Community Impact & Financial Health Track Overview

As not-for-profit financial cooperatives, community is in credit unions’ DNA!

Offered as part of the CU Learning TRAXX program, the six 60- to 90-minute sessions in this track takes a deep dive into what it means to be community-focused, including tangible ways to maximize your impact.

This track offers a special focus on programming for designation-based credit unions (CDFI, LICU, JA, MDI), CEOs, CMOs, credit union foundations, community outreach professionals, financial educators, and CUDEs. Sessions will focus on member financial health; building meaningful community partnerships; obtaining and utilizing grant funding; financial literacy; Diversity, Equity, and Inclusion; and more, including just-in-time content to ensure you’re staying ahead of the curve!

During live sessions, attendees will have the opportunity to network with their credit union peers and industry experts on the cutting-edge CU Learning TRAXX digital platform. All registration options include access to live sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!

More information about confirmed sessions can be found below. Information about the final sessions will be shared soon – future sessions will be designed based on attendee feedback and industry updates, to ensure the programming meets you where you are and where you’re going.

While the sessions in this track are designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Sessions

Consisting of six 60- to 90-minute sessions, the Community Impact and Financial Health: Leveraging Resources for Financial Resilience track shines a light on the community focus that is in credit union’s DNA. Information about confirmed sessions can be found below, with more session information coming soon! Future sessions will be designed based on attendee feedback and just-in-time programming, to ensure that sessions offer you the information you need, when you need it.

Shifting to Recovery: Developing Data-Driven Strategies to Impact Member Financial Health*
Speaker: Brenton Peck
Credit unions are on the frontlines of innovating products and services to meet their members’ needs. In this session, attendees will hear from the Financial Health Network, a leader in financial system research driving innovation in the work of improving financial health outcomes. This session will take a deep dive into how credit unions can use data to drive forward strategies to positively impact their members’ and communities’ financial health, as well as how the Credit Union Movement can collectively foster financial stability in our communities. This work has become even more important as members navigate the long-term economic impacts of COVID-19.
Register Now *We are offering one CPE Credit for this session. Please see the CPE Credit dropdown below for more information.

Building Meaningful Partnerships for Localized Solutions
Credit unions are known for their localized approaches and community partnerships. This session builds on this model and discusses ways credit unions can forge new and deeper partnerships with public, private, and philanthropic partners to identify solutions to challenges facing their communities. Topics include credit building, serving rural communities, equitable access to financial services, and more.
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Where’s the Money?
With an increase in awareness on the importance of financial health, this is the time for credit unions to shine. Funding resources are available for credit unions to leverage, benefitting their community programs and members. In this session, find out what grants and state funding your credit union can access and how to identify funding opportunities that align with your project goals. Learn about opportunities inside the credit union industry, state and municipal funding, and philanthropic and private funding sources. Don’t let lack of funding hold you back from expanding or implementing new programs.
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Information about the remaining sessions in this track will be available in the coming weeks.

Session Dates and Times

Mark your calendar – dates and times are now available for the first three sessions in the Community Impact and Financial Health! Remaining sessions will be added over the next few months to ensure programming is timely and relevant. 

Wednesday, August 26
11:00 a.m - 12:00 p.m. PDTCommunity Impact Session One: Shifting to Recovery: Developing Data-Driven Strategies to Impact Member Financial Health
Wednesday, September 9
12:00 - 12:30 p.m. PDTOptional Virtual Networking Lunch
1:00 - 2:30 p.m. PDTCommunity Impact Session Two: Building Meaningful Partnerships for Localized Solutions
Wednesday, September 23
9:30 - 11:00 a.m. PDTCommunity Impact & Financial Health Session 3: Where’s the Money?
3:30 - 4:30 p.m. PDTOptional Virtual Networking Happy Hour

Have a scheduling conflict? No worries! You can access recorded sessions anytime.

