Lindsey Walker is an Executive Assistant at Tampa Bay Federal Credit Union in Florida, USA. This is her Finalist presentation that she gave at the Live Pitch Show as part of the 2020 CUES Emerge competition.

1. Lindsey
Walker
Executive Assistant
Tampa Bay Federal Credit Union
Florida

2. Reducing Linguistic Barriers
The Hispanic Outreach Program

3. 52
Meet Louisa
The LaSantas

4. State and Local Statistics
History of Florida
Florida is home of the 3rd largest Hispanic
Population
200% increase to Tampa Bay Region in the
last two decadesInclusion
for all

5. 54
Mission Statement
Tampa Bay FCU purpose is the betterment of
our community, one member at a time. The
credit union does this by offering services
that provide financial security, and the tools
to make sound financial decisions – Holding
only ourselves as an organization
accountable to our members’ success. Our
mission unites us. Our diversity strengthens
us. Our vision is a road map to ensure we
value and respect everyone we encounter
on our journey. It’s the only way we know –
The Tampa Bay Way!

6. Bancoamigo!
“Bank with Friends”

7. Funding
Item Cost
Loan Document Translation $26,000
Spanish Website 16,452
Spanish Financial Literacy Workshop Workbooks 9,000
Product Brochures 4,500
Project Cost $56,042

8. Financial Opportunity
3.5%
Membership increase annually
for the next 5 Yrs
1%
Hispanic Membership increase
annually next 5 Yrs
$129M
Total Loan Balance
Growth next 5 Yrs
$6.4M
Hispanic Loan Balance Increase
next 5 Years
Membership Growth
0
10,000
20,000
30,000
40,000
2020 2021 2022 2023 2024 2025
12,344
11,554
10,803
10,090
9,412
8,769
38,575
37,270
36,010
34,792
33,616
32,479
Membership Hispanic Membership

9. Project Timeline
Month 8 - 10
Proofing Drafts
Reviewing Website
Mapping Lending
Platform for Docs
Month 1
Create Project Charter
Approval for Project
Assemble Project
Team
Month 14 - 15
Reconcile Expenses
Request
Reimbursement
Lesson Learned / Close
Month 4 - 5
Determine Funding –
Grant or Budget
Develope Project
Timeline
Month 11 - 13
Finalize Final Material
Launch Material and
Docs
Month 2 - 3
Research
Write/Apply Grant
Month 6 - 7
Vendor Collaboration
Transcreation of
Material

10. Risks
01 02
03 04
Failing to meet the
needs of largest growing
demographic in region
Does not support CU
Strategic Initiatives
Delays = No
reimbursement
Poor translation

11. Bancoamigo!