Community Impact & Financial Health: Leveraging Resources for Financial Resilience
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 four 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!
All registration options include access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!
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 and Details
Consisting of four 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.
1. 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.
2. Building Meaningful Partnerships for Localized Solutions
Speakers: Charlene Bauer, Kevin Cole, Kathy Saloy, Chuck Morse, Michael Andelman
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.
3. Where’s the Money?
Speakers: Sharee Adkins, Larry Ellifritz, Sayer Jones, Jaimie Miller
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.
4. Social Purpose Credit Unions
Speakers: Kabi Catalano, Bill Lantzy, Steve Pagenstecher
The very nature of the Credit Union Movement was founded on community impact — a driving vision that embeds social purpose at the core of everything credit unions do. Learn the approach credit unions, such as Vancity Credit Union, employed to become a true social-purpose credit union, rallying members and non-members alike to their cause. Join this session to learn a first-hand experience, strategies, and the benefits of how a credit union implemented a change that made all the difference.
** Access to On-Demand Recordings is reliant on the Pass or Track that your Credit Union has purchased. If you would like access to CU Learning TRAXX On-Demand Recordings please view pricing and registration or reach out to a member of the team.
ALL ON-DEMAND RECORDINGS Available now!
|Community Impact & Financial Health Sessions — Now Available On-Demand|
|Recorded From the August 26 Session|
|Shifting to Recovery: Developing Data-Driven Strategies to Impact Member Financial Health||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.||Access Now**|
|Recorded From the September 9 Session|
|Building Meaningful Partnerships for Localized Solutions||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.||Access Now**|
|Recorded From the September 23 Session|
|Where's the Money?||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.||Access Now**|
|Recorded From the November 2 Session|
|Social Purpose of Credit Unions||Join this session to learn a first-hand experience, strategies, and the benefits of how a credit union implemented a change that made all the difference.||Access Now**|
|** Access to On-Demand Recordings is reliant on the Pass or Track that your Credit Union has purchased. If you would like access to CU Learning TRAXX On-Demand Recordings please view pricing and registration or reach out to a member of the team.|
Executive Director, Northwest Credit Union Foundation
Sharee Adkins is the Executive Director of the Northwest Credit Union Foundation. In this role, she amplifies the impact credit unions have in our community by forging and leveraging partnerships to achieve ambitious goals in the Foundation’s priority areas of asset-building, economic empowerment, and cooperative development.
Adkins holds a bachelor’s degree in sociology from Boise State University and a master’s degree in organizational leadership from University of Idaho. Adkins joined the Northwest Credit Union Foundation after 12 years leading fundraising efforts and implementing large-scale initiatives at public and non-profit organizations in Idaho and Washington.
Adkins is excited to bring her passion and years of non-profit experience to help the credit union movement amplify its positive impact in communities across Idaho, Oregon, and Washington.
Michael D. Andelman is the oldest Bank On Fellow deftly managing a hardy Bank On Boston Coalition within the Boston Mayor’s Office of Financial Empowerment. At fourteen, Andelman started his first business, a direct mail and database management corporation sustainably employing youth and stay at home parents. His entrepreneurial successes in variegated industries, like Cafes, Entertainment, Construction and Hospitality has enabled non-business minded individuals, especially artists to quit their day jobs becoming fiscally responsible and solvent. As the Chief Creative Officer of the Massachusetts Jump$tart Coalition, Andelman created the Massachusetts Financial Regatta, a real life sailing and personal finance competition for high schoolers. Andelman has been an awarded, active member of the FDIC’s Money Smart Alliance since 2008.
Charlene Bauer is the Chief Development Officer and Senior Vice President of Advocacy and Outreach for Metro Credit Union in Chelsea, Massachusetts.
Metro Credit Union is the largest state chartered credit union in Massachusetts with over $2 billion in assets, and serving more than 215,000 members. In 2018 Metro received Juntos Avanzamos recognition for its work with the Hispanic community. Metro has 14 branch offices, 2 high school branches, a Financial Opportunity Center, and is also a leader in workplace banking, serving over 1,200 companies across the Commonwealth.
