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Financial Well Being

Financial Wellness & Community Development Conference

Financial Well Being
Sep 23 9:30 AM - Sep 24, 2025 4:00 PM
Sep 23, 2025 9:30 AM - 4:00 PM
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Description

The return of this budget-friendly event includes two days of immersive financial wellness and engaging community development discussion. Don’t miss out on this amazing opportunity to exchange best practices and connect on financial wellness!

Agenda

Tentative schedule - watch for more details coming soon!

Day 1 | Tuesday, September 23 

  • 9:30 am – 10:00 am - Registration

  • 10:00 am – 10:30am - Welcome Session and Introductions | Josh Roberts 

  • 10:30 am – 12:00 pm - Session 2 – coming soon 

  • 12:00 pm – 12:45 pm - Lunch 

  • 1:00 pm – 3:30pm Session 3 - Group Activity 

  • 3:30 pm – 5:00 pm - Debrief & Wrap up of the Day 

  • 5:00 pm – 5:45pm - Casual Reception 

Day 2 | Wednesday, September 24 

  • 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 – 10:30am - Session 4 - AARP’s Banksafe Program | Courtney Anclam & Amber Miller | AARP Wisconsin 

  • 10:45am – 12:45pm - Session 5 – How Credit Unions Can Support Member Financial Insecurity without Staff Burnout by Leveraging FiCEP, CDFI work, and other Resources | Megan Bolado, Director, Learning and Inclusion | Inclusiv 

  • 12:45 pm – 2:30 pm - Lunch and Roundtable Discussion 

  • Adjourn   

Additional Info

Speakers

Courtney Anclam

Senior Program Specialist | AARP Wisconsin
Courtney joined the AARP Wisconsin team as the Senior Program Specialist in 2018. As part of her role, Courtney manages outreach related to the Fraud Watch Network – AARP’s fraud prevention program that offers free resources to people of all ages. She collaborates closely with other nonprofit organizations and government agencies to educate Wisconsinites about how to spot and avoid scams. 

Amber Miller

Senior Associate State Director-Community Outreach | AARP Wisconsin
Bio coming soon!

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.

Event Type

In-Person

Fees

Location

Marriott Oshkosh Waterfront
1 North Main St
Oshkosh, WI 54901

$135 plus taxes and fees

Call 920-230-3200 and ask for The Wisconsin Credit Union League rate. Room block expires August 22. Book your group rate for Wisconsin Credit Union League by clicking this link.