In this webinar, Jason Rustin and Jeff Bailey of CU Collaborate break down how credit unions can make sense of CDFI data to support certification and award compliance, from Transaction Level Report (TLR) essentials to the broader data requirements that come with maintaining CDFI status. This session delivers practical insights for CDFI officers, compliance teams, and credit union leaders navigating the certification and award reporting process. You'll learn the key differences between the abbreviated and full TLR and what data each requires, common pitfalls in collecting and reporting target market lending data, what other reporting obligations come with award compliance and annual certification, and why analyzing mid-year lending performance is critical to staying ahead of year-end target market thresholds.
