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 – Skills to Delivery: Building and Implementing a Sustainable Financial Coaching Program
Megan Bolado, Director, Learning and Inclusion | Inclusiv

In this interactive workshop, participants will explore the core elements of designing and launching a successful financial coaching program within a credit union. We’ll cover foundational strategies for community mapping, staffing, and program design; examine common barriers to financial well-being; and share insights from successful credit union models. Participants will leave with practical tools to begin shaping a coaching program that meets the needs of their communities.

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

Adjourn

Additional Info

Speakers

Megan Bolado

Director, Learning and Inclusion | Inclusiv

Megan joined Inclusiv in 2023 as the Director of Learning and Inclusion. In this role, she leads Inclusiv's financial empowerment strategy by designing and implementing comprehensive initiatives that support credit unions in providing high-quality, personalized financially inclusive programs and services to individuals and families in low-income and historically excluded communities.

With more than 15 years of experience in asset-building and financial capability, Megan is passionate about building opportunities and inroads to help households navigate a complex financial system towards a future where they can financially thrive, not just survive. She has previously held roles at the International Youth Foundation, Points of Light, Prosperity Now and Change Machine, specializing in finding solutions for integrating inclusive financial products and services into community systems.

Megan holds a Bachelor of Arts in International Relations from the University of Georgia and a Master of Public and Nonprofit Management and Policy from New York University. A native Atlantan, Megan recently returned to Georgia after almost fifteen years in the Northeast Corridor where she now spends her free time spoiling her dog and pretending to garden.

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

In her current role as Sr. Associate State Director of Community Outreach with AARP-Wisconsin, Miss Miller focuses on expanding the AARP Livable Communities initiative, being the frontline voice and presence with the 50+ public, along with community and partnership development.

With over 15 years of experience in the non-profit and economic development sectors, Miss Miller was recognized as one of the Milwaukee Business Journal’s “40 Under 40” honorees in 2019. Since 2020, she has served as a Commissioner for the Milwaukee County Division on Aging and has been actively involved with the Milwaukee County Falls Prevention Coalition and Wisconsin Coalition of Social Connectiveness. She also currently serves on the board of the Dominican Center for Women. Miss Miller holds a Bachelor of Arts in Business and Management from Alverno College, as well as both an MBA from Upper Iowa University.

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.

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Event Type

In-Person

Fees

Regular - $59

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.