Development Issues Workshop – Carolinas Credit Union Foundation

Development Issues Workshop & Special Tarheel Chapter Dinner

Day 1

Tarheel Chapter

Day 2

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

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.)

Agenda

Day 1: Living Our Cooperative Principles

Monday, October 2nd

2:00 – 2:30 – Arrival and Networking at the WOW Club

2:30 – 3:00pm – Welcome
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 welcome attendees to the Development Issues Workshop.

3:00 – 4:30 – Retirement Experience
The Carolinas Credit Union Foundation and the Cornerstone Credit Union Foundation are collaborating to bring the Retirement Experience experiential learning program to the Carolinas. Designed in partnership with BALANCE and the Cornerstone Foundation, the Retirement Experience can be custom branded for individual credit unions wishing to take this back to their communities. The Carolinas Foundation will be offering the use of its branded kit to small CUs under $100M in assets.

About the Retirement Experience:

Join Courtney Moran, Executive Director of the Cornerstone Credit Union Foundation as she takes you on a journey to help you think about what kind of retirement you want to have and start building the blocks to get there. The Retirement Experience will help you prepare and feel more comfortable about planning for your retirement. Using common scenarios for those in different stages of life (20’s, 30’s, 40’s, 50’s, 60’s), you’ll explore the financial situation of a fictional (but very real) person or couple, dive into an empathy map on that scenario, and as a group, find ways to help your “person” get to a more comfortable retirement. Then, you can apply what you have discovered to your own situation.

5:00 – 8:00 – Sponsored outdoor reception in the Crowne Plaza courtyard followed by a plated dinner

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

Tuesday, October 3rd

9:00 – Noon – Morning service project with a local non-profit (Location TBD)

Lunch on your own

1:00 – 1:30pm – Arrival and Networking at the WOW Club

1:30 – 2:15 – Health: “The Connection Between Financial Well-being and Health”
Evidence shows that increased financial security is linked to improved health outcomes and improved quality of life. As credit unions, we are uniquely positioned to lean into our “people helping people” principle to support members experiencing healthcare related financial challenges. In our session, Tobi Weingart, CUDE, CUHRCP, Program Director for the National Credit Union Foundation will discuss the current landscape of healthcare affordability, explore examples of credit unions solving for the development issue of health, and dive into how the superpower of empathy can be leveraged to support financial well-being for all.

2:15 – 2:45 – Inclusion: “Empathy Takes Life Lessons”
Hear from Mike Hudson, the Founder and Lead Director of Rediscovering Outdoor Activities and Recreation, better known as “ROAR”. Mike was injured in a diving accident in June of 1995 and is technically a C6-C7 quadriplegic. However, his time as a Marine and Law Enforcement Officer laid the groundwork for his desire to never accept limitations placed on him by others. Mike is the embodiment of the Marine motto, “improvise, adapt, and overcome” with a passion for advocating for inclusion.

Short break

3:00 – 4:30 – Education: “Making an Impact with Interchange”
As cooperative financial institutions, credit unions act in the best interests of their members and communities, including the pursuit of education. Hear from two credit unions on their unique approaches in diverting interchange income for the benefit of advancing our education system.
The SRP High School Affinity Debit Card program was designed to provide local high schools with an additional non-discretionary fundraising tool. Since the program’s inception in August 2018, SRP has donated more than $1.4M to high schools in their field of membership. Hear from three SRP employees (Yvonne Meeks, Community Development Representative, Josh Rhoden, Marketing Manager, and Andy Starcher, AVP Deposit Operations) on how to kickstart the program, maintain it and manage its success.
Interchange Income is just one of several sources of funding for the Georgia United Foundation’s award-winning School Crashers program. Hear from Kim Wall, Director of Community Development for Georgia United Credit Union & the Georgia United Foundation on working with underserved schools, donors, vendors, and volunteers across the state to improve the learning environment for students and faculty. Be prepared for a crash course on social responsibility and cooperative collaboration as GUCF shares how this program has positively transformed 70 schools and provided over $2 million in campus and classroom improvements over the last 10 years.

5:00 – 6:00 – Sponsored Networking Reception at Jackson’s Bluff rooftop bar at the Crowne Plaza

Dinner on your own

Day 3:

Wednesday, October 4th

8:00 – 8:30am – Arrival and Networking with coffee

8:30 – 9:15am – Education & Technology: “There’s Power in Community”
Porter Gable, Vice President of Communications and Outreach for York Electric Cooperative, Inc., will review how electric cooperatives impact their local communities. From supporting the most vulnerable members they serve, to setting up students for future success and investing in broadband, electric cooperatives exemplify how community is a practice and not an ideal. Porter will highlight ways she and her team have engaged with the local community, as well as their strategy to sustain this partnership going forward. She will also discuss the power of perception and the unique opportunity we have as cooperatives to provide genuine support and connection from our local employees

9:15 – 10:15 am – Housing: “From Policy Changes to Meeting Market Demands”
Hear from Stephanie Watkins-Cruz, Director of Housing Policy from the NC Housing Coalition on housing history and policy in our country and the need for more affordable housing. Following Stephanie, City Administrator of North Augusta, Retired Colonel Jim Clifford will share more on the challenges in aligning housing demands with developer trends.

10:30 – 11:45 – Savings and Credit: “Serving the Underserved”

Credit unions serve as the change agents in their communities, thinking outside the box and continuing to innovate through collaboration and product development. Hear from three Community Development Financial Institutions (CDFIs) on their approaches to meet the needs of the underserved in their communities. Speakers LaTasha G. Cooper, Vice President of Lending, SPC Credit Union; Kerri J. Smith, South Carolina President, Self-Help Credit Union; and Scott Weaver, President/CEO, Carolina Foothills FCU, will cover topics including payday lending alternatives, minority business lending, first-time homebuyer programs and community partner collaboration.

Short break & pick up boxed lunch

12:00 – 12:45 pm Hunger: “Poverty has ripple effects”
In our communities, the effects of poverty are seen in health issues, lack of education, few work opportunities, broken families, crime, addiction, abuse…the list goes on. Hear from Suzanne Jackson, Executive Director, Area Churches Together Serving (ACTS) of Aiken County, and Tammy Butler, Executive Director, Community Ministry of North Augusta on food insecurity challenges and how they are fighting poverty and strengthening families through their holistic and compassionate approach.

Short Break

1:00 – 2:30 – Employment: “SECU’s Bridge to Career Program”

The SECU Bridge to Career Program focuses on assisting unemployed and underemployed adults, military veterans, and members of the National Guard with marketable job skills that lead to sustainable wage careers within their communities. Through a partnership developed in 2018, the SECU Bridge to Career Program provides funding for $500 scholarships, to be awarded to up to 30 eligible students for state-recognized or industry-supported credentials at each of the 58 NC Community College campuses. Hear from Faith Belcher, Director of Program Administration at the SECU Foundation and other specials guests from the NC Community College System on the history and successes of the program and how credit unions in the Carolinas can support workforce development.

2:30 – 3:00 – Open discussion and wrap up

Thank you!

The Carolinas Credit Union Foundation would like to thank the following CUDEs for their assistance in developing the workshop agenda: Jazmine Kilpatrick, Civic Local Foundation; Priscilla Awkard and Emily Nail, Coastal Credit Union and Coastal Credit Union Foundation; Jessica Baker, Spero Financial Federal Credit Union; Grace Helms and Josh Rhoden, SRP Federal Credit Union; and Erin Doan, Vizo Financial Corporate Credit Union. We are also especially thankful to SRP Federal Credit Union for hosting this year’s workshop at SRP Park and the WOW Club.