CUNA News
  • LOG IN
  • Create Account
  • Sign Out
  • My Account
  • LOG IN
  • Create Account
  • Sign Out
  • My Account
  • Credit Union Magazine
    • Buyers' Guide
    • Digital Edition
    • Credit Union Hero
    • Credit Union Rock Star
    • Subscribe
    • Advertise
    • Contact
  • Advertise
  • Topics
    • Community Service
    • Compliance
    • Credit Union Hero
    • Credit Union Rock Star
    • Credit Union System
    • Directors
    • Human Resources
    • Leadership
    • Lending
    • Marketing
    • Operations
    • Policy & Issues
    • Sales & Service
    • Technology
  • Awards
    • Nominate Credit Union Hero
    • Nominate Credit Union Rock Star
  • Podcasts
  • Videos
  • Jobs
  • Contact

News

Home » PODCAST: Improving members’ financial well-being
Community Service Podcast

PODCAST: Improving members’ financial well-being

Financial literacy, low-rate loans keep members on the right fiscal path.

May 28, 2020
Bill Merrick
One Comment
Linda Voit discusses Summit Credit Union's financial education efforts with CUNA's Bill Merrick
Linda Voit discusses Summit Credit Union's financial education efforts with CUNA's Bill Merrick.

Shortly before the coronavirus pandemic took center stage, thousands of credit union leaders gathered at the 2020 CUNA Governmental Affairs Conference in Washington, D.C.

Much of the discussion during the event centered on how credit unions make an impact on members’ lives and improve their financial well-being.

This episode, recorded during the 2020 CUNA Governmental Affairs Conference, features how three credit union leaders go above and beyond to improve members’ financial well-being:

• Linda Voit, assistant vice president, internal communications, for Summit Credit Union, Madison, Wis. She discusses Summit's award-winning financial education programs, including Project Money.

• Luis Peralta, chief strategy officer for Kinecta Federal Credit Union, Manhattan Beach, Calif. He outlines the credit union's small-dollar consolidation loans.

• Dale Livingston, senior vice president of lending for Kohler (Wis.) Credit Union, who details the credit union's efforts to serve the underserved.

Financial education resources:

  • CUNA Financial Counseling Certification Program
  • GreenPath Financial Wellness

You can listen and subscribe to the CUNA News Podcast in Apple’s iTunes Store, Spotify, Google Play, and Stitcher Radio.

In this episode

1:23: Summit Credit Union's award-winning financial education

6:15: Serving the underserved

7:50: Small-dollar consolidation loans

KEYWORDS CUNA GAC financial well-being podcast

Post a comment to this article

Report Abusive Comment

Credit Union Magazine: Rock Stars 2023

Rock Stars 2023

Credit Union Rock Stars are outstanding credit union professionals and directors from a wide range of disciplines who inspire and innovate to advance the missions of their credit unions. The 25 members of the 11th class of Rock Stars were selected for their exceptional creativity, innovation, and passion.
Digital Edition •  Subscribe

Trending

  • Meet the 2023 Credit Union Rock Stars

  • Senate Banking Committee passes cannabis banking bill

  • Senate committee to mark up SAFER Banking Act this week

Polls

Do you plan to use the FedNow instant payment service?

View Results
More

Champion for the Credit Union Movement

Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.

More CUNA

  • Membership
  • Contact Us
  • Careers

Resources for

  • Credit Union Advocates
  • Leagues
  • Press
  • Providers

Our Affiliates

  • American Association of Credit Union Leagues (AACUL)
  • Credit Union Awareness
  • Credit Union House
  • CUNA Strategic Services
  • National Credit Union Foundation
GET CUNA UPDATES
© 2023 Credit Union National Association | ADA Compliance Notice & Legal
Email Us