Navigating CDFI Changes: Shirley Senn’s Timely Advice

Are you struggling with the complexities of getting crucial certifications and grants for your credit union? 

We’re excited to welcome Shirley Senn, Chief Consulting Officer for CU Strategic Planning, a key figure in the credit union movement. With a passion for saving small credit unions and serving the underserved, Shirley has dedicated her career to helping financial institutions thrive.

In this episode, Shirley shares her deep insights and expert advice on navigating the intricate world of certifications and grants. With a tremendous amount of change in the CDFI space over the last few years, many institutions are at risk of losing their hard-earned designations. 

Shirley will address these challenges and provide the most important advice for credit unions striving to obtain their certification and strategies to preserve it.