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FinHealth24: Meritrust FCU's Evan Wilson Talks Financial Wellness for Employees...

4/30/2024

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Evan Wilson, SVP for Financial Well-Being at Meritrust Federal Credit Union, stopped by the Studio Lounge to talk financial wellness programs at Meritrust FCU that lift up employees. Evan says you have to take of your own to, ultimately, take care of your members. Great discussion here with Evan on taking care of your employees via financial education.

Check it out and let us know your thoughts. And be sure to check out more Studio Lounge interviews from CU FinHealth24, as well as the sponsors who supported our conference coverage:
PSCU/Co-op Solutions

Latest CU Knowledge Hub expert content for credit unions

FinHealth24: RMJ Foundation's Lozano Updates Organizations' Programs -- Bite of Reality, Financial Counselor Academy...

4/30/2024

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Tena Lozano, CUDE, Executive Director at Richard Myles Johnson Foundation (RMJ), joined us in the Studio Lounge to share RMJ Foundation initiatives for 2024, which include the ever-growing Bite of Reality program spreading to schools across the nation, Financial Counselor Academy, Pay Yourself First, and much more.

Check it out and let us know your thoughts. And be sure to check out more Studio Lounge interviews from CU FinHealth24, as well as the sponsors who supported our conference coverage:
PSCU/Co-op Solutions

CU Knowledge Hub expert content for credit unions

FinHealth24: How Leagues and State Foundations Can Champion Financial Well-being for All...

4/30/2024

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Josh Roberts, VP System Collaboration & Development at The Wisconsin Credit Union League, stopped by the Studio Lounge for a lively conversation on how leagues and state foundations can champion financial well-being for all in their work with credit unions.

Check it out and let us know your thoughts. And be sure to check out more Studio Lounge interviews from CU FinHealth24, as well as the sponsors who supported our conference coverage:
PSCU/Co-op Solutions

CU Knowledge Hub expert content for credit unions

FinHealth24: Coastal's Creighton Blackwell Talks How Financial Well-being Starts at the Top...

4/30/2024

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Creighton Blackwell, Chief Community & Public Affairs Officer at Coastal Credit Union, stopped by the Studio Lounge to share highlights from his CU FinHealth session on "Commit, Assess/Learn, Plan, and Act."

Creighton talked about how financial well-being for all starts at the top of the organization. He shared how to effectively convince the CEO/CFO/Board of the return on investment and business case for financial well-being for all with a focus on the metrics and not just the philosophy side. Creighton also touched on what roadblocks you could encounter when you take all ideas shared at this conference back to your credit union and how you can overcome them.

Check it out and let us know your thoughts. And be sure to check out more Studio Lounge interviews from CU FinHealth24, as well as the sponsors who supported our conference coverage:
PSCU/Co-op Solutions

FinHealth24: How CU FinHealth is Helping Kick Off WestStar's Financial Literacy Program...

4/30/2024

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Megan Pieper, Vice President Marketing & eCommerce at WestStar Credit Union, joined us in the Studio Lounge to talk about CU FinHealth will help her develop a formal, written financial literacy program for WestStar this year. Megan shared that the content and networking will enable her plan and execute the credit union's financial literacy program, which is the number one strategic goal for her marketing department this year.

A very practical conversation with Megan that clearly shows how this conference's content will help her complete and commence this project for WestStar in 2024. Then we had a little fun at the end of the discussion talking about her cats' very unique names.

Check it out and let us know your thoughts. And be sure to check out more Studio Lounge interviews from CU FinHealth24, as well as the sponsors who supported our conference coverage:
PSCU/Co-op Solutions

<<Previous

FinHealth24: Meritrust FCU's Evan Wilson Talks Financial Wellness for Employees...

FinHealth24: RMJ Foundation's Lozano Updates Organizations' Programs -- Bite of Reality, Financial Counselor Academy...

FinHealth24: How Leagues and State Foundations Can Champion Financial Well-being for All...

FinHealth24: Coastal's Creighton Blackwell Talks How Financial Well-being Starts at the Top...

FinHealth24: How CU FinHealth is Helping Kick Off WestStar's Financial Literacy Program...

Mike Lawson, Host

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