Technical Assistance

Technical AssistanceTechnical Assistance (TA) is provided on request and based on need.  TA is considered on a case-by-case basis to member credit unions up to $10 million in assets.

TA addresses the capacity-building challenges faced by small, but growth-oriented credit unions.  TA can cover a wide spectrum of subjects including:

  • strategic planning
  • lending
  • compliance
  • operations
  • accounting
  • product development and implementation

Our TA services are designed to help credit unions meet the increasingly complex challenge of managing a regulated community development financial institution.  TA is provided through training programs at national and regional conferences, through webinars and individual consultations.

To determine if you are eligible for TA, contact Pablo DeFilippi, Director of Membership, at

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