Typical credit union industry conversations tend to focus on the power of financial coaching to transform the lives of CU members, but financial coaching can be the catalyst for transformation on a much broader scale.

In this provocative, interactive session, our experts will examine the power structures that shape the credit union landscape and explore the ways in which financial coaching breaks down barriers. Attendees will be encouraged to reflect on their interwoven roles as service providers, employers, and community members in an effort to understand how financial coaching deepens our ability to connect and understand one another, leading to improved member engagement, better design.

In support of these ideas, we'll share anecdotes and data gathered from our many years of experience working as providers of financial coaching services to a wide variety of institutional partners through our programs Pathways and TrustPlus. 

Key Takeaways:

• Why transforming the credit union movement requires a shift in orientation on both the institutional and personal level. 
• How financial coaching benefits credit union employees, breaking down barriers between providers and members, better alignment with CU staff and member needs. 
• How that alignment leads to improved member engagement with CU products/services, while improving financial health of the entire ecosystem.