CREDIT UNION LEADERS CONVENE TO SHAPE THE FUTURE OF FINANCIAL WELL-BEING

Lauren Culp

​Credit union CEOs and senior executives from across the country came together this week at the National Credit Union Foundation’s inaugural Financial Well-Being Exchange (FWBX). The FWBX is a curated executive convening structured around the exchange of ideas, vision, and future-focused insights from senior leaders shaping what’s next for financial well-being delivery.
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This exclusive gathering has been created to help shape the future of financial well-being with credit unions nationwide. Representing 28 states with a combined $210+ billion in assets, the industry leaders attending bring diverse perspectives, experiences, and vision on how credit unions can deepen their impact on members and communities.

“Credit unions across the country do extraordinary work to improve member financial well-being and drive impact,” said Lauren Culp, executive director of the National Credit Union Foundation. “And, what we know to be true is that credit unions are committed to always raising the bar and going further for their members. This week, we’re exploring all those ways we can go further together for the people and communities who need us.”

The event approaches financial well-being through an enterprise lens, acknowledging that everything a credit union does—from its mission and strategy, to products and policies, to technology and culture—culminates in members who can achieve greater financial well-being.

High-level themes and outputs from this event, which contains roundtable and advisory board components, will be published and used to inform the Foundation’s future pipeline of financial well-being work for credit unions nationwide.
“The opportunity in front of us at the Exchange is much bigger than just the people in this room,” Culp said. “It has the potential to reshape financial well-being delivery for the entire financial services sector.”

The Financial Well-Being Exchange is taking place Sept. 1–3, 2026 at the St. Regis Deer Valley in Park City, Utah. The Foundation thanks FWBX Signature Sponsor LEVEL5, and Impact Sponsors Nuuvia, and Zealyst for helping make this event possible. Senior credit union leaders interested in attending a future FWBX event can reach out to the Foundation at [email protected] to be added to the interest list.

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