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Wisconsin Credit Union Foundation

Youth Financial Education Workshop

Join us the for the first workshop exploring how we can make an even greater impact on financial education in our schools.

Aug 21, 2018 11:30 AM   -­­  Aug 21, 2018 04:30 PM
CT
Location
Blue Harbor Resort & Conference Center

725 Blue Harbor Drive

Sheboygan
,
Wi
53081


For More Information


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Type of Event
In Person

Who Should Attend
  • Marketing
  • Leadership
  • Executive
  • YP Network
  • In Person
  • Feature

Register

Agenda

11:30 am: Registration

11:30 am - 12:30 pm: Lunch

12:30 pm - 12:45 pm: Welcome & Opening Remarks

12:45 pm - 1:30 pm: Reality Fairs: How to Start, Maintain & Grow  

Victor Frasher, Director of Community Engagement | Educators Credit Union

Reality fairs are a powerful tool to provide hands-on learning of every-day money management best practices. They are able to drive home key lessons and give practical applications in a unique way.

Learning Objectives
  • Learn about the background of the program
  • How the connections can be made with the educators in your community
  • Best practices in facilitating a reality fair

1:30 pm - 2:15 pm: Providing Financial Education - Best Practices

Tony Beyer, Financial Literacy Coordinator, Altra Federal Credit Union

This interactive presentation will focus on creating and fostering connections to grow your financial literacy efforts in schools and organizations.

Learning Objectives
  • Learn best practices in fostering connections with schools
  • Discus ideas to promote and expand financial education offered by your credit union

2:15 pm - 3:00 pm: CU in School 

Kathy Buyze, Financial Education Supervisor | Royal Credit Union
Jennifer McHugh, CUDE, Director of Public Affairs & Financial Education | Royal Credit Union

Royal Credit Union has 25 years of success in operating in-school credit union branches. In this session two of Royal’s financial education leaders share why they hope to CU in School too! CU in School will open up the playbook and share what it takes to make this initiative one your c-suite won’t be able to resist!

Learning Objectives
  • Learn the steps you can take to start your own in-school branch and best practices for sustained success
  • Discover how to leverage your partnerships with schools to make the biggest financial education impact

3:00 pm - 3:15 pm: Break 

3:15 pm - 4:30 pm: Roundtable Discussion

Join us for a group discussion of topics discussed throughout the afternoon. Additional topics include: National Youth Involvement Board activities and Asset Builders initiatives.

4:30 pm: Adjourn

Reception at dusk

Join us for a bonfire and s’mores at dusk on the shores of Lake Michigan 

Lodging

Blue Harbor Resort & Conference Center
725 Blue Harbor Drive
Sheboygan, WI 
p: (866) 701-2583
Rate: $159.00 When calling refer to reservation # 7AX7VK
Room block expires: August 1, 2018

Sponsor

 The Foundation

Registration for this event is complimentary, thanks to generous support from the Wisconsin Credit Union Foundation.

Speakers

Tony Beyer, Financial Literacy Coordinator | Altra Federal Credit Union

As a former radio announcer and television news reporter, Tony has spoken in front of audiences large and small for many years. His financial presentations engage audiences through humor, honesty and real-world examples. Every year, he speaks with thousands of people about important financial topics and it is his goal to help others improve their financial wellness. 

Kathy Buyze, Financial Education Supervisor | Royal Credit Union

Kathy works with schools districts in Wisconsin and Minnesota to provide students with access to Royal’s financial education program, including the award-winning School $ense program. She is passionate about educating youth and arming them with the knowledge they need to become smart savers and spenders for life. She oversees Royal’s 28 school sites, coordinates curriculum development and works with the financial education team to provide hundreds of hours of classroom education each year. Kathy has been with Royal for 12 years and frequently consults with credit unions across the country on how to successfully operate in-school credit union locations.

Jennifer McHugh, CUDE, Director of Public Affairs & Financial Education | Royal Credit Union

Jennifer is responsible for promoting and enhancing Royal’s image through credit union advocacy and media relations. She also leads the strategic direction of the credit union’s financial education efforts, including the award-winning Royal Credit Union School $ense program which features 28 in-school branches. Jennifer serves on the Wisconsin Governor’s Council on Financial Literacy, is a certified Credit Union Development Educator (CUDE), and was named a 2015 credit union Rock Star by Credit Union Magazine. 

Victor Frasher, Director of Community Engagement | Educators Credit Union

Victor is a financial literacy advocate for advising and educating the community of best financial practices. Starting his financial career as a co-op teller at a local financial some 20 years ago, Victor has been involved in the credit union movement ever since 1999. As a lifelong resident of Racine, he dedicates his time to various local organizations in addition he’s is a board member of Junior Achievement Racine/Kenosha Counties, on the southeastern Wisconsin advisory team for Wisconsin Woman Business Initiative and a member of the City of Racine’s Community Development Committee. He was highlighted as an Emerging Leader by the United Way of Racine County in 2015. Victor received the 2018 Governor’s Award for Financial Literacy on behalf of Educators Credit Union. Past service includes Hispanic Business Professionals Association, Young Professionals of Racine and LGBT center of Racine.

Back-to-back-to-back events you shouldn't miss

Community Development Workshop on August 22

The Wisconsin Credit Union Foundation-supported training we offered in 2017 was such a big hit, we're bringing it back on August 22 in Sheboygan with more ideas, more data and more resources to help you serve members more fully as well as reach more financially underserved populations. If you attended the initial training, you'll want to come back for this, but it's appropriate for first-time attendees, as well, whether you're an executive, director, lender, manager, financial counselor, marketer or anyone with a role in your credit union's planning and outreach.

Learn more >>

YP Boot Camp: Sheboygan on August 23

YPs join us for this complimentary program that will focus on community service initiatives and credit union philosophy.

Learn more >>