2019 FOCUS Summit  
2019 FOCUS Summit

FOCUS Summit

Conference Home Fees & Location Agenda  



March 27-28, 2019
Dallas, Texas

Financial Capability

fi·nan·cial | ca·pa·bil·i·ty

Definition of financial capability
: the capacity, based on knowledge, skills and access to products and services, to manage financial resources effectively.

Financial Capability is a critical step on the road to financial well-being. Financial Capability is much more than financial education; it is ultimately when a person possesses not just the knowledge, but also the practical skills to use that knowledge, and the access to resources that we all need to manage our finances effectively.   

Every time a member makes a financial decision it’s practice for the next one, and the one after that. Financial Capability isn’t just about the knowledge acquisition; it’s about having the opportunities to practice financial decision-making so that down the road, decisions are made with less stress and more confidence, thus leading to overall financial well-being and health!

At this insightful two-day event, attendees will be given all the tools to solve this Financial Capability Equation: Knowledge + Skills + Access, as well as the following:

  • How your Credit Union Can Lead Members to Financial Health: Practical Steps that You Can Implement Tomorrow
  • A glimpse into the many Experiential Learning opportunities available to credit unions
  • The link between Health and Financial Well-Being

Who Should Attend

Open to all credit union professionals


If you have questions regarding the summit, contact Courtney Moran at 469-385-6448 or email cmoran@cscuf.coop.

Thank You to Our 2019 Sponsors!

FOCUS Sponsors


Education Sponsors


Contributing Sponsors

Beacon FCU
FivePoint CU
Credit Union Resources, Inc.

Money Mammals