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Join us to explore credit unions’ role in improving financial health.

Now in its 5th year, CU FinHealth examines how credit unions are measuring their members’ financial health, working to improve it and documenting the results. The conference also explores the connections between financial health, physical health, technology and advocacy.

We will discuss multi-sector solutions to address the drivers of financial health, learn from each other’s financial health efforts, explore strategies for engaging new partners, and leverage technology to further advance financial health for credit union members, employees and our communities. CU FinHealth 20 is co-hosted by the National Credit Union Foundation, the Cornerstone Credit Union Foundation and the California & Nevada Credit Union Leagues. 

Conference Objectives:
By the end of this conference, participants will: 

  • Understand how credit unions are measuring, operationalizing and documenting consumer financial health.
  • Understand the drivers of financial health including how health, wealth, and place are inextricably linked.
  • Be armed with at least three (3) ideas that they can take home and implement in their credit union to bring strategic focus to improving their members’ financial health.

Conference Format:
Hybrid: presentations, discussion and workshopping with all participants

Target Audience:
Our audience is a diverse cross-section of credit union leaders (CEOs, CFOs, Lending, Operations and Community Engagement professionals) who work to make consumer financial health a strategic priority for their credit union.

Assign development issues/social determinants of health (SDOH) and group tables accordingly.




  • When

  • Wednesday, April 29, 2020 - Friday, May 1, 2020
    7:00 AM - 3:00 PM
    Central Time

  • Where

  • Hyatt Regency Hill Country Resort
    9800 Hyatt Resort Drive
    San Antonio, TX 78251



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Interested in attending? Become a Sponsor!  For information, contact Courtney Moran at 469-385-6448 or


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