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Financial Well Being

Financial Education & Community Development Workshop

Financial Well Being
Sep 24 9:30 AM - Sep 25, 2024 4:00 PM
Sep 24, 2024 9:30 AM - 4:00 PM
Wisconsin DellsWI
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Description

This event includes two days of immersive Financial Education and Community Development discussion. Don’t miss this amazing opportunity! 

Agenda

Agenda (tentative schedule – watch for details coming soon!)

Day 1 | Tuesday, September 24 

9:30 am – 10:00 am 
Registration  

10:00 am – 10:30am
Financial Well Being for All (FWBFA) Review
Josh Roberts, Vice President of System Collaboration & Development | The League

10:30 am – 12:00 pm
Trauma Informed Financial Education and Community Engagement
Majel Hein, Certified Financial Therapy Practitioner-1™ | Financial Education and Counseling Expert

Join Majel Hein, Certified Financial Therapy Practitioner-1™ and a financial educator for over a decade, to learn more about trauma-informed community engagement and financial education. 

Learn about how important language is when speaking to financially vulnerable populations and techniques on providing engaging content to build trust and get “butts in the seats.”  Learn how to use these techniques to set yourself apart in your communities and meet every audience where they are with relevant, real education to inspire audiences and remind them that they have control over their money versus feeling like it is controlling them.

12:00 pm – 12:45 pm
Lunch 

1:00 pm – 1:30pm
Group Activity  

1:45 pm – 2:45 pm
Benefits of using the new FinHealth Hub
Jenni Speth, Engagement Director | National Credit Union Foundation
Jenni will share details and benefits of using the new FinHealth Hub introduced by the NCUF in the past few months. Made up of three key areas of content, online educational courses, discussion forums and a resource library, the FinHealth Hub enables credit unions to own financial well-being. Learn more about this tool to connect, learn and grow together.

3:00 pm – 4:00 pm
Group Activity 

4:00pm – 4:30pm
Wrap up of the Day 

4:30 pm – 5:30 pm
Casual Reception at the Brew Pub on-site   

Day 2 | Wednesday, September 25 

8:00 am – 9:00 am         
Breakfast 

9:15 am – 9:30 am
Recap of day 1 and set goals for day 2 

9:30am – 10:45am
Impacts of Food Security Gaps in Wisconsin
Dr. J. Michael Collins, Professor | University of Wisconsin-Madison | School of Human Ecology 

11:00 am – 12:00 pm
Living on the Edge: Financial Realities for Those Navigating Public Assistance Lana Wood | Parsley – For Benefits that Benefit Everyone 
Lana will share an overview of Parsley, a public benefit corporation created from a shared mission of empowering workers to have agency over their careers by providing them with information, tools and connections they need to make decisions about jobs, benefits and training opportunities.  

Lana will lead a discussion around the concept of Benefits Cliffs and how they might be showing up for members.  

12:00 pm – 12:45 pm
Lunch  

1:00 pm – 2:00 pm
State of the State of Financial Education in WI
David Mancl | Financial Literacy Director, Office of Financial Capability | DFI

2:00 pm – 3:00 pm
Roundtable Discussion  

3:00 pm
Adjourn   

Additional Info

Speakers

J. Michael Collins

Professor | University of Wisconsin-Madison
He studies household finance, especially consumer financial decisions and financial well-being over the life course. Collins leads Wisconsin’s Social Security Administration Retirement and Disability Research Consortium research center. He also chairs the UW System defined contribution retirement plan and served on the Wisconsin Governor’s Retirement Task Force. Professor Collins has a PhD from Cornell University and an MPP from Harvard’s Kennedy School. 

Majel Hein

Certified Financial Therapy Practitioner-1| Financial Education and Counseling Expert

Majel Hein has been a financial counselor working with financially vulnerably populations for over 10 years. Among her credentials, she is a Certified Credit Union Financial Counselor and a Certified Financial Therapy Practitioner-1™.

