2014 FOCUS Summit  
2014 FOCUS Summit

Foundation FOCUS is a collaborative initiative that allows the Foundation to diversely impact communities. The FOCUS Summit offers opportunities for financial education advocates to network, share best practices, learn about available resources, as well as explore proven techniques and strategies for deploying financial education into local schools and communities.

Who Should Attend

Open to all credit union professionals, community leaders, educators and partners.

Dates & Location

February 6 - 7, 2014
Doubletree Hotel Galleria
4099 Valley View Lane
Dallas, TX 75244
Contact Julie Whitten at 972-419-7607 or email julie.whitten@hilton.com, or call Hilton Central Reservations at 800-222-8733.
Room Rate: $89 special rate with code TFF
Book Your Room Online


Registration Fee

Registration to attend is $250. Fee includes continental breakfast and lunch both days, general sessions, all refreshment breaks and all handout materials.

Register Online

Grant Assistance

The Foundation is offering up to 12 grants of up to $350 each to attend the FOCUS Summit. Please contact Staci Zale at szale@cscuf.coop or 469-385-6443 to receive a grant application.


Thursday, February 6, 2014

  • Continental Breakfast
  • Welcome and Introductions
  • The Disclosures: Musicians with a Mission
    Music from their new youth financial education album, The Secret to Being Rich
    "The Power of Song - Amping up Financial Education"
  • Courtney Moran, I-CUDE, CSCUF Executive Director
    Cornerstone Credit Union Foundation Update
  • Jean Chatzky, Author, Financial Editor for NBC’s Today Show, Author, Personal Finance Journalist, and Radio Host
    Keynote Address
  • Jean Chatzky Book Signing
  • Lunch
  • Lois Kitsch, REAL Solutions National Program Manager, NCUF
    Life Simulation: an innovative simulation designed to help credit union and credit union organization staff – along with civic leaders – understand the difficulties that families living in poverty face.

Friday, February 7, 2014

  • Continental Breakfast
  • Welcome and Re-Cap of First Day
  • Susan Sharkey, Director
    NEFE High School Financial Planning Program (HSFPP)
    Make a Difference in Your Community: 3 Tips for Success
  • Laura Ewing, Executive Director
    Texas Council on Economic Education
    Financial Education Legislation Update
  • Susan Sharkey, NEFE HSFPP
    New NEFE Tools: Engaging Your Community in Financial Education
  • Lunch
  • Panel Discussion
    Superintendent, Principals, and Teachers
    How Do We Enter Schools, Sustain the Relationship, and Stay Relevant
  • “Focusing on Financially Secure Futures”
    Group Work (5 topics)
  • Group Presentations                                                                     
  • Courtney Moran, Cornerstone CU Foundation
    Financial Education Updates; Financial Literacy Month Campaign, BizKid$, FamilyMint, Sammy the Savings Rabbit, Money Mammals, etc.
  • Wrap-Up; Door Prizes and Reporting Awards