Financial Health Workshop

FInEdWS

Join us for the Michigan Credit Union Foundation's (MCUF) second Financial Health Workshop! Training is ideal for credit union financial counselors, financial educators, or anyone interested in financial health and well-being. Attendees will participate in a poverty simulation, education sessions, program and resource sharing, CEO panel, and optional financial counselor training.

Register Here

The event is free of charge to attendees with funding from MCUF and our event sponsor, TruStage. Contact Andrea Tucker, Michigan Credit Union League, Foundation & Events Specialist, for questions and/or additional information.

Agenda

8:00 - 8:50 AM	Registration & Continental Breakfast
8:50 - 9:00 AM	Welcome and Opening Remarks
9:00 - 11:00 AM	The ALICE Experience United Way of Midland County Living below the ALICE threshold is a reality for many individuals and families in our communities. But unless you’ve experienced it, it’s difficult to truly understand the decisions people are faced with. The ALICE Experience bridges the gap from misconceptioon to understanding. It’s an interactive, immersive experience that sensitizes participants to the realities of living below the ALICE threshold. It helps build awareness, understanding and empathy. Please note that The ALICE Experience simulation may trigger tough feelings for those who have lived experience. We understand if you would like to opt out of this portion of the training.
11:00 - 11:15 AM	Networking Break
11:15 - 11:30 AM	Poverty Walk Demo: Alternative Simulation Example Ashley Fueri, Financial Educator Thornapple Credit Union
11:30 - 12:15 PM	Leading Members to Financial Health: Practical Steps You Can Implement Tomorrow Denise Keiser, Counseling Program Manager BALANCE Join us for practical tips on how credit unions can lead members to financial wellbeing in three steps, including understanding financial challenges, developing a strategy, and implementing ideas across all operational areas. Useful information you can put into practice now!
12:15 - 1:00 PM	Lunch
1:00 – 1:45 PM	Evolving Financial Education: Finding Impact & Metrics that Mater Brad O’Brien, Educatioon & Innovation Director GreenPath Financial Wellness *Sponsored by GreenPath Financial Wellness* GreenPath believes a deep rethink in financial education is the path to finding impact and metrics that mater. As human centered design became more a focal point to the GreenPath culture it became clear that going away from a traditional financial education approach was key, but it had to start with gaining support and making the business case for how and why to do so. Learn the steps to building a new approach and investment into financial education and gain knowledge of the human centered design principles incorporated to make an impact on financial wellbeing.
1:45 - 2:30 PM	CEO Perspective Hear from a panel of Michigan CEOs on their why, strategy and vision, around financial wellbeing as they share their program evolution and plans for the future.
2:30 – 2:45 PM	Networking Break
2:45 – 3:30 PM	Credit Union Financial Wellness Programs: A Look Inside!
3:30 – 4:00 PM	Financial Health Resource Showcase
4:00 – 4:45 PM	Financial Counseling in Practice Nicole Mellor, Director of Partner Experience GreenPath Financial Wellness *Sponsored by GreenPath Financial Wellness* Hone your skills in personal interactions with members! This optional interactive session is for both new and experienced counselors to learn, practice, and network. Hear from experienced GreenPath and credit union counselors, learn the best ways to handle challenging member situations, ask questions and share.