REAL Focus: financial education heats up this
It's shaping up to be a hot summer, but financial education &
outreach opportunities are just as hot! Please note that:
July 27 is the deadline to sign up for discounted
(certified) financial counseling training as part of The
League-coordinated FiCEP program. If you missed our articleon this opportunity, please take a look –certification
is a great way to improve your credit union's bottom line by turning
every interaction with members into a service opportunity. It can also
strengthen credit unions' "brand" as the financial institutions with
certified staff to help consumers improve their financial position. Many
thanks to Mark Lynch from NCUF for helping to lead this charge!
League Director of
REAL Solutions & Outreach
Proven strategies for outreach will be shared Aug. 15 at our
Innovators & Educators Roundtable in Madison. And,
you can save $50 on the registrationcost because we've extended the early-bird deadline until Aug.
1. Managers, marketers and development pros will want to attend this
unique roundtable in Madison to learn the best ideas that credit unions
– as well as others in the financial services industry –
have tapped for growth. A panel discussion will touch on the tools for
implementing new ideas. Discover turnkey programs that improve income
and learn toleverage the uniqueness of credit
unionsto accelerate member loyalty and
The NCUF has released a free resource guide for credit
unions looking for ideas and tools to improve their financial education
efforts. It is a supplement for credit
unionsthat was compiled as part of
NCUF's work to produce an advocacy report for Congress touting credit
unions' financial literacy achievements.
Community financial literacy educational events – the
Money Conferences - to help low- to moderate-income families learn
personal finance strategies are on the horizon. Coordinated by
Asset Builders of America, they're taking place Aug. 25 in Madison, Nov. 3 inAppleton, Nov. 17 inRacine/Kenoshaand in early
Credit unions have been key partners in teaching at, volunteering for
and sponsoring these, all of which are great opportunities for outreach.
The Conference includes programming for students at age-appropriate
levels and instruction for adults on a wide range of topics. For more
information, contact Richard Entenmann of Asset Builders at (608)
Filene Research Institute invites credit unions to
participate in a pilot program with Amazon.com that aims to attract new
members to credit unions and issue more CU credit cards. The
pilot will advise credit unions on the optimal combination of price,
incentive, messaging and application process for expanding their credit card reach on
Amazon.com, which has more than 150 million
active shoppers. An FAQ, recorded webinar and slidesexplain more.
Cindi Witt (left), Marketing Communications Specialist
for Capital CU and Christine Henzig, League Director of
Communications, spoke to teachers at the National
Institute of Financial & Economic Literacy in July.
Afree webinarcovering a retirement planning strategy for military
personnel (including the National Guard) is being offered July
25 by the North Carolina Cooperative Extension. The Thrift
Savings Plan is a vehicle is similar to privately offered 401(k) plans.
To connect to the webinar, if you are not on a military installation,
you must install security
certificates. This is the second part
of a two-part series (part I is archived).
The Wisconsin Department of
Financial Institutions (DFI) is working to create a Veterans Financial
Literacy Program and is currently looking for partners.
The goal of the program is to work with veteran service organizations
and hospitals to provide aspects of credit counseling, financial
mentoring and education for Wisconsin’s veterans. This is a
new program and specific roles and partners are still being determined,
but interested CUs should contact Teresa Walkeras soon as
possible to learn more about opportunities for
As always, if you have any questions, please contact meat (608)
REAL Focus: financial education heats up this summer