Development Issues Workshop & Special Tarheel Chapter Dinner

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Sponsoring Organizations

Sponsorship interest should be directed to Lauren Whaley.


The Carolinas Credit Union Foundation in collaboration with the Credit Union Development Educators (CUDEs) in the Carolinas sponsoring credit unions & organizations are hosting a learning workshop on September 12-13 in Raleigh, NC focused on development issues. The National Credit Union Foundation has identified 12 Development Issues that are interconnected and act as barriers to the well-being and prosperity of members and communities served by credit unions. Once we understand these issues and their impact to our members’ lives, we can begin to solve for them.

The Foundation is excited to offer this workshop to any credit union employee or industry partner committed to increasing the impact of social responsibility efforts and financial well-being initiatives. A special discount is offered to CUDEs in North Carolina and South Carolina. The Foundation envisions the Development Issues Workshop to be an annual event that connects DEs and others who are passionate about credit union social responsibility. The event will shift to South Carolina for the 2023 workshop, and feature industry partners, cooperatives and credit unions that are making an impact in the Palmetto State.

The 2022 workshop will coincide with an evening Tarheel Chapter meeting on September 12 at the Raleigh Marriott Crabtree Valley with guest speaker Mike Reuter, CUDE & Executive Director of the Worldwide Foundation for Credit Unions.


Regular registration: $135 (includes the Tarheel Chapter Meeting)
CUDE registration: $99 (includes the Tarheel Chapter Meeting)
CUs $50 million or less in assets: can submit for reimbursement from the Hamilton Fund
Tarheel Chapter Meeting only: $35

Front of Marriot building

Raleigh Marriott
Crabtree Valley, 4500 Marriott Drive,
Raleigh, NC 27612

(Reduced rate of $169.00 guaranteed through August 22, 2022, and subject to room availability following that date.)


Day 1: Living Our Cooperative Principles

Monday, September 12 Workshop – Coastal Credit Union (Training Room 151a) 1000 St Albans Dr, Raleigh, NC 27609

1:00 – 1:30 pm – Arrival and Networking 

1:30 – 2:00 pm – Welcome & Foundation Updates – Lauren Whaley & Jeff Hardin, Carolinas CU Foundation
Carolinas Credit Union Foundation President/CEO Lauren Whaley and Director of Collaborative Programs Jeff Hardin will provide updates on the Foundation’s programs and impact and the purpose of this inaugural Development Issues Workshop!   

2:00 – 2:30 pm – Be The Movement: The Credit Union Development Education (CUDE) Program 
Tobi Weingart, Director of Programs for the National Credit Union Foundation, will provide updates and information on the U.S. Credit Union Development Education Program (CUDE) and Financial Well-Being for All that support our credit union movement across the nation

2:30 – 3:15 pm – P3 & P5: Transforming Lives Through Financial Education: Silvia Rincon, SVP Member Experience, Latino Community CU. Headquartered in Durham, Latino Community Credit Union provides award winning financial education to its statewide membership. These transformative programs assist immigrant members, many of whom were previously unbanked, in reaching financial goals such as home ownership. Learn what they do and how they do it in this session. 

Short Break 

3:30 – 4:15 pm – P4 & P8: Preserving Access and the Legacy of African American Credit Unions: Randy Chambers, President & Carl Brown, Executive Staff, Partnerships and Outreach, Self-Help CU.
Self-Help Credit Union’s mission is creating and protecting ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities. As part of this mission, Self-Help also helps preserve access to financial services by providing technical assistance to historically African American credit unions. Learn more about their work to support communities of color both through their credit union and their partnership work. 

Extended break/room check-in/transfer to evening reception site 

5:30 – 6:30 pm – Evening Reception in collaboration with the Tarheel Chapter of Credit Unions – Raleigh Marriott Crabtree Valley, 4500 Marriott Drive, Raleigh, NC 27612

6:30 – 7:15 pm – Buffet Dinner

7:15 – 8:30 pm – P6 & P7: The Global Credit Union Movement, Michael Reuter, Executive Director of the Worldwide Foundation for Credit Unions.
See and hear how credit unions are changing members’ lives worldwide through the work and support of the Worldwide Foundation for Credit Unions! Take an engaging global journey with Mike Reuter, Executive Director of the Worldwide Foundation for Credit Unions, the engagement, and fundraising arm of the World Council as he shares the breadth and depth of our global credit union community and its current challenges. Hear member testimonials, an update from Ukraine’s credit unions and the impact building global bridges has on our movement’s sustainability.

