Focus Summit 2019 | Cornerstone Credit Union Foundation | 27 March 2019 | Addison Marriott Quorum by The Galleria, 14901 Dallas Pkwy, Dallas, TX 75254, USA
Venue
Addison Marriott Quorum by The Galleria
Addison Marriott Quorum by The Galleria, 14901 Dallas Pkwy, Dallas, TX 75254, USA
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| Event Date | Wed Mar 27 EDT - Thu Mar 28 EDT (over 5 years ago) |
| Location |
Addison Marriott Quorum by The Galleria
14901 Dallas Pkwy, Dallas, TX 75254, USA |
| Region | Americas |
Details
Financial Capability is a critical step on the road to financial well-being. Financial Capability is much more than financial education; it is ultimately when a person possesses not just the knowledge, but also the practical skills to use that knowledge, and the access to resources that we all need to manage our finances effectively.
Every time a member makes a financial decision it’s practice for the next one, and the one after that. Financial Capability isn’t just about the knowledge acquisition; it’s about having the opportunities to practice financial decision-making so that down the road, decisions are made with less stress and more confidence, thus leading to overall financial well-being and health!
At this insightful two-day event, attendees will be given all the tools to solve this Financial Capability Equation: Knowledge + Skills + Access, as well as the following:
• How your Credit Union Can Lead Members to Financial Health: Practical Steps that You Can Implement Tomorrow
• A glimpse into the many Experiential Learning opportunities available to credit unions
• The link between Health and Financial Well-Being
Who Should Attend?
Open to all credit union professionals
Speakers
2019 Speakers
Lee Wetherington
Director of Strategic Insight, ProfitStars®, a Division of Jack Henry & Associates
Dr. Roderick King, MD, MPH
Chief Executive Officer, Florida Institute for Health Innovation
Dr. Steve Happel
Emeritus Professor of Economics at Arizona State University W.P. Carey School of Business
Cynthia Campbell, M.B.A., M.Ed., CUDE
Director of Financial Empowerment, Balance
Courtney Moran
Executive Director, Cornerstone CU Foundation
Gigi Hyland
Executive Director, National Credit Union Foundation
Sponsors & Partners
2019 Sponsors
FOCUS:
• Visa
EDUCATION:
• The National Credit Union Foundation
• People's Trust
• RBFCU
CONTRIBUTING:
• Bracon FCU
• FivePoint CU
• Credit Union Resources
• OneDigital
• Balance
• Money Mammals