning earned nearly half of all the CDFI grants awarded to credit unions this year and guided Orange County's CU for certification.

Oct. 7, 2020

CU Strategic Planning
CU Strategic Planning

CU Strategic Planning Clients Win Nearly Half of Treasury CDFI Funds to CUs

CU Strategic Planning client credit unions won nearly half the CDFI FA grants that went to credit unions & earned 10.4% more than other credit unions.

Sept. 25, 2020

CU Strategic Planning
CU Strategic Planning

Self-Help Takes Advantage Of CU Strategic Planning’s HERO Training

The $9.3 billion Self-Help family of credit unions contracted CU Strategic Planning for its HERO Community Development Financial Counseling training.

Sept. 8, 2020

CU Strategic Planning
CU Strategic Planning

TFCU Signs Extensive DEI Partnership With CU Strategic Planning

The $730 million TFCU has signed a long-term contract with CU Strategic Planning to assist with its diversity, equity and inclusion efforts.

July 3, 2020

CU Strategic Planning
CU Strategic Planning

CU Strategic Planning Hosts Townhall To Prep CUs For Potential CDFI Funding

CU Strategic Planning's townhall will share how to access CDFI grant funds and how to use them. More could be coming in response to COVID-19.

March 24, 2020

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CU Strategic Planning
CU Strategic Planning

Douglas Webster Joins CU Strategic Planning As Senior Strategist

CU Strategic Planning announces the addition of Douglas Webster, former CFO to the US Departments of Education and Labor, as senior strategist.

Jan. 6, 2020

CU Strategic Planning
CU Strategic Planning

23 CU Strategic Planning Credit Union Clients Win CDFI Grants Worth $15.5M

Credit union Community Development Financial Institutions Fund Financial Assistance Grants go toward prisoner re-entry, eviction prevention and more!

Dec. 3, 2019

CU Strategic Planning
CU Strategic Planning

CU Strategic Planning Applauds CDFI Technical Assistance Grant Winners

CU Strategic Planning congratulates the seven credit unions named as Community Development Financial Institutions Fund Technical Assistance awardees.

Sept. 20, 2019

CU Strategic Planning
CU Strategic Planning

Credit Unions: Be Aware Of Changes To CDFI Application Process

Beginning in 2020 application round, all Community Development Financial Institutions Fund Program applicants must be CDFI certified in advance.

Sept. 16, 2019

CU Strategic Planning
CU Strategic Planning

CU Strategic Planning Crosses $100 Million Mark for Cumulative CDFI Awards...

CU Strategic Planning crossed the $100 million mark for cumulative CDFI awards won by a single grant writing firm with $19.1 million won in 2018.

Sept. 20, 2018

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