Speakers

Brenton Peck
Director, Program Team • Financial Health Network 

Brenton Peck is a Director on the program team at the Financial Health Network. Leveraging his previous roles at the Financial Health Network as a Consultant and Relationship Manager, Peck helps organizations structure and execute projects that are designed to improve the financial health of their business and their members. 

Mr. Peck has a strong passion for helping his clients define their financial health strategy, assess the rapidly changing marketplace, and develop high-quality products and practices. He has held positions at the Filene Research Institute, J.P.Morgan Chase, and Wells Fargo. Peck graduated from Illinois State University and earned an MBA from the Dunham School of Business at Aurora University. He also holds a PMP® certification and is an active member of his town’s Finance Committee.  

When not at the Financial Health Network, Peck enjoys hiking, boating, beach volleyball, and 400-level seats at Wrigley Field. He lives in Glen Ellyn, Illinois with his wife, Bridget, their son, Madden and daughter, Ashlyn. 

CPE Credit Offering

NASBA CPERegistry logoNorthwest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. 

For more information regarding our administrative  policies such  as a complaint and refund please contact our offices at 800.995.9064 x 220  

As our programming develops, and is approved by the National Registry, we will add sessions that qualify for CPE Credits.  

Currently we are offering CPE Credits for the following:  

Shifting to Recovery: Developing Data-Driven Strategies to Impact Member Financial Health – August 26, 2020
Credit unions are on the frontlines of innovating products and services to meet their members’ needs. In this session, attendees will hear from the Financial Health Network, a leader in financial system research driving innovation in the work of improving financial health outcomes.  

This session will take a deep dive into how credit unions can use data to drive forward strategies to positively impact their members’ and communities’ financial health, as well as how the Credit Union Movement can collectively foster financial stability in our communities. This work has become even more important as members navigate the long-term economic impacts of COVID-19.  

After this session Participants will:   

  • Gain an understanding of what metrics are critical to track in order to positively impact members’ and communities’ financial health. 
  • Gain an understanding of how to use member data to identify products and services best suited for your members’ needs. 
  • Learn how to more holistically approach member financial wellness and health. 

CPE Credit Offered: One
Field of Study – Management Services – Technical
Delivery Method – Group Live – Online Delivery Due to COVID-19
Previous work experience and background knowledge is recommended. 

Participants must attend the event on the session day, stay for the duration of the session, and engage in event surveys and event polls to qualify. 

Pricing and Registration

CU Learning TRAXX are offered with a variety of registration options. While each track is designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Register now for the full Community Impact and Financial Health: Leveraging Resources for Financial Resilience track for full access to all six sessions. All registration options include access to live sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you! During live sessions you’ll also have the opportunity to network with credit union peers and interact with industry experts.

Information about additional registration options can be found here, including session bundle options. Single session registration will be available soon!

Full Community Impact & Financial Health Track
Access all six live sessions the Community Impact & Financial Health track, along with on-demand access to the post-session recordings!
Regular Price: $1,099

Small* Credit Union Price: $989
Register Now
Building Meaningful Partnerships for Localized Solutions Individual SessionRegular Price: $249
Register Now
Shifting to Recovery: Strategies For Member Financial Health Individual SessionRegular Price: $249Register Now
Where's the Money? Individual SessionRegular Price: $249Register Now

*Small Credit Union = $100 million or less in assets

Scholarship Opportunities

Continued education and training of credit union employees helps keep the credit union movement vibrant and competitive.

The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,000 per year for selected applicants. Learn more on the NWCUF website.

Cancellation Policy

Registrations may be canceled and refunded up to 30 days in advance of a session. Alternately, registrations may be transferred to another user up to one day in advance of the meeting. Please reach out to [email protected] for assistance with canceling or adjusting your registration.

Questions?

For assistance with registration, please email [email protected]. A member of our team will be in touch shortly.

For questions about the programming offered in the Community Impact & Financial Health track, please contact Claire Hendrix, Program Director, NWCUF.