CU FinHealth

CU FinHealth

We discuss multi-sector solutions to address the drivers of financial health, learn from each other’s financial health efforts, explore strategies for engaging new partners, and leverage technology to further advance financial health for credit union members, employees and our communities. CU FinHealth™ is co-hosted by the National Credit Union Foundation, the Cornerstone Credit Union Foundation and the California & Nevada Credit Union Leagues.

Conference Objectives
Participants will:

  • Understand how credit unions are measuring, operationalizing and documenting consumer financial health
  • Understand the drivers of financial health including how health, wealth, and place are inextricably linked
  • Be armed with at least three (3) ideas that they can take home and implement in their credit union to bring strategic focus to improving their members’ financial health

Conference Format
Hybrid: presentations, discussion and workshopping with all participants

Target Audience
Our audience is a diverse cross-section of credit union leaders (CEOs, CFOs, Lending, Operations and Community Engagement professionals) who work to make consumer financial health a strategic priority for their credit union.

Pre-work
Assign development issues/social determinants of health (SDOH) and group tables accordingly.