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Program aims to help leadership teams evaluate current data practices and identify areas for improvement.

Trade group says targeted reporting changes would reduce burden while preserving consumer protections.

Offered through a Raymond James partnership, the program includes retirement planning, portfolio management and financial guidance.

Teresa Palmer targets four Centra CU members and uses the funds to pay for personal and gambling expenses.

Impact report highlights advocacy gains and continued development work following USAID funding cuts and major restructuring.

New approach would replace rigid standards with a case-by-case review of member groups.