CUNA, Coopera release new toolkit for outreach to Spanish-speaking members

February 26, 2015

MADISON, Wis. (2/27/15)--CUNA and Coopera have announced the latest addition to their partnership product suite, the Spanish Language Seminar in a Box for Members series--Organice sus Archivos Financieros. The seminar, whose title translates to Organize Your Financial Records, was created to help credit unions better serve their Hispanic members.

CUNA and Coopera formed a strategic partnership in 2009 in order to help credit unions grow by reaching the Hispanic market.

"Member financial education is a core credit union differentiator," said Michelle Dosher, CUNA market research and consumer education managing editor. "Planning these events can be difficult and time consuming for credit union employees, especially when there is a language barrier. Our reusable Spanish language Seminars in a Box allow credit unions to reduce planning time and ensure their members have an opportunity to learn in their preferred language."

The Organice sus Archivos Financieros seminar kit includes a PowerPoint presentation with speaker notes, member worksheets, evaluation forms, a sample newsletter article, a sample press release, an informational video clip, and full-color promotional poster and flyer graphics, in addition to various supporting materials in English. The seminar will answer various financial record-keeping questions including:

  • What documents should I keep?
  • How long should I store my records?
  • Why was my previous record-keeping method ineffective? and
  • What is the best way to get organized?

"Hispanics are the largest, fastest-growing, youngest and most underserved groups in the United States," said Miriam De Dios, Coopera CEO. "Credit unions investing resources in their local Hispanic communities and offering targeted financial education are able to reach this growing market while making a difference in their members' lives."

CUNA and Coopera currently offer two other Spanish language Seminars in a Box: Acceso a Dinero a Traves de Credito (Access to Money with Credit) and Pasos Basicos Para el Control de su Dinero (Basic Steps to Managing Your Money). With the newest launch, CUNA is introducing new bundled pricing: $300 for one seminar, $520 for two seminars and $690 for all three seminars.