Check Out the FinHealth Hub!

 How to Embed Financial Well-Being into your Orgs Marketing: a FREE webinar on August 7 to help you develop a successful strategy. 

Earlier this year, the National Credit Union Foundation (Foundation) launched their new FinHealth Hub which houses many resources on financial well-being! You can find a plethora of information and sign up for FREE Hub access here.
 
In addition, the Foundation is hosting a series of webinars this year on financial well-being topics! Listed below are the descriptions and along with links to register. 
 
How to Embed Financial Well-Being into your Orgs Marketing
Date: August 7
Time: 10-11 a.m. (CT)
Speakers: Jim Lake from Michael Walter Advertising and Juli Lewis from USF FCU
Register here.
As a financial institutions we often talk about products and services; however, while these are valuable tools, they aren’t the ultimate reason our members keep coming back to us. Join our marketing experts as they talk strategic ways to embed financial health into your marketing.
 
How to Build ROI into your Financial Well-Being Programs
Date: September 4
Time: 10-11 a.m. (CT)
Speakers: Jessica Sharon from Pelican State Credit Union, Jill Edsall from Chartway
Register here.
As financial institutions in the business of serving our members, it is imperative that we are good stewards of their money and don’t invest in products or programs that would be a drain on the bottom line. However, we have an equal responsibility to ensure we are serving all or our members even if that service doesn’t equate to profit. So, how do we ensure that we are meeting the financial needs of our members while also showing a return on investment? Meet three credit unions sharing how they built and report on ROI within their programs.
 
Assessing Data:  A How-To Guide
Date: October 2
Time: 10-11 a.m. (CT)
Speakers:  TBD from Attune, Victor Corro from Coopera
Register here.  
You know data is a valuable tool in understanding where your members are in their financial journey and how your organization has moved the needle on that journey. But what data best paints that picture, and how do you capture that data? How can you report that data? Join our experts as they walk you through a step-by-step process on data.
 
CDFI/Minority Serving Designation
Date: November 6
Time: 10-11 a.m. (CT)
Speakers: Mike Beall from CU Strategic Planning, Alvaro Macias from Ascentra CU
Register here.   
Is your organization considering applying for a CDFI/minority serving designation but is unsure of the steps? What is financial counseling and how does it work? What are the differences between counselor vs. coach, what are the various certification, and who should do which certifications? Join our panel of credit unions as they share their journey to obtaining CDFI/minority serving designations and what pros and cons they have found in having this designation.