By William Wille, managing editor, The Credit Union Connection Tightrope walkers. We’ve all seen them. At circuses, street festivals, even in
Americans’ shrinking safety net must be a credit union leadership priority Read More »
CDFI Fund’s 60% of loan dollars rule is ripe for discussion Michael Beall, CXO, CU Strategic Planning, a Callahan Company
The AFFORD Act: A Bipartisan Win for Community Development Finance Read More »
Ratio of number to dollar amount of loans required should also be reconsidered CU Strategic Planning, a Callahan company dedicated
CU Strategic Planning Welcomes Introduction of Bipartisan AFFORD Act Read More »
By Joseph (Joe) Brancucci, EVP CU Results at CU Strategic Planning Maria waits in her car outside the credit union, rehearsing
3 Shifts Credit Unions Must Make on Their Journey Toward Compelling Read More »
By Stacy Augustine, President, CU Strategic Planning On Oct. 10, 2025, CDFI Fund staff—most of whom were already furloughed—received Reduction in Force
Beyond Politics: CDFIs Drive Growth and Inclusion Amid Political Turbulence Read More »
CU Strategic Planning contributes to Filene research New research from Filene, “Amplifying Your Credit Union’s Mission: Financial and Community Impacts
Filene Uncovers Strong Financial Impact for CDFI Credit Unions Read More »
“What does the future look like?” That’s the question Aaron Duffy hears most often from credit union leaders navigating the
Michael Beall, CXO, CU Strategic Planning When a Community Development Financial Institution (CDFI) credit union needs a new CEO, it’s
Mission First & Always: Inside CEO Recruiting for CDFI Credit Unions Read More »
Joe Brancucci, EVP of CU Results, CU Strategic Planning Managing a credit union’s balance sheet is complex and employs many different
How Strategy – or Lack Thereof – Affects Credit Union Loan Portfolios Read More »
A recent proposal from President Trump’s “skinny budget” has cast a spotlight on the future of the Community Development Financial
CDFI Funding in Question: What Credit Unions Need to Know Read More »
