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Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

YP Boot Camp: Stevens Point

This boot camp is open to all. This full-day program includes a Life Simulation and will focus on credit union history and philosophy.

Aug 20, 2019 09:00 AM   -­­  Aug 20, 2019 04:00 PM

601 N. Michigan Ave.

Stevens Point

For More Information



Type of Event
In Person

Who Should Attend
  • In Person
  • Feature
  • YP Network


Download the Agenda



8:45 am

Welcome & Introductions

9:00 am – 9:30 am

Keep Purpose Constant: History of Credit Unions

9:30 am – 10:30 am

Christopher Morris, CUDE, Engagement Consultant | CUNA

Dive into the rich history of the Movement here in Wisconsin. Discover how the Movement evolved since its early stages. As you learn more about Wisconsin state history you’ll be able to better appreciate the credit unions of today.

Learning Objectives

  • Uncover Wisconsin credit union specific facts
  • Learn how credit unions in Wisconsin are different from other states
  • Learn the about the first credit unions that began in the state and where they are today


10:30 am – 10:45 am

Facts with Stats

10:45 am – 11:45 am

Josh Roberts, VP of System Collaboration & Development | The League

In a discussion format we will uncover the numbers of the most influential statistics in our state. We will address why we should be concerned with these numbers and what can glean from them.

Learning Objectives

  • Gain a greater understanding of Wisconsin’s make-up
  • Learn about the numbers that impact our business


11:45 am – 12:30 pm

Life Simulation

12:30 pm – 4:00 pm

David Murphy, CPA, CCUFC, VP-Finance & Risk | Marshfield Medical Center Credit Union
This simulation mirrors a taste of what it might be like to walk in the shoes of a typical low-income family trying to manage month to month. Experience the financial and emotional distress that these simulated families face.

Learning Objectives

  • Better understand what it might be like to be a low-wage family
  • Become more aware of the daily realities of American families
  • Increase your sensitivity and empathy of those of modest means


4:00 pm 


Christopher Morris, CUDE, Engagement Consultant | CUNA

Christopher provides specialized attention to broad and diverse stakeholders throughout the Midwest Region. Previously, Christopher was a Client Strategist at AdvantEdge Analytics, helping lead and facilitate the business and data strategy planning process for AdvantEdge, as well as for credit unions, to ultimately drive value for members. Prior to AdvantEdge at CUNA Mutual Group, he led communications for the National Credit Union Foundation and CUNA Councils. 

Josh Roberts, VP of System Collaboration & Development | The League

Josh is responsible for promoting credit union service and outreach, fostering opportunities for growth and leading The League’s development program for Wisconsin's young credit union professionals, the YP Network. Josh also consults with credit unions statewide on budgets, accounting issues, strategic and board planning and any number of operational issues affecting their outreach and success.


Fairfield Inn & Suites
5317 Highway 10 East
Stevens Point, WI 54482
p: (715) 342-9300
Rate: $129.00, plus taxes
Room block expires: July 19, 2019

Registration Fee

Registration is complimentary for members of the YP Network (sleeping rooms are not included). Membership in the YP Network is free and open to all League member credit union employees and volunteers aged 35 years or younger.

Register for the YP Network >>