Your journey, our services

Secoya Partners provides a suite of consulting services to support your credit union with the resources, tools, and guidance to grow and better serve underserved communities. All our services include honest and straightforward strategic advice on which pathways we believe make the most sense for your credit union, CDFI or nonprofit.

CDFI Certification and Reporting

Support for all stages and aspects of your CDFI journey:

  • CDFI Certification and Re-Certification

  • Annual Certification Report (ACR) submission

  • Treasury ECIP reporting

Lending Data Analysis

Stay on top of your CDFI certification with our data analysis services:

  • One-time or quarterly analysis of your credit union’s CDFI Target Market lending

  • Analysis of your credit union’s lending in “low-income and disadvantaged communities” targeted by the Green House Gas Reduction Fund (GGRF)

Grant Writing

Bring in Secoya’s deep expertise to help prepare strong grant applications for:

  • CDFI Financial Assistance and Technical Assistance grant rounds

  • CDFI Small Dollar Loan Program

  • Federal and Private Funding Sources for CDFIs

Green Lending

Our team can help you navigate green lending at all stages of the process - everything from building implementation plans to partnership development. We can also help you understand and navigate the intersection between green lending and CDFI programs.

Public Speaking, Trainings and Strategy Sessions

Our team has a depth of experience and can speak at your event or deliver a training or strategy session for your credit union team on a range of topics including:

  • Benefits of CDFI certification and community development lending

  • Financial health and financial coaching

  • Green lending strategies and opportunities

Field of Membership Expansion

Secoya can support your credit union to pursue a Field of Membership expansion to grow your credit union’s services, including in underserved markets.