In her role at Metro, Bauer oversees Advocacy, Community Engagement, Emerging Populations, Business Development, Financial Wellness and is Metro’s CRA officer. Bauer is a founding partner of CONNECT, a financial opportunity center in Chelsea, MA serving over 4000 low income clients annually achieve economic stability. Working closely with community members, employees from workplace banking sites, high school students and Metro employees, programming is implemented to help guide people towards better financial choices. She has been in the financial industry for more than 30 years. Her first job at a Financial Institution was with The Bank For Savings where she was the Director of Sales and Business Development. She then went to a larger Mutual Savings Bank, Salem Five Cents Savings Bank, as the VP of Branch Administration overseeing the sales, operations, and security for the retail division. In 2000 Bauer moved to Metro Credit Union as the VP of Marketing and is an advocate of Credit Unions and their role in the financial services industry.
Northwest Regional Director, WGU Advancement
Kabi Catalano has served the nonprofit sector for more than 20 years. She is currently the Northwest Regional Director of Advancement for Western Governors University working directly with corporations, foundations, alumni, and individual donors throughout a nine-state region, including WA, OR, and ID. Prior to WGU, she worked on the local chapter level with Make-A-Wish and Girl Scouts and most recently led a $21 million capital campaign for a small nonprofit based in Salt Lake City, Utah. Kabi earned a Bachelors of Arts degree from the University of Washington and is now pursuing Master of Science in Management and Leadership at WGU.
Executive Vice-President, Mid Oregon Credit Union
Kevin Cole is a 20-year credit union industry veteran who currently serves as the Executive Vice-President at Mid Oregon Credit Union. His career has included a variety of executive roles including lending, sales and service, and finance. Kevin has advocated for credit unions at the State and Federal level including testifying in the Oregon Legislature on behalf of credit unions and serving on NCUA Industry work groups assisting NCUA in developing regulations for credit unions. He also serves on the Bend Economic Development Advisory Board and chairs the Advocacy Committee that develops recommendations on economic issues for the City of Bend. He holds the Chartered Financial Analyst designation, an MBA from the University of Oregon and a B.A. in Political Science from the University of California, Irvine.
President/CEO, Consolidated Community Credit Union
Evolving from Loan Officer to Loan Department Manager, VP of Lending and now President / CEO, Ellifritz brings over 20 years of lending and managerial experience to CCCU. When you talk to Ellifritz you can tell he has a real passion for CCCU and helping our members. When the Spokane native isn’t running the credit union, he’s watching his son play lacrosse at Notre Dame de Namur University or at home in Hood River coaching his daughter’s sports teams. He and his family love the outdoors and frequently ride snowmobiles in Priest Lake, Idaho.
Sayer Jones has 15 years of direct experience working with institutions structuring and measuring the impacts of their investments. He led the regional impact investing practice at Meyer Memorial Trust in program related investment and mission related investment portfolios for 12 years, deploying over $50 million. Jones has chaired city and state boards focused on impact investing and managing public portfolios for impact. He has led investors in workshops to align social values with financial and cultural returns, and has experience as an entrepreneur, representing asset owners, and managing fund managers and consultants. Jones is also on the Board of the Oregon Capital Scan, which collects and presents data to identify gaps in Oregon’s investment ecosystem and guide economic development strategies to address those gaps.
Product Manager Marketing, Brand +Innovation, Lake Trust Credit Union
A wide range of experiences and interests from day to day operations progressing to higher level strategy and tactics have guided Lantzy towards the diverse and creative approach that he believes in for consistent, long term success.
At Lake Trust Credit Union, Lantzy works with a team that utilizes internal and external research to identify and monitor trends leading to educating colleagues and developing products and programs aligning to strategy.
Lantzy’s background includes a career with McDonald’s Restaurants managing multi-unit operations. Following that, he entered the banking arena with Old Kent Bank, now Fifth Third as a branch manager in a grocery store branch, eventually progressing to a stand-alone location.
His credit union story began as an Assistant Branch Manager with State Employees Credit Union in Michigan. Moving to a Branch Manager position, SECU became NuUnion Credit Union which became Lake Trust. He managed a number of different locations in the Lansing, MI market. Additionally, Lantzy spent a portion of time working in Marketing and special projects which included a name change and re-brand, moving from a SEG base to a community charter and assuming several roles during the merger that resulted in the formation of Lake Trust.
