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CUCollaborate Resources

Even Smaller Optimizations Can Yield Major Impact

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Webinar Recording

The Quarterly Download: a Quick Review of Q1 Merger Trends

Catch up on the Q1 credit union merger activity in minutes. CUCollaborate's Quarterly Download webinar breaks down NCUA filings, deal sizes, and trends.

Webinar Recording

Reaching Your Credit Union's LID and CDFI Goals

Learn how the Low-Income Designation and CDFI Certification unlock funding and lending advantages, plus the strategies to qualify and keep your status.

Webinar Recording

Leveraging the Power of an Open Association

Discover how open associations expand your field of membership beyond geography, and meet the partners helping credit unions reach new members.

Webinar Recording

Navigating NCUA Merger Requirements A Practical Guide for Credit Unions

A step-by-step look at the NCUA merger approval process, from due diligence and member notice to board responsibilities and common compliance pitfalls.

Webinar Recording

Reaching the Underserved Data Driven Growth with Measurable Community Impact

See how CUCollaborate's mapping data and partnerships help credit unions reach underserved markets and turn community impact into measurable growth.

Webinar Recording

How LID Credit Unions Can Use Subordinated Debt to Unlock Growth and Manage Capital Constraints

CUCollaborate's Chief Economist explains how subordinated debt works for credit unions, its regulatory expectations, benefits, risks, and common myths.

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The State of Credit Union Mergers: Trends, Drivers, and What's Next

Chris Tissue breaks down current credit union merger trends and drivers, and what boards and executives should watch for as consolidation continues.

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Unlocking Growth The Benefits of the NCUA Low Income Designation

Learn how the Low-Income Designation helps credit unions grow, expand services, and build financial resilience, plus a real case study on getting there.

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Making Sense of CDFI Data for Certification & Award Compliance

CUCollaborate walks through how to interpret CDFI data requirements so your credit union stays compliant for certification and award reporting.

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Maximizing Your Credit Union's Potential with a Low-Income Designation

See how to obtain and retain a Low-Income Designation, unlock non-member deposits and grant funding, and grow LID-eligible membership with data.

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Rethinking Credit Union Growth Unlocking Market Expansion Opportunities

A live demo of ExpandCU shows how data-driven mapping automates field of membership analysis and uncovers overlooked market expansion opportunities.

Webinar Recording

Engaging the Next Generation of Credit Union Members with LendKey

See how CUCollaborate's partnership with LendKey helps credit unions reach student borrowers, strengthen LID and CDFI strategies, and build loyalty.

Webinar Recording

Embedded Financing Strategies for 2025 with LoanStar

Learn how LoanStar's embedded financing helps credit unions offer instant point-of-need loans, reach underserved members, and grow SEG partnerships.

Webinar Recording

Grow Membership Through Personal Loan Financing with NALN Webinar

CUCollaborate and NALN discuss how personal loan financing drives member growth and supports your CDFI or Low-Income Designation strategy.

Webinar Recording

Field of Membership Expansion: Growing Your Credit Union's Impact

Learn how to expand your field of membership strategically, backed by CUCollaborate's track record of successful FOM expansion approvals.

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Merger Network and Strategies

Learn how CUCollaborate's Merger Network brings transparency and competition to credit union mergers, whether you're acquiring or being acquired.

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CDFI Certification Overview for Credit Unions

Learn what it takes to become CDFI-ready, meet aggregate lending requirements, and use partnerships to attract CDFI-qualified borrowers.

Webinar Recording

Low Income Designation Strategies with NALN

CUCollaborate and NALN explain how credit unions use the Low-Income Designation and auto lending to attract LID-eligible members.

Webinar Recording

CDFI Certification: Application Process Update

New CDFI certification rules explained: target markets, accountability, TLR reporting & more. Watch CU Collaborate's expert breakdown for credit unions.

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CDRLF Grant Overview and Strategies

Learn the eligibility requirements, award insights, and outreach strategies to help your credit union win CDRLF grant funding.

Webinar Recording

Grow Your Credit Union with a Strategic Field of Membership

Learn how to expand your field of membership, boost online application conversions, and reduce member eligibility confusion.

