Resources

Best practices, thought leadership and actionable insights to strengthen the credit union movement.
Case Studies class="wrapper">

Case Studies

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Side Effects

Side Effects™

Over seven installments, this multimedia series explores the financial crisis of cancer and how credit unions can help. Introduction: Learn more about the documentary series dedicated to shedding light on […] Read More »

Financial well-being as an organizational goal

Financial well-being as an organizational goal

The National Credit Union Foundation partnered with SESLOC FCU to document their effective approach to creating enterprise-wide financial well-being goals. Video 1: Improving employee financial well-being In 2021, California’s SESLOC Federal […] Read More »

Financial well-being at scale

Financial well-being for all at scale

The National Credit Union Foundation partnered with SchoolsFirst FCU to produce a series of videos that document the credit union’s holistic approach to financial well-being for all. Video 1: Financial […] Read More »

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Research Briefs

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Health and financial well-being white paper

Health and financial well-being: two good things that go better together

This white paper explores how health and financial well-being are intrinsically linked and the opportunities for a collaborative health and financial well-being model. Explore opportunities for greater partnership between credit […] Read More »

Financial well-being quick start guide

Putting financial well-being for all into practice

The National Credit Union Foundation partnered with Filene Research Institute to help credit unions launch, enhance or improve their financial well-being program. Overview: Over the past several years, the National Credit […] Read More »

Financial well-being at Pelican State Credit Union

Focus on financial well-being to lower risk, increase brand loyalty

The National Credit Union Foundation documented the impact of Pelican State Credit Union’s Financial Wellness Program from 2019 to 2021. The Problem An analysis of member accounts uncovered something startling: […] Read More »

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How-To

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Exploring Our Values

Exploring Our Values online learning

Values are what guide us to make good business decisions in the best interest of our members, our employees, and organizations. The Exploring Our Values learning resource helps you reflect on […] Read More »

Empathy Resource

Putting empathy into action

The National Credit Union Foundation provides system-leading training and workshops to help credit unions infuse empathy into their business practices. This handy printout provides five tips to help practice empathy […] Read More »

Development Issues

Development issues handout

The National Credit Union Foundation has identified 12 Development Issues that are interconnected and act as barriers to the well-being and prosperity of members and communities served by credit unions. Savings Credit […] Read More »

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Webinars

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Foundation Field Notes

Foundation Field Notes

In this series, the National Credit Union Foundation’s Executive Director, Gigi Hyland, meets with leaders across the credit union movement to explore how we can improve financial well-being for all. […] Read More »

Financial well-being webinar

Financial well-being strategies in action

The National Credit Union Foundation partnered with Filene Research Institute to deliver a webinar on putting financial well-being into practice. A powerhouse panel of credit union leaders discussed their respective […] Read More »