Logue Advisory Group – Empowering Your Community

Your clear path to CDFI Certification, Grant Success, and Greater Community Impact. Consulting services for financial institutions dedicated to meeting the needs of underserved communities.

Logue Advisory Group

As a renowned industry leader and trusted provider of CDFI consulting services, we have helped financial institutions across the country increase profitability and advance economic development in the communities they serve.

Having represented community banks as an attorney for over three decades, our founder and CEO, Holly Logue, has built a team that’s experienced and eager to guide you through CDFI Certification, Grant Application, and Compliance Reporting.

Who Do We Work With?

At Logue Advisory Group, our vast expertise and personalized consultancy services are designed to cater to a diverse range of clients across the community banking sectors.

With a focus on comprehensive and accessible support, we work with financial institutions dedicated to promoting positive change within their communities, while also wanting to advance their own operations.

Our mission is to support assist our clients in their efforts to drive support community-driven economic growth and position themselves as industry leaders in their communities and in the financial services industry.

Validate Your Impact with CDFI Certification

Community Development Financial Institution (CDFI) Certification is the U.S. Department of Treasury’s way of recognizing financial institutions that expand economic opportunity for underserved people and in disadvantaged communities. We have a 100% success rate in all CDFI applications. If you are interested in CDFI Certification, reach out for a consultation and free preliminary suitability analysis.

Certification Services:

  • CDFI Suitability Analysis

  • CDFI Certification Application

  • Annual Certification and Data Collection Reporting

  • Material Event Certifications

  • Ongoing Monitoring and Compliance Reporting

Enhance Funding with Grant Applications

Community Development Financial Institution (CDFI) Certification can open the door to competitive awards from the CDFI Fund. The designation allows an organization to apply for awards to support investment in the communities it serves. Since 2014, we have helped our clients access more than $350 million in CDFI Fund awards. We assess eligibility, strategic plan with you, and liaison with CDFI Fund.

Grant Application Services:

  • Bank Enterprise Award (BEA) Program Applications
  • BEA Eligible Certificates of Deposit
  • CDFI Program – Financial Assistance (FA) Applications
  • CDFI Program – Technical Assistance (TA) Applications
  • Small Dollar Loan (SDL) Program Applications

Compliance & Impact Reporting for CDFI & Community Success

Navigating compliance is our specialty, providing peace of mind in satisfying the conditions of CDFI Certification and requirements of all CDFI Fund Award Agreements. We provide ongoing monitoring, work with you to ensure compliance, and take care of the red tape for you.

Compliance Reporting Services:

  • Government Registrations

  • Annual Certification and Data Collection Reporting

  • Use of Funds Reporting

  • Performance Progress Reporting

  • Transaction Level Reporting

  • Consumer Loan / Address Reporting

  • Financial Statement Audit Reports

  • SF-425 Reporting

  • QSR Reporting for ECIP Recipients

  • Other Compliance Reporting

Are you our next success story?

Impact Stories

Explore a few of our case studies to see the difference our CDFI consulting services have made to
financial institutions and communities they serve.

Bank of St. Francisville

A new Home Equity line of credit purposefully designed to enable customers to achieve their financial goals by utilizing the equity in their home to unlock their potential.


Merchants and Planters Bank

This new product meets one of the greatest needs of consumers by making home ownership available to residents that might not otherwise qualify for mainstream mortgage financing.


The Jefferson Bank

Special Purpose Credit Program for Historically Underserved Famers and Ranchers:(HUFR). Studies show that minorities are plagued by various barriers that limit their progress in the farming business.


Guaranty Bank

This product is designed to provide financing for the acquisition of and/or improvements to existing stock of 1-4 family and multi-family affordable housing units.


The Logue Advisory Approach

A Proven Process For Exceptional Results


Engage with our expert team remotely or in person to discuss your needs and develop a strategy.


We will assess the opportunities available to you and align them with your primary mission and strategic goals.


With a dynamic plan in place, we will work to optimize your CDFI opportunities and deliver exceptional results.

Contact Us

Contact us for a free consultation and Preliminary CDFI Suitability Analysis.

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