At Lake Trust, Lantzy became part of a Strategic Innovation Team, conducting research, product development, conducting educational sessions for staff and serving as a sort of internal consultant for the board of directors and its Strategic Learning Committee. Somewhat by default, he was tapped to participate in exploring the possibilities of becoming a CDFI. This has become a big part of Lantzy’s everyday work; sponsoring the work to become certified then pursuing and getting approval for 2 grants. Included in this work is maintaining contact outside the credit union with a consultant, inclusiv, Callahan and Members Development Co. This has truly become a passion in the work that he does.
Executive Director, Iowa Credit Union Foundation
Jaimie Miller has spent the last 12 years working in the political and nonprofit arenas. Miller is a graduate of the University of Northern Iowa where she received her BA in Political Science and Public Policy and Drake University where she completed her Master of Public Administration. Miller is a 2014 graduate of the Greater Des Moines Leadership Institute CLP Program, was recognized in 2015 by the Business Record as a top Forty under 40 in Iowa and is a 2016/2017 finalist for the Des Moines YP of the Year award. In her time away from work Miller enjoys spending time with her family and volunteering in the community.
Executive Director, LaunchNOLA
Chuck Morse is a management executive and consultant with more than twenty years experience in business development, marketing, strategy, government relations and community engagement. Morse currently serves as Executive Director of LaunchNOLA, a small business development organization, Morse is responsible for managing and overseeing daily operations, including fundraising, business development, mentorship, and marketing.
Morse is the President of the Hoffman Triangle Neighborhood Association. He is a lead mentor for Propellor’s Startup Accelerator Program. He assist businesses in the water Industry grow their ideas, startups or companies. Morse is also a small business consultant for CH2M, an international engineering company that delivers projects across the entire water cycle to solve complex water challenges with exceptional service and integrated, sustainable solutions. He serves as a professor at Union Baptist College and Theological Seminary in New Orleans.
Morse served as the ConnectWorks Director at the Good Work Network. He is responsible for the incorporation of small, minority firms into the supply chains of anchor institutions. He has served as Assistant Secretary in the Louisiana Office of Tourism, where he led an 82-person organization and managed a $10 million advertising and public relations budget. He also served as the Marketing Director for the Bayou Classic, one of the largest African American collegiate sporting events in the country. Morse worked as Special Assistant to the President at the Washington Convention and Tourism Corporation in Washington, DC, where he handled government and community affairs, including serving as a member of a task force that responded to the September 11 bombing crisis in the nation’s capitol.
Prior to his promotion to Special Assistant to the President, Morse served as Director of Membership Development with the Washington DC Convention and Tourism Corporation, where he grew membership to record highs, and facilitated business-to-business relationships. Morse understands the importance of small businesses, having started his career as the head of business development and marketing for a minority start-up security firm in Washington, DC. Morse has an undergraduate degree in Public Administration from Virginia State University, a Master’s degree in Urban Studies from the University of New Orleans and a Master’s degree in Divinity from Union Baptist College Theological Seminary in New Orleans.
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.
CEO of Gravity Payments
Raised in rural Idaho, Dan Price founded Gravity Payments from his university dorm room at just 19 years old. His mission–which remains the core of Gravity to this day–was to help the thousands of hard-working small business owners who are consistently overcharged and underserved by their credit card processors.
Price built his company on the values of honesty, integrity, and transparency instilled in him during his rural upbringing. These simple values have set Price and his company apart from others in the industry, making Gravity the most trusted name in processing. Today, nearly 20,000 independent businesses across all 50 states trust Gravity to save them millions in fees and hours in frustration by making it easy for them to accept payments.
Price captured national attention in 2015 when he decided to raise the company’s minimum salary to $70,000 a year. Since then, he has become an outspoken advocate of income equality and, through speeches, articles, and media appearances, has consistently encouraged other business owners to take responsibility for the well-being of their employees. Although he’s been criticized for what some consider his radical policies on pay and equality (Rush Limbaugh famously derided him as “socialist”), Price believes businesses have enormous power to promote social good, regardless of what industry they’re in, by serving communities instead of shareholders and putting people over profits. His leadership has earned him many awards, most notably Entrepreneur Magazine’s “Entrepreneur of 2014” and the 2010 SBA “National Young Entrepreneur of the Year,” awarded to him by President Obama. In addition to these formal awards, Price has been credited by other business owners who have decided to raise the minimum salaries at their own organizations.
