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Wisconsin Credit Union Foundation

National Youth Involvement Board Conference

Join us for a financial education conference just for credit union professionals! From student branches, youth accounts, exploring tech trends, community outreach, to financial education resources for ALL ages, we’ve got it covered!

Jul 23, 2018 08:00 AM   -­­  Jul 26, 2018 12:00 PM
Omni Charlotte Hotel in Charlotte, NC


For More Information



Type of Event
In Person

Who Should Attend
  • Operations
  • Member Services
  • Marketing
  • Lenders
  • Leadership
  • IT
  • Human Resources
  • Finance
  • Front Line
  • Compliance
  • Executive
  • Board Member
  • Advocacy
  • In Person
  • Feature
  • YP Network



Room block deadline - July 2, 2018


2018 Annual Conference Overview – Charlotte, NC
Agenda is subject to change

The National Youth Involvement Board is a one-stop-shop to learn about youth savings programs, discover financial education resources, showcase your individual accomplishments, and collaborate with your own peers!

Monday, July 23, 2018

8 am to 3:30 pm
Registration Desk Open

5 to 7 pm Kick-off
Reception – Join us for an Evening at the Fed as we officially kick-off the 2018 NYIB Conference. We will meet in the lobby around 4:30 walk up the road a few blocks to the Federal Reserve of Richmond – Charlotte Office for the kickoff reception to network and enjoy finger foods and beverages.

Tuesday, July 24, 2018

7:30 am to 4 pm
Registration Desk Open

7:30 to 8:30 am
Hot Breakfast – Willow

8:00 to 8:30 am
First Time Attendees - NYIB Intro How to get the most out of your conference experience—First time attendees (or anyone who would like to attend) are invited to learn about the history of NYIB and how to take advantage of all that the conference has to offer. You would especially want to catch this session if you are new and would like to build your network!

8:30 to 9 am
Welcome – EC & The Carolinas League – Birch/Dogwood

9 to 10:30 am
General Session: Understanding Your Members, Potential Members & Students - Andrew Johnson, Senior Program Manager with the National Credit Union Foundation

What are your members, potential members or students thinking? What are they feeling? How can you better understand their situation? This interactive session will put you in the shoes of some of your members and offer a perspective of the daily challenges they are facing in our communities. All of us have the common goal of educating, no matter what age, but we first need to understand who they are and how we can reach them. Come prepared ready to identify ways we can reach our members across any spectrum of live.

10:30 to 10:45 am
Break – Willow

10:45 am to 11:45 pm
Breakout Session 1 Elementary & Middle School Branches Club, Camps & Community, Elise Glassett & Victor Frasher

We know how to engage students IN school, but what about after school? Or during the summer? Learn how to extend financial education opportunities with schools and communities beyond the classroom and create year-round, partnership possibilities! SEG and Community Education, Kim Babington

Learn how connecting with select employee groups (SEGs), local businesses and other community partners can grow your program’s identity and outreach.

11:45 to 1 pm
Lunch on your own

1 to 1:30 pm
Vendor Introductions – Birch/Dogwood

1:30 to 3 pm
General Session: Expanding your Classroom Toolkit: Personal Finance Resources from the Federal Reserve – Yolanda Ferguson, Economic Education with Federal Reserve Bank of Richmond, Charlotte Branch

Can we teach students economic and personal finance concepts too early? From elementary through high school, learn about several new “free” resources that teach personal finance concepts and get students thinking about college and career options that interest them. The resources are available in a variety of formats, including workbooks, interactive infographics and online mini-courses; all created with the goal of increasing personal finance knowledge and growth. Featured resources will include: My Money, Dollars and Sense, Navigate: College and Careers and Invest In What’s Next.

