CUbroadcast Studio Lounge interviews at
|
|
Give back...
A give-back tradition we started a few years ago: For every Studio Lounge interview we conduct, we will donate $10 to Credit Unions for Kids to help Children's Miracle Network Hospitals nationwide. So sign up to chat and the kids win, too! |
|
Studio Lounge interviews brought to you by ...
Studio Lounge interview schedule:
Monday, April 29
Toni Nichols, Public Relations Manager at Texas Trust Credit Union
Topic: Engaging Potential Members in Unexpected Ways
Brenton Peck, Director of Financial Services Solutions at Financial Health Network
Topic: "A Little Cup of Happiness" (opening keynote)
Zach Christensen, Director, Mitchell Stankovic & Associates and Executive Director, CU Pride
Topic: importance of CU FinHealth and then a little MSA mashup. Underground and CU Pride update
Megan Pieper, Vice President Marketing & eCommerce at WestStar Credit Union
Topic: Conference helping develop a formal, written financial literacy program for WestStar, financial literacy program number one strategic goal for marketing department this year
Creighton Blackwell, Chief Community & Public Affairs Officer at Coastal Credit Union
Topic: Commit, Assess/Learn, Plan, and Act (session highlights)
Josh Roberts, VP System Collaboration & Development, The Wisconsin Credit Union League
Topic: how leagues and state foundations can champion Financial Well-Being for All in their work with credit unions.
Tena Lozano, CUDE, Executive Director at Richard Myles Johnson Foundation
Topic: RMJ Foundation initiatives for 2024
Victor Corro, CEO at Coopera Consulting
Topic: Using data to know the reach multicultural consumers, Coopera partnership with NCUF, CU and leagues to craft strategic plans for growth within multicultural markets, CU DEI Collective work
Evan Wilson, SVP for Financial Well-Being at Meritrust Federal Credit Union
Topic: Financial wellness programs at Meritrust FCU that lift up employees
Tuesday, April 30
Lori Timm, Community + Financial Wellbeing Manager at Allegacy Federal Credit Union
Topic: Financial wellness initiatives at Allegacy
Jessica Sharon, VP of Impact and Advocacy at Pelican State Credit Union
Topic: CU FinHealth Hub, Opportunity Knock$, Financial Ed in general, CU Advocacy
Courtney Lussenhop, Director of Impact at The Community Impact Fund
Topic: Providing financial education resources to individuals and working with for-profit, nonprofit, and member organizations to create a dedicated fund for employees/members for financial emergencies in the form of Impact Loans
Catie McDonald, Senior Advisor at FarWell
Topic: Putting a Project Plan together to execute your Financial Well-being for All Strategy (session highlights)
Nancy Patton, Sr. Community Involvement Specialist at Canvas Credit Union, and Olivia Orellana, Community Involvement Specialist at Canvas Credit Union
Topic: Financial education the community
Roman Nazarewycz, Director of Client Engagement at Zest AI
Topic: How AI fits into finacial wellness
Andy Bandyopadhyay, Founder & CEO of Attune
Topic: How to measure financial health and wellbeing -- Overview of a partnership with Coopera & NCUF to kick-start 'financial wellbeing for all' work for credit unions with $300M-$600M in assets. Our shared goal is overcoming barriers to implementing financial wellbeing in the credit union system.
Erica Taylor, SVP, Community Impact & Public Relations Officer at Golden 1 Credit Union
Topic: Place-based investment, a wellness roadmap developed by community.
Balaji Ponnuswamy, SVP, Financial Health Products & Programs at BECU, and Erin Coleman, AVP, Professional Services at Callahan & Associates
Topic: Highlights on the FWBFA roadmap (session)
Samira Salem, VP, Diversity, Equity and Inclusion at America's Credit Unions
Topic: DEI in 2024 and beyond
Mishel Kaufman, EVP/Chief Operating & Risk Officer at Redwood Credit Union, and Matt Martin, SVP Community & Government Relations at Redwood Credit Union
Topic: Financial well being and social impact
Stephanie St. Thomas, Financial Wellness Manager at Chartway Credit Union
Topic: Importance of financial wellness with employees (Importance of Employee Financial Health) and how Chartway Credit Union is accomplishing this goal
Wednesday, May 1
Megan Crowson, Manager of Consumer Engagement at America's Credit Unions
Topic: CU FinHealth takeaways, America's Credit Union's FiCEP
Bjorn Larson, Director of Financial Well-Being at BCU
Topic : The growing need to offer a great financial coaching program. Highlighting the goal that BCU has to get all employees certified.
Nathan Pinto, Co-founder/CEO at Credit Mountain
Topic: Turning a negative into a positive -- how credit unions can help members bounce back from a decline
Nicole Mellor, Director of Partner Experience at GreenPath Financial Wellness
Topic: Automation Versus Connection: Friends, not Foes
Gigi Hyland, Executive Director at National Credit Union Foundation
Topic: CU FinHealth wrap up -- takeaways, lessons learned, calls to action, etc.