Over her career, Majel has given hundreds of financial education sessions to a variety of audiences on various financial education topics ranging from credit, savings, debt management, to money mindsets and self-empathy. In 2016, she received the counselor of the year award from the National Foundation for Credit Counseling (NFCC) in Washington DC due largely to her community engagement efforts and ability to create meaningful connections and partnerships. Since then, she has continued her work in her local community and across the state of Wisconsin.

Jenni Speth

Finance & Administrative Assistant | National Credit Union Foundation (NCUF)
She joined the Foundation in 2011 as the Finance & Administrative Assistant in Finance. She has held many roles at the Foundation including Administration and Meeting Coordinator, Office & Events Manager, and within the past five years, Events & Donor Experience Senior Manager. Promoted to Engagement Director in 2023, she has been the key driver in transforming the Foundation Dinner to the must-attend event at GAC that it has become, growing it from 600 attendees seven years ago to over 1,200 in 2023.  

Josh Roberts

Vice President of System Collaboration & Development | The League

Josh is responsible for promoting credit union service and outreach and fostering opportunities for credit union growth. You can also find Josh helping Wisconsin's small credit unions with operational consulting, provides strategy assistance by facilitating Strategic Planning Sessions, and providing various training for credit union leaders, staff, and boards. Additionally, Josh spearheads diversity, equity, and inclusion initiatives for The League and its member credit unions and is also the League Liaison for the Wisconsin Credit Union Foundation and oversees its operations.

Josh has nearly 20 years of experience in the financial industry, having served credit unions as a vice president, controller, and compliance officer.  He is a graduate of CUNA Management School, where he served as Class President, and a 2016 graduate of the Credit Union Development Educators (CUDE) program.  

Josh currently serves on the Executive Committee of the CUNA Lending Council and is Vice-Chair of CUNA Lending Council’s Member Resources Committee and Vice-Chair of the Engagement Committee. In addition, he is engaged in the community, serving as Board Chair for the Milwaukee Area Technical College Accounting Advisory Board, and as a member of the Milwaukee Area Technical College Banking and Finance Advisory Board. He has previously held positions and volunteered with local neighborhood associations, the American Red Cross, and local environmental organizations.

Lana Wood

Founder & CEO | Parsley – For Benefits that Benefit Everyone
Lana has been on a mission to address barriers to economic flourishing for nine years. With experience in government, philanthropy, nonprofit, and faith sectors, she is passionate about making systems work for people. Before Parsley, she managed workforce development grants with the City of Madison.  She has worked on financial inclusion efforts at a city level in both Madison and Dubuque. Iowa, in partnership with Cities for Financial Inclusion and the National League of Cities. She is a graduate of Princeton Theological Seminary. 

David Mancl

Director, Office of Financial Literacy | Executive Director, Governor’s Council on Financial Literacy and Capability | Wisconsin Department of Financial Institutions
David is the director of the Office of Financial Literacy at the Wisconsin Department of Financial Institutions and has over 20 years of experience in the financial literacy and capability field.  In this position he takes a leadership role on all issues of financial literacy and capability, and manages the department’s related programs and initiatives.  Wisconsin Governor Evers presented Dave with the Governor’s Financial Literacy Award on Feb. 29, 2024.

Mancl serves as Executive Director of the Governor’s Council on Financial Literacy and Capability, and is President of the Wisconsin JumpStart Coalition on Personal Financial Education. He is an Emeritus member of the Board of Visitors for the School of Human Ecology, University of Wisconsin-Madison, and served as Co-Chair on the State Superintendent’s Wisconsin Standards for Personal Financial Literacy Writing Team. President George W. Bush appointed Mancl to serve on the President’s Advisory Council on Financial Literacy.  
 
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Event Type

In-Person
Register

Fees

$49

Location

Kalahari Resorts & Convention Center
1305 Kalahari Dr, Wisconsin Dells, WI  53965

$139 plus taxes and fees before August 23, 2024 

Call (877) 525-2427 or (608) 254-5466 and ask for the Wisconsin Credit Union League - Financial Education and Community Development Conference Room Block or use this booking link >>