CU Strategic Planning

Peace and goodwill to all this holiday season!

Here's a fun little quiz: How well do you know CDFIs? We got 100%. 😀😍❤️ Can you? https://loom.ly/95Tvq4c #creditunions #cdfis #cdficreditunions Callahan & Associates, Inc.

SHIRLEY SENN, CUDE, we wish you well on this next exciting step on your journey helping credit unions! https://loom.ly/k4_lrUg #creditunions #careers Stacy Augustine

Welcome to All Things CDFI, your irregularly scheduled DC-focused programming from our CXO Michael Beall, ICUDE! With this inaugural edition, he updates CDFI credit unions on CDFI Award Agreements, our upcoming webinar to kick off 2025 and the big announcement that CU Strategic Planning is putting together....Tune in: https://loom.ly/qKyEdQk #creditunions #GAC2025 #CDFIs #CDFIcreditunions #financialinclusion #underserved #peoplehelpingpeople

49% of organizations see leaders spend only 1 day a month on strategic implementation! CU Strategic Planning can help with that. https://loom.ly/3l3gWII #growth #strategicplanning #strategy

This CDFI credit union shares how advisory boards are a big plus! https://loom.ly/lxYUJz8 “We always tell them we love to hear the good things we do, but we really want to hear the things we can improve on," Leigh Anne Bentley, CMO for Leaders Credit Union, said in this CreditUnions.com article. Callahan & Associates, Inc. #creditunions #CDFIs #CDFI #CDFIcreditunions #financialinclusion #underserved #peoplehelpingpeople #advisoryboards #advisoryboard

In case you missed it, CreditUnions.com featured Suncoast Credit Union, which is CDFI-certified, and how it's taking people-helping-people to the next level! Read more about why Suncoast's member growth has continued above peers: https://loom.ly/Obtkwbc #creditunions #microloans #creditunions #CDFIs #CDFI #CDFIcreditunions #financialinclusion #underserved #peoplehelpingpeople Melva McKay-Bass Callahan & Associates, Inc.

Risk is credit unions' middle name! As financial institutions, we are in the business of risk. Every single loan is a risk. What's critical, especially as default rates are rising, is that we also have a risk-based collections paradigm. It can generate a powerful shot in the arm for your ROA. Read Joe Brancucci's take on How to Manage Your Credit Union’s Risk When Lending in Lower Credit Tiers: https://loom.ly/uRYO9JE #creditunions #CDFIs #lending #loans #underserved #nonprimecredit

We know from our experience working with them that Afena Federal Credit Union and Ft. Randall Federal Credit Union walk the talk when it comes to community development. These small but mighty credit unions' leaders discuss how they've leveraged their awards from the CDFI Fund for their community's success! “This grant was easy to implement because it was already a part of our DNA,” Afena FCU CEO @Karen Madry said in this CreditUnions.com article. “The funding allows us to help more people. We’ve taken it and run.” Ft. Randall CEO Julie Thomson added. Read more of what these two CDFI credit union CEOs had to say: https://loom.ly/O9h-tKQ #creditunions #CDFIs #CDFI #CDFIcreditunions #financialinclusion #underserved #peoplehelpingpeople #cdfi #communitydevelopment #creditunion #ceo

Suncoast Credit Union offers so many wonderful opportunities for its members as a CDFI-certified credit union. From microloans for businesses to small-dollar share certificates on the savings side, they're really taking people-helping-people to another level! https://loom.ly/Obtkwbc #creditunions #microloans #creditunions #CDFIs #CDFI #CDFIcreditunions #financialinclusion #underserved #peoplehelpingpeople Melva McKay-Bass Callahan & Associates, Inc.