Resources to Make Your Financial Education Outreach More Effective

Financial literacy outreach is a high calling in the credit union movement, and professionals who can make compelling and effective presentations are in demand.

Credit union educators know the drill: today’s outreach will benefit eighth-graders and another tomorrow will target high school students and young adults. Where can they find time to put interesting presentations together, how do they talk to people in different age groups and how can financial education remain relevant?

Good news: there are under-utilized, turnkey resources available to presenters so they don’t have to reinvent the wheel every time there is an outreach opportunity.

Two highly regarded credit union educators—Danielle Brown, “BizKid$” coordinator for the National Credit Union Foundation (NCUF), and Teresa Shively, education specialist for Gesa Credit Union—will share resources for more effective outreach at a presentation during the Northwest Credit Union Association’s (NWCUA) 2012 Convention and Annual Business Meeting.

Their presentation is sponsored by the NWCUA’s Financial Education Committee and is scheduled for Oct. 3 at 4:15 p.m. in the Discovery D room at the Vancouver Hilton.

Brown will demonstrate how the nationally televised financial literacy program “BizKid$” can be used in credit union outreach.

“It is more than just a show,” Brown said. “It is a platform for outreach, and I want to share how credit unions can use the curriculum and the resources. As I talk to people, once they hear different ways to use it, that’s when the rubber hits the road.”

Brown noted the program originated in Seattle with credit union funding.

“I want to talk about how ‘BizKid$’ is branded with the credit union movement,” Brown said, “[and] how credit unions can brand it and make it their own.”

Shively interacts with students on a frequent basis in her role at Gesa and has the added experience of being the Northwest Coordinator for the National Youth Involvement Board (NYIB). The NYIB has presentations already completed and available to connect with audiences of all ages.

“It’s one of the credit union movement’s best kept secrets,” Shively said. She will introduce attendees to the board and the programs, which they can pack up, take into the field and share with students.

The breakout session will be moderated by Jared Dance, a member of the Financial Education Committee and a financial education specialist for TwinStar Credit Union.

Online registration for Convention, scheduled for Oct. 2-4 in Vancouver, Wash., is available now. Visit the Association’s dedicated Convention website for more information.


Questions? Contact Training Programs Coordinator Yuri Jung: 206.340.4817,

Posted in Events, MAXX Annual Convention, NCUA.