CU FinHealth™ Conference
Learn how to improve the financial health of your most important assets - your employees and members.
April 25-27, 2022
San Antonio, Texas
Join us to explore credit unions’ role in improving people’s financial well-being and health. Now in its 5th year, CU FinHealth examines how credit unions are measuring their members’ financial health and well-being, working to improve it and documenting the results. The conference also explores the connections between financial well-being, physical health, technology and advocacy.
We will discuss multi-sector solutions to address the drivers of financial well-being and health, learn from each other’s efforts, explore strategies for engaging new partners, and leverage technology to truly improve our members’, employees’ and communities’ financial well-being.
When: April 21 – 23
Time: 11AM ET – 1:30/2:30PM
Cost: $299 per individual
Programming for the digital conference each day will start at 11 AM. All times listed below are EST. Here are the daily session highlights:
Wednesday, April 21 (11 AM – 2:30 PM):
Financial Well-Being During a Pandemic – Let’s talk about the new landscape of financial well-being that this pandemic has brought about – the economics for credit unions, the effect on all consumers’ financial health and well-being and the disparate impact on women and communities of color.
Thursday, April 22 (11 AM – 1:30 PM):
It’s All Connected – Credit unions and state credit union foundations around the country are focusing on the development issues affecting their particular community. Nonprofits are working to help cancer patients navigate the financial tsunami that cancer brings. How does this all tie together and what can you take home to help your credit union connect the dots to truly improve the financial well-being of your members, employees and communities?
Friday, April 23 (11 AM – 2:15 PM):
Putting Finhealth and Well-Being for All at the Heart of Your Strategy – This session will focus on how to drive financial well-being and health throughout your credit union from the board room to frontline staff. It will cover the business case for financial health and well-being, the execution of a strategy and the return on investment that a focus on improving people’s financial health and well-being brings to credit unions.
Wednesday, April 21
Financial Well-Being During a Pandemic Session
- Mike Schenk, Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist, CUNA
- Brenton Peck, Director, Financial Health Network
- Samira Salem, VP, Diversity, Equity & Inclusion, CUNA
Consumer Panel
- Moderated by Paul Bruney, Cote Blanche Insights and Communications, LLC
Thursday, April 22
It’s All Connected Session
- Dave Prosser, SVP, Community Development, Freedom First CU
- Carla Tardif, CEO, Family Reach
- Sharee Adkins, Executive Director, Northwest Credit Union Foundation
Friday, April 23
Putting Finhealth and Well-Being for All at the Heart of Your Strategy Session
- David Libby, CEO, Town and Country FCU
- Erin Mendez, CEO, Patelco CU
- Taylor Nelms, Senior Director, Research, Filene Research Institute
- Moderator: Courtney Moran, Executive Director, Cornerstone CU Foundation
Payments Implications in Building a Finhealth and Well-Being Ecosystem Session
- Samantha Paxson, Chief Experience Officer, CO-OP Financial Services
- Merry Pateuk, SVP, Industry Engagement, PSCU
- Moderator: Gigi Hyland, Executive Director, National Credit Union Foundation
By the end of this conference, participants will:
- Understand how credit unions are measuring, operationalizing and documenting consumer financial health
- Understand the drivers of financial health including how health, wealth, and place are inextricably linked.
- Be armed with at least three (3) ideas that they can take home and implement in their credit union to bring strategic focus to improving their members’ financial health.
Conference Co-hosted by:
Thank you to our presenting sponsor!
Focus Sponsor
Educational Sponsor
Contributing Sponsors
Joy Tafarella, Cal Poly FCUI rarely have an opportunity to share ideas with others involved in the development and deployment of financial health programs within their credit unions. The conference provided an opportunity to share experiences with each other and build a great network of resources to tap into for the future. I left the conference invigorated with ideas and seeds of information to build programs to aid our membership in building their financial wellness.
Learn More About Financial Health & Well-being
The Foundation provides resources and tools to help you meet your staff & members where they are in their financial well-being journey.
Get in touch
For more information on the CU FinHealth Conference
Contact Danielle Brown, Engagement Director
Danielle develops and fosters relationships across the credit union movement to expand the awareness, value proposition and funding of the Foundation.