ICU Foundation Financial Health Seminar
The ICU Foundation will conduct its 6th Annual Financial Health Seminar featuring speakers who will spark ideas and share inspiring stories. The event is perfect for credit unions who are seeking ways to reach out to overlooked populations and help members improve financial well-being.
The free event will be virtual again this year to enable as many people as possible to participate. The session will be recorded and shared with everyone who registers.
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- Who Should Attend?
- When & Where
- Agenda
This event is open to all credit union staff. Previous Financial Health events have been attended by personnel in the areas of:
Financial Health Practitioners
Business Development
Community Engagement
Financial Coaches/Counselors
Marketing
Lending
This event is a virtual meeting. You'll receive meeting details from the ICU Foundation very soon!
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10:00 – 10:05 am |
Welcome |
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10:05 – 10:50 am |
Cancer and Credit Unions – Piloting Bold New Ideas In 2020, Andy Janning created a documentary about the financial catastrophe of cancer to show how credit unions can better see and serve the members fighting the most expensive disease they'll ever face. Four years later, a small group of credit unions are piloting a series of bold new initiatives to significantly improve the financial, physical, and emotional wellbeing of members with cancer. This session will showcase the lessons learned from those initiatives, how to launch them at your credit union, and cast a vision for how our industry can continue to lead the way in this important endeavor.
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11:00 - 11:50 am |
CU Imagine Contest Finalists – Ideas Generated by CUs Congratulations to the winner of the CU Imagine Contest: Chicago Post Office Employees Credit Union! Their project, Up Lift, is aimed at supporting young women aging out of foster care with financial education, life skills training, and a savings account. They received $10,000 – the original $5,000 prize from the ICU Foundation which was matched by an additional $5,000 from Envisant! Kudos to the other contest finalists - Education Personnel Federal Credit Union who presented, Tiny Homes of Hope, and Illinois Educators Credit Union who presented Deposit ‘Til Diploma! See for yourself why it was so challenging for the judges to select only one winner from a field of worthy candidates. You will be inspired to support and adopt the ideas! |
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12:00 – 12:50 pm |
Financial Health Frontiers – Ideas for the Future When the Financial Health Network launched in 2004 to help more people access affordable banking, as many as 20% of Americans didn’t have a bank account. Thanks to the work of business, policy, and advocacy leaders across our movement, that figure has fallen to an all-time low of 4.5% today. But achieving financial inclusion is just one component of a national strategy to advance financial health for all. We must go even further to fix the financial health crisis in the U.S., uniting the visionary leadership of diverse stakeholders to spur innovative and collaborative solutions. Learn about what’s next for financial health and well-being.
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Meet the Speakers!
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A nationally recognized keynote speaker, writer, photographer, and filmmaker Andy has served the credit union industry for over 25 years. He's the author of the books Heroes, Villains, and Drunk Old Men and The Breast Cancer Portrait Project, a national award winner for overall excellence in talent development, a faculty member of America’s Credit Unions Credit Union Management School, and the producer of one of the largest documentary storytelling projects in financial services history. He’s the creator of LIFE OVER DEBT, a national alliance of credit unions helping members heal from the economic trauma of cancer. For more, visit AndyJanning.com and LifeOverDebt.com.
Andy Janning -
As Director of Policy and Research, Lisa works with her team to publish and promote research that addresses the many finhealth challenges facing our communities. Lisa brings over a decade of experience in research and policy to her work. Prior to joining the Financial Health Network, Lisa analyzed labor, education, social, and economic policy as an Assistant Policy Researcher at RAND Corporation. She also served as the Vice President of Policy and Research at A+ Colorado. Lisa holds a bachelor’s degree in Development Studies from Brown University and is currently pursuing her PhD in Public Policy Analysis at the Pardee RAND Graduate School.
Lisa Berdie -
Vincentia Owens, Finance Manager, Chicago Post Office ECU Nicole Todd, Marketing Intern, Chicago Post Office ECU Hope Garrett, CEO, Education Personnel FCU Jody Dabrowski, CEO, Illinois Educators CU
CU Imagine Contest Finalists
