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Maximize your event investment

How-To How-To
Event Task Force

“How are we making an impact in people’s lives?” is a question asked daily at credit unions, and one that drove two State Foundations to develop Financial Well-being Task Forces.

Events are a fantastic way to connect with people who feel as passionately about the credit union difference as you do—but they cost time and money. This simple how-to explains how to maximize your investment in both with just five simple steps:

1. Set up a task force

2. Host a pre-event meeting

3. Attend the conference

4. Host a post-meeting debrief

5. Schedule action-oriented follow-ups

The National Credit Union Foundation partnered with Heartland Credit Union Charitable Foundation and the Illinois Credit Union League Foundation to develop this.

Download the How-To guide.

For more information: read the accompanying article.

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