As trusted financial institutions in immigrant communities, Juntos Avanzamos credit unions must be prepared to respond to shifting federal policies that may impact the people they serve. A proposed policy shift presents potential challenges that could undermine member trust, discourage tax compliance, and expose credit unions to operational and reputational risk.

This workshop will empower credit unions with the tools and knowledge to:

• Educate and support immigrant members with confidence and clarity

• Mitigate institutional risk and protect sensitive data

• Build internal capacity to better serve immigrant communities in the long term

Participants will explore how to remove internal barriers, create a safe and welcoming environment, and establish durable relationships rooted in trust and inclusion. Through practical scenarios, policy analysis, and peer sharing, credit unions will leave better prepared to protect their members and themselves in uncertain times.