Vice President of Community and Economic Development, Hope Enterprise Corporation
Kathy Cobette Saloy is the Vice President of Community and Economic Development for Hope Enterprise Corporation, based in New Orleans, Louisiana. She leads Hope’s Healthy Food financing initiatives. Her areas of focus are healthy food access and asset building strategies. This includes working with funders to generate loan capital to sustain the work that Hope does in the areas of bringing access to healthy foods to underserved neighborhoods in Louisiana, Mississippi, Memphis Tennessee, Alabama and Arkansas.
Saloy has also been instrumental in working with other organizations in Louisiana that have budgeted funds for healthy foods to develop Heathy Food Programs. The Louisiana Healthy Food program and a program for the City of BR recently launched under Saloy’s leadership. Managing over budgets over 19 million of loan program funds.
Saloy has facilitated the Fresh Food Retail Initiative, funds for the MSDF program and the Goldman Sachs 10,000 Small Business Scholars Program. She works to expand Hope’s initiative with a focus on growth and business development through outreach to a range of community and economic development entities, determining eligibility and financial report management. Through special grant funding, Saloy has developed and facilitated a financial literacy program with Choice Foundation Charter Schools.
Saloy’s extensive financial management career dates back to the 24 years spent at Hibernia/Capital One Bank where she held various officer managerial roles in operations and served in different capacities on the bank’s business development projects. Her last position was Vice President and Small Business Area Manager for the Orleans and St. Tammany parish markets. She led a sales team of Business Bankers who managed business portfolios and advised Micro-tiered small business clients in the areas of Lending, Cash Flow needs and other financial services.
Saloy is a commissioned Notary Public in the State of Louisiana, with a Bachelor of Science Degree in Marketing and a Minor in Economics from Xavier University of Louisiana, with 36 years of high performance in banking, business development and community and economic development with high measurable impact. She has facilitated countless financial literacy workshops and presentations to support wealth building strategies.
Saloy is member of Alpha Kappa Alpha Sorority and currently serve as SCR, La Cluster and a past president of the Omicron Lambda Omega Chapter. Saloy was also an Advisory Council Member to the New Orleans Jazz and Heritage Foundation Board, New Beginnings Charter School, Financial Secretary for the Crescent City OLQ Charitable Organization, member of the Louisiana Notary Association and 2019 Regional Chairman of the South Central Regional AKA Conference in New Orleans.
Saloy is also the property manager for Cobette Saloy Investment, LLC.
Personal Finance Expert, NerdWallet
Liz Weston is NerdWallet’s personal finance expert and co-host of its weekly Smart Money podcast. She’s a Certified Financial Planner and author of five money books including the best-selling “Your Credit Score.” She has appeared on CNBC, “NBC Nightly News”, the “Today” show, “Dr. Phil” and numerous radio shows, including American Public Media’s “Marketplace”; NPR’s “All Things Considered”, “Talk of the Nation” and “On Point: and KPCC’s “Air Talk”. Her columns are carried by The Associated Press and the Los Angeles Times, among other outlets.
She lives in Los Angeles with her husband and daughter.
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 four sessions. All registration options include access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!
Information about additional registration options can be found here, including all access passes, session bundle options, and track bundle options.
|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
|Session 1: Shifting to Recovery: Strategies For Member Financial Health Individual Session||Regular Price: $249||Register Now|
|Session 2: Building Meaningful Partnerships for Localized Solutions Individual Session||Regular Price: $249||Register Now|
|Session 3: Where's the Money? Individual Session||Regular Price: $249||Register Now|
|Session 4: Social Purpose of Credit Unions Individual Session||Regular Price: $249||Register Now|
|*Small Credit Union = $100 million or less in assets|
Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive.
The Northwest Credit Union Foundation is providing professional development scholarships for credit union professionals interested in attending CU Learning TRAXX sessions, including scholarships for on-demand sessions. If credit unions need financial support to purchase an All Access Pass or Session Bundles, CEOs can apply for a scholarship award to go toward CU Learning TRAXX. Please reach out to Maija Noll for any questions on scholarship eligibility.
Please reach out to [email protected] for assistance with canceling or adjusting your registration.