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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 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
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
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'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
The dynamic, interactive, personalized service that provides four channels to connect with the credit union market
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
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 congratulates the seven credit unions named as Community Development Financial Institutions Fund Technical Assistance awardees.
Sept. 20, 2019
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 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