Save the Date for Financial Education Best Practice Roundtables June 25 and July 10

Northwest credit unions have documented thousands of hours spent making financial education presentations touching tens of thousands of children, high school students and adults. Yet in a survey conducted by the Northwest Credit Union Association’s (NWCUA) Financial Education Committee, 48 of 50 credit unions indicated that barriers such as presentation resources and limited staff time keep them from doing more.

Some answers will be available this summer at Best Practice Roundtables to be offered June 25 and July 10 by the Financial Education Committee. Credit union educators, trainers and outreach specialists are encouraged to save one of those dates. The June 25 event will take place at the NWCUA Training Center in Federal Way, Wash., while the July 10 event will be hosted at Oregon Community Credit Union in Eugene, Ore.

“These Best Practices Roundtables will provide credit union professionals with real life examples, and open discussion of what Northwest credit unions are currently doing to successfully reach, teach and retain members of all ages,” said committee member Cathy Brorson.

Brorson, like many of the committee members is a Credit Union Development Educator (CUDE) and actively presents financial education to students and to community groups. Her Life on the Edge poverty simulation last year received national acclaim, winning recognition in the Dora Maxwell Awards program presented by the Credit Union National Association (CUNA).

“I think the roundtables will help to build a network of support between Oregon and Washington, which will increase overall effectiveness and support for credit unions’ financial education outreach endeavors within their own communities,” Brorson said.

“There exists such a wealth of financial education knowledge among credit unions,” added committee chairperson Ryann Conrad. “The Best Practices Roundtables are terrific forums in which to share those resources. Whether you are a seasoned financial educator or still developing your practices, you will leave these events with something tangible: a new method, a new resource or a program you can implement in your community.”

The agenda for the Best Practice Roundtables will include a live demonstration of a Financial Reality Fair, which is an interactive budgeting exercise in which students adopt a career persona and navigate a maze of necessities and luxuries with their “take home pay”—all in hopes of balancing their budgets. Financial Reality Fairs are popular venues for credit union volunteers to reach large numbers of students with real-life learning opportunities.

The agenda will also showcase programs for very young children as well as for adults with retirement goals. Oregon’s roundtable will showcase resources available to credit unions through Financial Beginnings—a volunteer-driven organization that trains hundreds of volunteers who are reaching out to more than 14,000 Oregon students annually.

More details and online registration will be announced soon.


Questions? Contact Lynn Heider: 503.350.2225,

Posted in CUNA, Events.