Day 2: Our Focus on Development Issues & Cross-Sector Cooperative Solutions

Tuesday, September 13 Workshop (Location: CIVIC FCU – 3600 Wake Forest Rd, Raleigh, NC 27609)

9:00 – 9:45 am – Cooperative Council Presentation – Charlie Farrell, Board Member, CCNC and Emily Nail, Past Executive Director, CCNC 
Founded during the Great Depression, the Cooperative Council of North Carolina is an association of cooperatives that provides education and networking opportunities through the year. Their core programs include Cooperative Leadership Camp for high school students, Cooperative Dynamics training for new cooperators, and the Council’s Annual Conference held each spring. Learn more about the Council and how you can get involved in this fun and interactive session presented by Board Member Charlie Farrell and Past Executive Director Emily Nail (currently serving as VP Cooperative Strategies for Coastal Credit Union and the Executive Director of the Coastal Foundation).

9:45 – 10:30 am – Promoting Financial Wellbeing for All: Renee Rohrer, Community Engagement Operations Manager, Truliant FCU & Lori Timm, Community and Financial Wellbeing Manager, Business & Community Development, Allegacy FCU
Hear from two credit unions on their award-winning approaches to financial wellness for their members and those in the communities they serve. Allegacy has intersected physical and financial health as its strives for wellness of body, mind and wallet. The Truliant Foundation awards grants to public school teachers who incorporate financial wellness into their lesson plans. Learn how these approaches are central to the development issues of health, savings & credit and inclusion.

Short break 

10:45 – 11:30 am – Supporting Greater Access to Housing in North Carolina, Jama Campbell, Executive Director and Scott Southern, Director of Grants Administration, SECU Foundation.
SECU Foundation was formed in 2004 to provide funding for high impact projects in education, healthcare, housing and human services. Since that time the Foundation has supported non-profits working in the areas of workforce, affordable, and supportive housing providing a combination of grant and loan funding. Foundation staff will highlight the work of key grantee partners throughout the state making strides to provide equitable opportunities for housing.

11:30 – 12:15 – Access to Technology & Environment – Increasing Broadband Access: Marshall Cherry, CEO of Roanoke Electric Cooperative.
Lack of access to broadband limits economic activity and creates barriers to access education, health care and other critical services in affected areas. Learn more about the scope of the problem and how Roanoke Electric Cooperative is increasing access to broadband and other services that help members improve their quality of life.

Short break & pick up lunch

12:30 – 1:15 pm – Lunch presentation Allanah Hines, DEI Coordinator, Weaver Street Market.
Weaver Street Market is the largest food cooperative in the South with over 23,000 consumer-owners and 230
worker-owners. In its thirty-four years, Weaver Street’s foundation is in creating community gathering around a robust local food economy. In her role managing the DEI (Diversity, Equity, and Inclusion) initiatives for the cooperative, Allanah shares how Weaver Street Market is utilizing its power and privilege in the local food supply chain to construct a strategic plan that includes intentionally addressing the contributions of systemic racism to food insecurity in our communities.

Come share in the cooperative discussion on how DEI initiatives are applied to the food system and learn how your cooperative can join the efforts to create sustainable community change!

1:15 – 2:00 pm – Optional – Stay for networking with your credit union peers.

Thank you!

The Carolinas Credit Union Foundation would like to thank the following CUDEs for their assistance in developing the workshop agenda: Lesley Vaughan, Michael Doi and Priscilla Awkard, Coastal Credit Union; Emily Nail, Cooperative Council of NC; Janie Bright and Jazmine Kilpatrick, Local Government Federal Credit Union; Jessica Baker, Spero Financial Federal Credit Union; Renee Rohrer, Truliant Federal Credit Union; Erin Doan, Vizo Financial Corportate Credit Union; and Gabrielle Wright.

Workshop & Tarheel Chapter Event Registration