Members-Only Event
Thursday, March 19, 2026
Presenter: Claire Suellentrop, Head of Go-to-Market, Attune
Many credit unions have identified financial health as a strategic priority, but the journey from boardroom vision to frontline reality can feel overwhelming. This session is designed for credit union leaders who have committed to financial health in their strategic plans and are ready to tackle the "how" of implementation.
In 60 minutes, you'll learn practical frameworks for embedding financial health into your operations: how to measure member outcomes, assess your current offerings, train frontline staff, and track business impact. Through real credit union examples and hands-on exercises, you'll leave with concrete next steps.
Key Takeaways:
- Apply practical frameworks to integrate financial health into credit union operations.
- Identify clear, actionable next steps to implement and measure financial health initiatives.
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