“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.
More information: Download the How-To guide.