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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
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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 credit union CUNA GAC financial well-being Podcast

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