Financial Education Summit
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5/5/2014 to 5/6/2014
When: May 5-6, 2014
From 1:00 PM May 5 to 4:30 PM May 6
Where: Federal Reserve Bank of Richmond - Charlotte Branch
530 East Trade Street
Charlotte, North Carolina  28202
United States
Contact: Lauren Whaley

Online registration is closed.
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This professional development event will bring together financial educators and other credit union professionals who want the latest on available opportunities and resources that support efficient development and management of credit union financial literacy programs for all age groups.


On-site check in/registration opens at 12:15 pm on Monday, May 5, with welcome and introductions beginning at 1:00 pm. The full agenda is as follows, with some details to be confirmed.

     Monday, May 5
12:15 pm    Registration Opens
1:00   Welcome and Introductions
1:15- 1:45   NCUA - Financial Literacy: Putting Your Mission into Action
Ken Worthey, Financial Literacy and Outreach Analyst
     NCUA Office of Consumer Protection
2:00 - 3:15  

NEFE Resources
Susan Sharkey, Director, High School Program, National Endowment for Financial Education

Credit Union Community Engagement: Hear About Innovative Financial Education Programs

Expanding the Roots of Helping Members Throughout Their Financial Lives
Betty Ann Falkner, Education Program Manager
     The Center for Smarter Financial Choices, a non-profit formed by Allegacy FCU

Priscilla Awkard, Manager of Community Engagement, Coastal FCU
Felcia Pope, Vice President, Marketing and Business Development, ArrowPointe FCU

3:15 - 3:30   Break
3:30 - 5:00   The Reality of Money Program
Jeff Hardin, Director of Cooperative Initiatives, Carolinas Credit Union League
    Tuesday, May 6
    Breakfast at Hotel
8:30 am   Registration Opens
9:00 - 11:00   Student-Run Branch Panel Discussion
Carolina Collegiate FCU (USC Branch)
Allegacy FCU (High School Branches)
Charlotte Metro FCU (High School & UNC-Charlotte Branches)
11:00 - 11:15   Break
11:15 am -
12:30 pm 
  Partnering with Non-Profits in Your Community
Sandy Wheat, Executive Director, NC Council on Economic Education and President of the Jump$tart Coalition of North Carolina
Ann Elliott, Executive Director of Junior Achievement of Central Carolinas
12:30 - 1:30   Networking Lunch
1:30 - 2:00

Danielle Brown, Director of Development & Donor Relations, National CU Foundation

2:00 - 2:45   National Youth Involvement Board: Reporting Your CU’s Financial Literacy Initiatives
Kelly Cheatham, Member Education Specialist, SECU and NC Delegate for NYIB
2:45 - 3:00   Break
3:00 - 3:45   National Credit Union Foundation's REAL Solutions Retirement Fair
Mark Lynch, NCUF REAL Solutions Field Coach
3:45 - 4:30   Senior Education: Protecting Your Elder Members from Financial Exploitation
Presenter TBD






























Accommodations and Cost:

Accommodations at Hyatt House Charlotte Center City are available at a discounted rate of $169.00 under "Carolinas Credit Union League." Call 704-373-9700 by April 23, 2014 for the event rate.

Contact Us


323 W. Jones Street
Suite 200
Raleigh, NC 27603

800-822-8859 Phone
800-525-7087 Fax


7440 Broad River Road
Irmo, SC 29063

PO Box 1787
Columbia, SC 29202

800-822-8859 Phone
803-732-4268 Fax