CU FinHealth Conference 2024 | National Credit Union Foundation | 29 April 2024 | Gaylord Rockies Resort & Convention Center, 6700 N Gaylord Rockies Blvd, Aurora, CO 80019, United States

Join us to explore credit unions’ role in improving people’s financial well-being. Now in its seventh year, brings industry leaders together to examine how credit unions are measuring financial health, working to strengthen it, and documenting and sharing the results. Attendees will discuss multi-sector solutions to address the drivers of financial well-being, explore strategies for engaging new partners, understand how to leverage technology to track and improve financial health, and share best practices.

Secure long-term growth and relevance for your community by understanding the needs and financial behaviors of your employees and your members and acting to meet those needs.

Top-level learnings include:
• Commit to financial well-being for all: Develop a project plan to help your credit union fully commit to financial well-being for all as a strategic objective.
• Assess your current landscape: Exploring different ways to get a baseline of how financially healthy your employees and members actually are.
• Plan: Develop a project plan to put your assessment into action across your credit union.
• Act: Hear from your peers and share ideas on how to act upon your commitment, assessment, and plan to produce measurable impact and results.
• Conference Format: In person experiential learning with keynotes, panels, discussions, and workshops with all participants.

Who Should Attend:
Our audience is a diverse cross-section of credit union leaders—including CEOs, board members, VPs/AVPs/Managers of Lending, Operations, and Community Engagement as well as Financial Educators—who work to make consumer financial health and well-being a strategic priority for their credit union.

2024 Speakers

Adrian Alejandre
SVP, Lending, Education CU

Andy Bandyopadhyay
PhD, Founder & CEO, Attune Insights, Inc.

Balaji Ponnuswamy
SVP, Financial Health Products & Programs, BECU

Bjorn Larson
Executive Director, Life. Money. You., LLC

Brenton Peck
Director, Financial Health Network

Catie Mcdonald
Senior Advisor, FarWell

Christine Hickey
Financial Health Program Manager, National Credit Union Foundation

Chris Wolgamott
Director of Financial Well-Being | Member Experience, Meriwest CU

Cooper Larson
CCUFC, CFEI, Community Financial Education Coordinator, Royal CU

Courtney Moran
Executive Director, Cornerstone Credit Union Foundation

Creighton Blackwell
CIE, Chief Community & Public Affairs Officer, Coastal Credit Union

Dennis Paul
Vice President, Government Affairs and Strategic Relationships, Elevations Credit Union

Erica Taylor
SVP, Community Impact and Public Relations, Golden 1 CU

Erin Coleman
AVP, Professional Services, Callahan & Associates

Gigi Hyland
Executive Director, National Credit Union Foundation

Helen Mickel
President/CEO, Tongass Federal Credit Union

Jenna Mcfarlane
Vice President, Marketing, Bellco Credit Union

Jessica Sharon
VP of Impact and Advocacy, Pelican State CU

Jill Edsall
CUDE, Director of Learning & Talent Development, Chartway Credit Union

Kristen Norgaard
Financial Education Manager, Royal CU

Larry Palochik
Executive Vice President, California & Nevada Credit Union Leagues

Mark Meyer
President & CEO, Filene Research Institute

Martin Carter
President/CEO, Astera Credit Union

Phil Salvatore
Senior Advisor, FarWell

Roman Nazarewycz
Director, Client Engagement, Zest AI

Samira Salem
VP, Diversity, Equity & Inclusion, America's Credit Unions

Seth Brickman
CEO, QCash Financial

Terri Hendrix
CCUE, CUDE, ICUDE, VP, Engagement, Carolina Foothills FCU

Victor Corro
CEO, Coopera Consulting

Wendy Krnavek
Marketing Mission Manager & Business Development Manager, Credit Human, a Federal Credit Union

Zach Christensen
Co-Founder, CU Pride

2024 Sponsors

PRESENTING SPONSORS:
• Visa
• Attune

FOCUS SPONSORS:
• Community Impact Fund, PSCU,COOP
• Igrad. Enrich
• Zogo

EDUCATIONAL SPONSORS:
• Credit Mountain
• GreenPath Financial Wellness
• KOFE
• Cashy

CONTRIBUTING SPONSORS:
• Balance Financial Fitness Program
• Broke to Blessed
• Farwell. Go Far. Do Well
• Integra
• Life Cents
• Salus
• Trustage
• Updated Zest