CCUL Headlines: Professional Development

More than 35 professionals attend League’s first-ever Financial Education Summit

Thursday, May 8, 2014   (0 Comments)
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The Carolinas Credit Union League was pleased to have more than thirty-five credit union professionals in attendance for its first-ever Financial Education Summit held May 5-6 at the Charlotte branch of the Federal Reserve Bank of Richmond. During the two-day event, participants learned about a wide variety of financial education programs and initiatives.

“The idea for this conference came from the NC Financial Education Committee and we could not be more pleased with the terrific turnout of credit unions, and participation from community and national partners in financial literacy initiatives,” shared Lauren Whaley, CCUL VP of Governmental Affairs and liaison to the Financial Education Committee.

The summit included financial education programs from a variety of sources, including the National Credit Union Administration, the National Endowment for Financial Education, the National Youth Involvement Board and the National Credit Union Foundation. Attendees also heard from regional community partners including the Jump$tart Coalition and Junior Achievement. Other segments spotlighted the efforts of individual credit unions in North Carolina and South Carolina, including a panel discussion on student-run branches. Representatives from Carolina Collegiate FCU, Allegacy FCU, Charlotte Metro FCU and SAFE FCU discussed the impact and benefits of in-school branches, and outlined the key steps their credit union used to get a branch up-and-running in a local school.

Felica Pope highlights ArrowPointe FCU's fin ed program for a local school with a focus on reaching parents struggling in today's economy.

Three other credit union presenters shared innovative financial education programs at their credit unions, including Coastal FCU Manager of Community Engagement Priscilla Awkard and ArrowPointe FCU VP of Marketing and Business Development Felicia Pope. In her presentation, Pope detailed ArrowPointe’s financial education program in one local school that was specifically designed to reach parents struggling in a harsh local economy.

Betty Ann Falkner, the education program manager for the Center for Smart Financial Choices, shared the history and mission of the organization, which was created by Allegacy FCU. Falkner also had a little fun with the group by introducing the “Money Habitudes” financial education card game.

“The summit covered all the bases, from youth programs to retirement and senior financial issues,” said Whaley. “We were thrilled to be able to share so many of the great programs available for credit unions to implement in their communities.”

As part of the Carolinas Credit Union League, the Financial Education Committee will be expanding to include members from South Carolina. If you are interested in joining CCUL’s Financial Education Committee, please contact Lauren Whaley at

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