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 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!
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 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.
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. Leveraging Resources for Financial Resilience
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. The Future of Financial Literacy
In this session, we level-set on what our state laws and curriculums require, share data on the dire need for financial literacy in our educational system, and study best practices and available tools to bolster financial literacy and education within our own communities. Credit unions understand how important financial literacy is for the economic viability of our communities and yet, these skills are rarely taught in today’s classrooms. CUE THE PANDEMIC! Through the eyes of recent healthcare and economic catastrophes, the true need for understanding and access to financial literacy becomes overwhelmingly evident. Credit unions are filling this gap in new, innovative ways and improving financial education outcomes. Walk away with actionable steps and strategies to identify potential partners, access advocacy allies, and implement financial literacy programs and curriculum at local and state levels.
Registration Coming Soon.
5. Social Purpose Credit Unions
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.
Registration Coming Soon.
6. How to Tell Your Story as a Changemaker
Credit unions support the financial health of their communities and members through the affordable and carefully tailored products and services they offer. But credit unions are so much more than just financial institutions. In this session, you will discover innovative approaches for sharing impactful member stories and marketing your credit union as a changemaking community organization. Explore marketing strategies to showcase the true difference credit unions make in their communities and learn how to position yourself as more than just a financial service provider.
Registration Coming Soon.
** 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.
Upcoming Session Dates and Times
Mark your calendar – dates, times, and information is now available for all sessions in the Community Impact and Financial Health Track!
|CU Learning TRAXX— Wednesday, September 23|
|9:30 - 11:00 a.m. PDT||Community Impact & Financial Health Session 3: Where’s the Money?|
|CU Learning TRAXX— Tuesday, October 13|
|3:00 - 4:00 p.m. PDT||Community Impact & Financial Health Session 4: The Future of Financial Literacy|
|CU Learning TRAXX— Monday, November 2|
|2:30 - 3:30 p.m. PST||Community Impact & Financial Health Session 5: Social Purpose of Credit Unions|
|CU Learning TRAXX— Wednesday, December 9|
|11:00 a.m. - 12:00 p.m. PST||Community Impact & Financial Health Session 6: How to Tell Your Story as a Changemaker|
Have a scheduling conflict? No worries! You can access recorded sessions anytime.
CAN'T MAKE A SESSION? 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|
|Leveraging Resources for Financial Resilience||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**|
|** 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.
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.
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.
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.
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 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: Building Meaningful Partnerships for Localized Solutions Individual Session||Regular Price: $249||Register Now|
|Session 2: Shifting to Recovery: Strategies For Member Financial Health Individual Session||Regular Price: $249||Register Now|
|Session 3: Where's the Money? Individual Session||Regular Price: $249||Register Now|
|Session 4: The Future of Financial Literacy Individual Session||Regular Price: $249||Registration Coming Soon.|
|Session 5: Social Purpose of Credit Unions Individual Session||Regular Price: $249||Registration Coming Soon.|
|Session 6: How to Tell Your Story as a Changemaker Individual Session||Regular Price: $249||Registration Coming Soon.|
|*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. If credit unions need financial support to purchase an All Access Pass or Session Bundles, CEOs can apply for their entire 2020 scholarship award to go toward CU Learning TRAXX. Please reach out to Maija Noll for any questions on scholarship eligibility.
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.