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Departments Categories: Education

Education /  • March 25, 2018
Kids and their cash
Credit unions have devised inventive ways to connect with Generation Z.

Financial habits start young, so financial outreach to the grade-school crowd should be a key mandate of every credit union. These case studies showcase three credit unions — from small to large — and their distinctive approaches to conn...

Education /  • October 4, 2017
Perpetual Student
Ask learning experts how busy professionals can maximize learning throughout their careers and they may tell you to “go Spanish.”

Spanish cuisine is famous for small plates of food called tapas, which began when innkeepers used the snacks to tempt and fortify travellers in the middle of long journeys. Today, employees in the midst of long careers are being offered sim...

Education / Finance /  • May 1, 2017
Get Your Freak On
PenFinancial Credit Union members Adam Vassallo and Vincent Atallah instruct students in Ontario about financial literacy in their Don't Freak Out! program.

At 20 years of age, Adam Vassallo and Vincent Atallah, members of Ontario’s PenFinancial Credit Union (21,000 members, $545 million in assets) are more money-savvy than most young adults. As the co-founders of Don’t Freak Out!, they are helping h...

Education / Finance /  • September 7, 2016
The mind field
An American think tank is revolutionizing the credit union industry

Think. Do. Change. The slogan for Madison, Wisconsin's Filene Research Institute is an appropriate one. A think tank and non-profit rolled into one, Filene's 28 employees, contractors, and interns have come together for one singular mission - to m...

Education / Marketing /  • Nov 2014
Seminal seminars
Educational sessions not only help members and potentials, they're good for marketing, too

People walk into a credit union to open accounts for many reasons, so it’s often hard to track what prompts them. Here's one member's motivation.