Virtual Classroom: Shaping Your Credit Union’s Success: The Why and How of Financial Inclusion

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Members-Only Event

Tuesday, April 27, 2022
Presenter: Alison Carr, MBA, PHR, CUDE, ICUDE, Chief Strategy Officer, Your Credit Union Partner

As credit unions we pride ourselves on being leaders in financial inclusion. Financial inclusion is in our roots as financial cooperatives and as such carries the potential to help deliver on the mission and values of the credit union, while also enhancing performance. To do that, we need to start with defining our own personal and organizational why. We also need to address the WHY of our business model – are we truly walking the talk in embracing financial inclusion and thus actively engaging and promoting diversity, equity and inclusion in our organizations. We know today, that changing demographics and other socio-economic trends are shaping who credit union members and employees will be into the future. Are we prepared?

Key Takeaways:

  1. Gain clarity on understanding and defining your Why and how this affects your credit union at all levels.
  2. Why Financial Inclusion matters and how it can strengthen the competitive advantage and relevance of your credit union 
  3. Strategies to put the principles of Financial Inclusion into action in your credit union and the communities you serve.

Presented by:

Additional Content
Alison Carr, MBA, PHR, CUDE, ICUDE
Chief Strategy Officer
Your Credit Union Partner

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