Financial Well-Being Champion Award

Application Components

Applications must clearly describe how the nominee’s efforts meet some or all of the award criteria. Submissions may include links to photos, videos, or other supporting materials that illustrate the nominee’s work and impact. 

Requirements

Submission may contain links to additional information, such as photos, videos, resources, etc.

Possible Points

Awards will be evaluated and scored, based on each application component.

Financial Health Initiatives

• Describe the nominee’s initiatives to improve the financial well-being of their community and/or members.
• Include the goals of each initiative and how the nominee’s leadership, creativity or passion drove the effort. 

Financial Well-Being Impact

• Explain the measurable results of the nominee’s efforts.
• Share how their work improved financial outcomes for individuals, families, or the community and how it contributed to the credit union’s mission or success. 

Collaboration & Influence

• Highlight how the nominee engaged others – colleagues, community partners, or members – to expand their reach and amplify impact.
• Include examples of mentoring, partnerships, or system-level influence. 

Innovation & Creativity

• Describe any creative ideas, new methods, or innovative tools developed or adapted by the nominee to improve financial wellness. Showcase resourcefulness, problem-solving, and forward thinking.

Measurement & Outcomes

• Provide data, stories, or examples that demonstrate the effectiveness of the nominee’s efforts. Include specific metrics (e.g. number of people served, behavior changes, or measurable improvement in financial health).

Letters of Support

• Provide letters of support that address the author’s first-hand knowledge of the nominee in relation to the award criteria listed above.

Vision & Sustainability

• Describe how the nominee’s efforts have created lasting change or inspired continued innovation. Explain how their work will sustain or grow over time within the credit union or community.