Webinar Recording

The Secret to Credit Union Charter & Field of Membership Optimization

CUCollaborate explains how chartering and field of membership decisions shape growth, and how to configure your network to support expansion.

Field of Membership

State to Federal Charter Conversion Checklist

A complete NCUA checklist for converting a state-chartered credit union to federal charter — every form, filing, and deadline.

Field of Membership

Conversion of a Federal Community Charter to Federal Multiple Common Bond Charter

NCUA checklist for converting a federal community charter to a multiple common bond charter — application steps and post-approval tasks.

Field of Membership
Membership Acquisition

The 2026 Credit Union Organic Growth Framework

A 5-step executive framework for credit union organic growth in 2026 — define your ideal member, size your market, and close the perception gap

Field of Membership

The Growth Lever Hiding in Your Charter

A data brief for credit union leaders: ten years of performance data, grouped by field of membership expansion

Field of Membership

Trax Case Study

How Trax Credit Union added two underserved areas to its field of membership, growing potential membership from 472,569 to more than 3.4 million.

Merger Strategy

The Credit Union Merger Checklist

A five-phase checklist for credit union boards and executives considering a merger, built around one question: are members better off?

Membership Acquisition

Member Acquisition One Pager

Lower member acquisition costs to $25 each with CreditUnionMatch and JoinCU. Verify eligibility in seconds and capture high-intent leads.

Branching

Branching Strategy One Pager

Optimize your credit union's branch network with data-driven analytics—see where to open, close, or relocate branches for growth. Schedule a strategy session.

Merger Strategy

Merger Network One Pager

CUCollaborate's Merger Network matches credit unions with the right partners by mission, financials, and member needs—with confidential anonymous outreach.

Field of Membership

Market Expansion Software One Pager

Expand your field of membership with the industry's leading market expansion software and a 100% regulatory approval rate. Schedule your strategy session.

Low-Income Designation

Low-Income Designation (LID) Support One Pager

Attain and retain a Low-Income Designation to grow membership and expand lending. CUCollaborate's software and experts deliver a 100% LID attainment rate.

CDFI

CDFI Certification Support One Pager

CUCollaborate helps credit unions secure and sustain CDFI certification—maximizing grant funding and monitoring target market lending. Book a strategy session.

Merger Strategy

Mergers and the Modern Board: A Director's Playbook

A practical framework for credit union directors on how to evaluate a merger, from fiduciary duty to member surveys, before a deal reaches the board.

Merger Strategy

2026 Credit Union Merger Trends White Paper

A data-driven look at five shifts reshaping credit union M&A, based on 319 NCUA-approved mergers from 2024 and 2025.

Low-Income Designation

Breaking the Cap: Why Credit Unions Are Quietly Becoming the Small Business Lending Powerhouses

The Low-Income Designation is more than a community-building tool — it is a growth lever particularly for small business lending.

Membership Acquisition

The 2026 Credit Union Marketing Playbook

Five data-backed prospect personas for credit union marketing leaders in 2026 — barriers, motivators, and 90-day campaign starts grounded in 771-prospect survey.

Field of Membership

Dade County FCU Case Study

Learn how CUCollaborate helped Dade County FCU achieve the first-ever field of membership expansion via the opening hearing process.

Field of Membership

GECU Case Study

Learn how CUCollaborate helped grow GECU's field of membership from under one million potential members to over five million.

Field of Membership

State to Federal Charter Conversion Checklist

Learn how to convert from a state to federal credit union charter through CUCollaborate's definitive guide.

Low-Income Designation

Credit Union Low-Income Designation Guide

Discover the benefits a Low-Income Designation from the NCUA could provide your credit union as well as how to qualify and apply.

General Research

2026 Credit Union Consumer Perception Report

Download CUCollaborate's 2026 Credit Union Consumer Perception Survey to read the latest data on how consumers view credit unions, what's preventing them from joining, and what could convince them to make the switch.

Field of Membership

Field of Membership Expansion: The Credit Union Growth Guide

Download CUCollaborate's field of membership handbook for the most up-to-date information on credit union chartering and FOM expansion.

Field of Membership

Federal Community Charter to Multiple Common Bond Checklist

Learn how to convert your community charter to a multiple common bond via CUCollaborate's definitive guide.