3 to 3:15 pm
Snack Break & Visit with Vendors – Willow

3:15 to 4:15 pm
Breakout Session 2 High School Branches - Connecting Kids AND Parents to Become the Fin Lit Change Agent in Your Community – John Lanza

No parent every answered no to the question, “Do you want to raise a money-smart kid?” And you can’t expect kids to get money smart without…you guessed it…money. Kids need practice and parents need a plan. John Lanza, creator of The Money Mammals Kids Club and author of the new book, The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids, guides you through setting up an allowance for kids of any age and how providing a plan for parents (members and prospective members) can help you do more than offer a youth savings program. You can be the financial literacy change agent in your community.

Financial Counseling/FiCEP - Phillip Crocker, Resource One Credit Union

Members rely on us as financial experts and often seek out advice regarding financial decisions and hardships, and it’s important that we give them the best education possible. Get to know the FiCEP financial counseling program, which has been used by nearly 450 credit unions in 25 states to improve the financial lives of their members through professional, one-on-one financial education. Are you certified?

4:15 to 5:15 pm
Vendor Reception – Willow

Wednesday, July 25, 2018

8:30 to 10 am
Hot Breakfast – Regional Meetings & NYIB FYI  Western –  Central –  East –

10 to 10:30 am
Break – Vendor Hall – Willow

10:30 to 11:30
Breakouts Session 3 Connecting on Campus
Whether it’s a club, sport, or on-campus event, colleges offer students a number of ways to connect. These activities also offer credit unions a great opportunity to connect with students! Find out more about campus-crashing techniques and even how to engage colleges, students, and parents through financial aid partnering!

How to Make Your Partnership POP! Student-Run branches are more than just making deposits – they’re a foundation for a much greater partnership within our schools. Whether you’re looking to start things up or add a little polish to your existing partnership, you’ll find inspiration in this informational look at engagement opportunities and ideas!

Fair Game: Reality, Retirement, and More! – Paula Upchurch & Shannon Workman

Reality fairs are a great way to reach students in a meaningful way, but what options are out there, and how do you pull them off with limited staffing and resources? There’s much to explore in this info-packed breakout that covers the reality of reality fairs!

11:30 to 1 pm
Lunch on your own

1 to 2:30 pm
General Session: Meagan Johnson, Generational Expert

2:30 to 3 pm
Snack Break & Vendor Door Prizes in Vendor Hall – Willow

3 to 4 pm
Breakouts Session 4

Program Development, buy –in & ROI – Leigh Brady, SECU
Financial Education is an important topic, but also a broad one. How do you hone in on the right tools and resources, a target audience and the best way to implement the training of your staff? This session will discuss the importance of creating a sound program that works for your organization and helps answer your “how” and “why.” After the development of the program comes your Return On Investment (ROI) model, but how does youth programing tie into ROI? Come to this session to find out!

Experiential Education! - Leah Taylor
Want to reach more students through presentations? We’ve found it’s all about experience! Learn different techniques, and see hands-on resources that will turn your next presentation into an engaging event!

Post-College Prep: Lifestage Engagement
When college ends, the rest of your life begins, and along with it comes a number of big financial decisions. Marriage; first home; Family - this in-depth session offers help and how-to information regarding adults and preparing them for these monetary milestones and other important life events.

6 to 6:30 pm
Annual Meeting – Birch/Dogwood

6:30 – until Dinner/Awards Banquet/Celebration (Karaoke, dancing & fun) – Birch/Dogwood

Thursday, July 26, 2018

8:30 to 9 am
Continental Breakfast – Birch/Dogwood

9 to 10:30 am
General Session: Best Practices – Birch/Dogwood - Hear from credit unions of all sizes and state leagues on programs that they have found to work (and challenges they have had).

10:30 to 11:45 am
General Session: Let’s Go - Leigh Brady, SECU
How will you turn what you’ve learned here and use it to make your credit union better? Take away actionable steps to impress management and your Board of Directors. Keynote speaker, Leigh Brady, will help you develop ways to stay connected, remain engaged and stay focused on the most important things from the conference! Let’s go get those innovative ideas HEARD!

11:45 to 12 pm
Fond farewells!!