FOCUS Summit Schedule at a Glance  
 
FOCUS Summit Schedule at a Glance

FOCUS Summit

Conference Home Fees & Location Agenda

 

 

This schedule is subject to change.

Wednesday, March 27, 2019

9:00 a.m. - 10:00 a.m. Registration
10:00 a.m. - 10:30 a.m. Welcome & Introductions
10:30 a.m. - 11:30 a.m. How Money Feels: Emotional IQ & the Future of Financial Services & Financial Capability
Lee Wetherington, Director of Strategic Insight
ProfitStars®, a Division of Jack Henry & Associates
11:30 a.m. - 12:30 p.m. Practical Money Skills & Financial Football
VISA
12:30 p.m. - 1:30 p.m. Lunch
1:30 p.m. - 2:30 p.m. Achieving Financial Health: What's Health Have to Do with It?
Dr. Roderick King, MD, MPH
CEO, Florida Institute for Health Innovation
2:30 p.m. - 3:30 p.m. The US Economy: Past, Present and Future
Dr. Steve Happel, Emeritus Professor of Economics at Arizona State University W.P. Carey School of Business
3:30 p.m. - 4:00 p.m. Save to Win Program: Prize-Linked Savings
CU Solutions Group
4:30 p.m. - 6:30 p.m. Networking Reception in Expo Hall (drinks and light hors'doeuvres)

Thursday, March 28, 2019

7:30 a.m. - 8:30 a.m. FiCEP (Certified Credit Union Financial Counselors) Breakfast (invitation only)
8:00 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 8:45 a.m. Welcome & Re-Cap of First Day
8:45 a.m. - 10:45 a.m. Experiential Learning Roundtables: A Glimpse into the Various Programs Available to Credit Unions
10:45 a.m. - 11:45 a.m. Making the Business Case for Financial Health: From Financial Services to Financial Health
Center for Financial Services Innovation
11:45 a.m. - 12:45 p.m. Lunch
12:45 p.m. - 1:45 p.m. How Your Credit Union Can Lead Members to Financial Health: Practical Steps that You Can Implement Tomorrow
Cynthia Campbell, M.B.A., M.Ed., CUDE, Dir. of Financial Empowerment
BALANCE
1:45 p.m. - 2:15 p.m. From Practical Steps to Real-Life Member Interaction Scenarios
Cynthia Campbell
Courtney Moran, Executive Director, Cornerstone CU Foundation
2:00 p.m. - 3:00 p.m. Closing Speaker
Gigi Hyland, Executive Director
National Credit Union Foundation
3:00 p.m. - 3:30 p.m. Wrap-Up