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.
Joy Tafarella, Cal Poly FCU
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.
Get in touch
For more information on the CU FinHealth Conference
Contact Danielle Brown, Engagement Director