In this webinar, Jason Rustin and Jeff Bailey of CU Collaborate break down the newly released CDFI certification requirements and what they mean for credit unions pursuing or maintaining certification. This session delivers practical insights for CDFI officers, compliance teams, and credit union leaders working through the updated eligibility tests and reporting rules. You'll learn what's changed across the seven certification eligibility tests, including primary mission, target markets, development services, and accountability, how the new mandatory transaction level report impacts your certification and annual compliance process, what the updated target market and investment area rules mean for your lending strategy, and the key deadlines and next steps for both currently certified and newly applying credit unions.
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