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
Credit Union Community Programs
- 10:30 am – 11:15 am
Learn how Capital Credit Union works with the unhoused population to establish accounts and increase financial security
Lydia Lynch, VP of Brand and Community Partnerships | Capital Credit Union
- 11:15 am – 12:00 pm
Foster Care Programs benefit from partnership with Summit Credit Union in Milwaukee & Madison communities
Hannah Altwegg and Paola Paulino, Financial Education Specialists | Summit Credit Union
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