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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

Read the 2021 Recap


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

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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.

View the Full Agenda


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

Friday, April 23

Putting Finhealth and Well-Being for All at the Heart of Your Strategy Session

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


conference objectives

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.
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Conference Co-hosted by:

Thank you to our presenting sponsor!

  • circles

Focus Sponsor

  • PSCU logo
  • Smaller Visa Logo

Educational Sponsor

  • CUNA Mutual Group logo

Contributing Sponsors

  • BALANCE Logo
  • Cornerstone Resources Smaller Logo
  • SerTech Logo

I 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.

Joy Tafarella, Cal Poly FCU

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.

Start your journey here

Get in touch

For more information on the CU FinHealth Conference

Contact Danielle Brown, Engagement Director

The National Credit Union Foundation Danielle Brown

Danielle Brown, CUDE

Engagement Director

Danielle develops and fosters relationships across the credit union movement to expand the awareness, value proposition and funding of the Foundation.