Developing a Financial Wellness Program, Financial Counseling, Financial Health
By Cynthia Campbell, MBA, MEd, Chief Experience Officer
If you are wondering what your members may need right now, I would suggest they need understanding and creative solutions. Recently, I have had conversations with two people who called BALANCE wanting financial counseling. They both had a gap that needed…
Professional Development and Training, The Workplace
By: Cynthia Campbell, MBA, MEd, Chief Experience Officer
Sometimes a little guilt can come with spending a workday enjoying the Oklahoma sun, the beauty of a golf course, and great credit union friends. However, there are important lessons to be learned on the golf course too, here are my “take aways” from this tournament….
Developing a Financial Wellness Program, Financial Counseling, Financial Health
Daisha Badgett, Financial Empowerment Manager
When I think about the CUFinHealth21 Conference, the first thing that comes to mind is… Mind Blown! I am the new Financial Empowerment Manager at BALANCE, and attending this conference early in my tenure was perfect. Last week, my first lesson was to …
Financial Health
By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer
There is a parable used in the healthcare industry that has changed the way I think about serving people. I would like to share this parable, which I heard told by Dr. Rishi Manchanda, the founder of HealthBegins, in a TedTalk called, “What is an Upstreamist in…
Developing a Financial Wellness Program
By: Jen Martin, Director of Partner Relations
If you are considering implementing a financial wellness program for your members and/or staff you may feel overwhelmed at where to start. Luckily, my team and I have on-boarded many credit unions and have learned a lot along the way about what they were looking for, what they hope to…
Financial Health
By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer
When I first heard of the Financial Health model created by the non-profit, Financial Health Network (formerly CFSI), I was thrilled. This framework offers four main pillars of financial health and under each pillar, there are two indicators. It is beautifully simple. They offer…