Naya Taylor, A/V Operator at Gaylord Rockies Resort
Topic: Takeaways from CU FinHealth, why Naya is a credit union member, etc.
Monday, April 29
Toni Nichols, Public Relations Manager at Texas Trust Credit Union
Topic: Engaging Potential Members in Unexpected Ways
Brenton Peck, Director of Financial Services Solutions at Financial Health Network
Topic: "A Little Cup of Happiness" (opening keynote)
Zach Christensen, Director, Mitchell Stankovic & Associates and Executive Director, CU Pride
Topic: importance of CU FinHealth and then a little MSA mashup. Underground and CU Pride update
Megan Pieper, Vice President Marketing & eCommerce at WestStar Credit Union
Topic: Conference helping develop a formal, written financial literacy program for WestStar, financial literacy program number one strategic goal for marketing department this year
Creighton Blackwell, Chief Community & Public Affairs Officer at Coastal Credit Union
Topic: Commit, Assess/Learn, Plan, and Act (session highlights)
Josh Roberts, VP System Collaboration & Development, The Wisconsin Credit Union League
Topic: how leagues and state foundations can champion Financial Well-Being for All in their work with credit unions.
Tena Lozano, CUDE, Executive Director at Richard Myles Johnson Foundation
Topic: RMJ Foundation initiatives for 2024
Victor Corro, CEO at Coopera Consulting
Topic: Using data to know the reach multicultural consumers, Coopera partnership with NCUF, CU and leagues to craft strategic plans for growth within multicultural markets, CU DEI Collective work
Evan Wilson, SVP for Financial Well-Being at Meritrust Federal Credit Union
Topic: Financial wellness programs at Meritrust FCU that lift up employees
Tuesday, April 30
Lori Timm, Community + Financial Wellbeing Manager at Allegacy Federal Credit Union
Topic: Financial wellness initiatives at Allegacy
Jessica Sharon, VP of Impact and Advocacy at Pelican State Credit Union
Topic: CU FinHealth Hub, Opportunity Knock$, Financial Ed in general, CU Advocacy
Courtney Lussenhop, Director of Impact at The Community Impact Fund
Topic: Providing financial education resources to individuals and working with for-profit, nonprofit, and member organizations to create a dedicated fund for employees/members for financial emergencies in the form of Impact Loans
Catie McDonald, Senior Advisor at FarWell
Topic: Putting a Project Plan together to execute your Financial Well-being for All Strategy (session highlights)
Nancy Patton, Sr. Community Involvement Specialist at Canvas Credit Union, and Olivia Orellana, Community Involvement Specialist at Canvas Credit Union
Topic: Financial education the community
Roman Nazarewycz, Director of Client Engagement at Zest AI
Topic: How AI fits into finacial wellness
Andy Bandyopadhyay, Founder & CEO of Attune
Topic: How to measure financial health and wellbeing -- Overview of a partnership with Coopera & NCUF to kick-start 'financial wellbeing for all' work for credit unions with $300M-$600M in assets. Our shared goal is overcoming barriers to implementing financial wellbeing in the credit union system.
Erica Taylor, SVP, Community Impact & Public Relations Officer at Golden 1 Credit Union
Topic: Place-based investment, a wellness roadmap developed by community.
Balaji Ponnuswamy, SVP, Financial Health Products & Programs at BECU, and Erin Coleman, AVP, Professional Services at Callahan & Associates
Topic: Highlights on the FWBFA roadmap (session)
Samira Salem, VP, Diversity, Equity and Inclusion at America's Credit Unions
Topic: DEI in 2024 and beyond
Mishel Kaufman, EVP/Chief Operating & Risk Officer at Redwood Credit Union, and Matt Martin, SVP Community & Government Relations at Redwood Credit Union
Topic: Financial well being and social impact
Stephanie St. Thomas, Financial Wellness Manager at Chartway Credit Union
Topic: Importance of financial wellness with employees (Importance of Employee Financial Health) and how Chartway Credit Union is accomplishing this goal
Wednesday, May 1
Megan Crowson, Manager of Consumer Engagement at America's Credit Unions
Topic: CU FinHealth takeaways, America's Credit Union's FiCEP
Bjorn Larson, Director of Financial Well-Being at BCU
Topic : The growing need to offer a great financial coaching program. Highlighting the goal that BCU has to get all employees certified.
Nathan Pinto, Co-founder/CEO at Credit Mountain
Topic: Turning a negative into a positive -- how credit unions can help members bounce back from a decline
Nicole Mellor, Director of Partner Experience at GreenPath Financial Wellness
Topic: Automation Versus Connection: Friends, not Foes
Gigi Hyland, Executive Director at National Credit Union Foundation
Topic: CU FinHealth wrap up -- takeaways, lessons learned, calls to action, etc.
Naya Taylor, A/V Operator at Gaylord Rockies Resort
Topic: Takeaways from CU FinHealth, why Naya is a credit union member, etc.
Click here to watch our live stream on a larger screen.
