Webinar: Strategic Giving, a Natural Fit for Credit Unions

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Tuesday, December 1, 2020
Andy Roquet, Executive Benefits Specialists, CUNA Mutual Group

This session will overview the importance of charitable giving with context to the important role businesses and organizations have the opportunity to take on in supporting communities, the history of credit union community involvement, and ways credit unions can impact communities through strategic community giving. This aligns with "Giving Tuesday", a national event held annually on the first Tuesday following Thanksgiving. 

Giving Tuesday, often stylized as #GivingTuesday for the purposes of hashtag activism, refers to the Tuesday after Thanksgiving in the United States. It is a movement to create an international day of charitable giving at the beginning of the Christmas and holiday season. 

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Key Takeaways:

Credit unions can strengthen communities, attract and retain members, staff and leaders, and strengthen their bottom line-all at the same time, through strategic charitable donation programs. 

Who Should Attend:

Credit Union C-Suite and upcoming leaders. 

About the Presenter:

Andy Roquet headshot
Andy Roquet
Executive Benefits Specialists
CUNA Mutual Group

Andy Roquet is an Executive Benefits Specialists at CUNA Mutual Group for the past 10 years. Prior, he held a number of leadership positions at CUNA Mutual over his 32-year career. He has spoken at credit union conferences and webinars as well as published articles on executive benefits, total benefits prefunding, and charitable donation accounts. Andy is FINRA securities registered and insurance licensed.

Additional Content

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