Overview of CUNA's Young Adult Programs in the Center for Personal Finance

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A 2008 overview of Young Adult Programs in CUNA's Center for Personal Finance.

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Overview of CUNA's Young Adult Programs in the Center for Personal Finance

  1. 1. CUNA’s Young Adult Programs Joshua Jones Manager of Young Adult Programs Credit Union National Association
  2. 2. <ul><li>Background </li></ul><ul><li>YES Summit </li></ul><ul><li>YES Blog </li></ul><ul><li>YES CU Community </li></ul><ul><li>MoneyMix </li></ul><ul><li>Etc. </li></ul><ul><li>Moving Forward </li></ul>CUNA’s Young Adult Programs
  3. 3. Background <ul><li>Structure: </li></ul><ul><li>Research & Advisory Services </li></ul><ul><li>Center for Personal Finance </li></ul><ul><li>Youth & Young Adult Programs </li></ul>
  4. 4. <ul><li>Our Team: </li></ul><ul><li>Philip Heckman Director of Youth & Young Adult Programs </li></ul><ul><li>Josh Jones Manager of Young Adult Programs </li></ul><ul><li>Kelsey Balcaitis Intern, Young Adult Programs </li></ul>Background
  5. 5. <ul><li>Background </li></ul><ul><li>YES Summit </li></ul><ul><li>YES Blog </li></ul><ul><li>YES CU Community </li></ul><ul><li>MoneyMix </li></ul><ul><li>Etc. </li></ul><ul><li>Moving Forward </li></ul>CUNA’s Young Adult Programs
  6. 6. YES Summit <ul><li>2006 – San Diego, CA </li></ul><ul><ul><li>110 Attendees </li></ul></ul><ul><ul><li>Keynoter = Ramit Sethi, Author </li></ul></ul><ul><li>2007 – Austin, TX </li></ul><ul><ul><li>112 Attendees </li></ul></ul><ul><ul><li>Keynoter = John Donovan, Lending Club </li></ul></ul>
  7. 7. YES Summit <ul><li>2008 – Tampa, FL </li></ul><ul><ul><li>Speakers: </li></ul></ul><ul><ul><ul><li>Rodney Hood, NCUA </li></ul></ul></ul><ul><ul><ul><li>Pierre Cardenas, Amplify </li></ul></ul></ul><ul><ul><ul><li>Eric Dillon, Common Wealth CU </li></ul></ul></ul><ul><ul><ul><li>Kris Wickline !!!!! </li></ul></ul></ul><ul><ul><li>Highlights: </li></ul></ul><ul><ul><ul><li>Afternoon with Young Adults </li></ul></ul></ul><ul><ul><ul><li>Interactive workshop sessions </li></ul></ul></ul><ul><ul><ul><li>Military, Parental influence, Javelin Research </li></ul></ul></ul>
  8. 8. YES Summit <ul><li>How can credit unions better serve and attract young adults? </li></ul><ul><li>Sessions: </li></ul><ul><ul><li>Innovative credit unions </li></ul></ul><ul><ul><li>Strategies and ideas </li></ul></ul><ul><ul><li>Collaborate and network with other CU professionals </li></ul></ul><ul><ul><li>Recruiting & retaining qualified young professionals </li></ul></ul>
  9. 9. <ul><li>What the YES Summit isn’t… </li></ul>YES Summit
  10. 10. <ul><li>What the YES Summit is… </li></ul>YES Summit
  11. 11. YES Summit <ul><li>YES Summit: Serving 18-to-30s </li></ul><ul><li>December 3 – 5, 2008 </li></ul><ul><li>Marriott Tampa Waterside </li></ul><ul><li>Tampa, Florida </li></ul>
  12. 12. <ul><li>Background </li></ul><ul><li>YES Summit </li></ul><ul><li>YES Blog </li></ul><ul><li>YES CU Community </li></ul><ul><li>MoneyMix </li></ul><ul><li>Etc. </li></ul><ul><li>Moving Forward </li></ul>CUNA’s Young Adult Programs
  13. 13. YES Blog www.yessummit.blogspot.com
  14. 14. <ul><li>Background </li></ul><ul><li>YES Summit </li></ul><ul><li>YES Blog </li></ul><ul><li>YES CU Community </li></ul><ul><li>MoneyMix </li></ul><ul><li>Etc. </li></ul><ul><li>Moving Forward </li></ul>CUNA’s Young Adult Programs
  15. 15. YES CU Community <ul><li>YES CU Community – Social Network </li></ul><ul><ul><li>Profiles </li></ul></ul><ul><ul><li>“ Friending” </li></ul></ul><ul><ul><li>Forums </li></ul></ul><ul><ul><li>Blogs </li></ul></ul><ul><ul><li>Groups </li></ul></ul><ul><ul><li>Video & Photo Sharing </li></ul></ul>www.yescucommunity.com
  16. 18. <ul><li>Background </li></ul><ul><li>YES Summit </li></ul><ul><li>YES Blog </li></ul><ul><li>YES CU Community </li></ul><ul><li>MoneyMix </li></ul><ul><li>Etc. </li></ul><ul><li>Moving Forward </li></ul>CUNA’s Young Adult Programs
  17. 19. MoneyMix: Launch Your Life <ul><li>Subscription sold to credit unions </li></ul><ul><li>Fully customizable for credit unions </li></ul><ul><li>Daily articles and blogs </li></ul><ul><ul><li>Freelancers and bloggers are 18-to-30 </li></ul></ul><ul><li>MyMoneyMix profile </li></ul><ul><li>Monthly e-mail updates </li></ul>
  18. 20. MoneyMix: Launch Your Life Main Home page
  19. 21. MoneyMix: Launch Your Life Blogs
  20. 22. MoneyMix: Launch Your Life Calculators
  21. 23. MoneyMix: Launch Your Life Videos
  22. 24. MoneyMix: Launch Your Life Career Section
  23. 25. <ul><li>Background </li></ul><ul><li>YES Summit </li></ul><ul><li>YES Blog </li></ul><ul><li>YES CU Community </li></ul><ul><li>MoneyMix </li></ul><ul><li>Etc. </li></ul><ul><li>Moving Forward </li></ul>CUNA’s Young Adult Programs
  24. 26. Etc. <ul><li>Presentations </li></ul><ul><li>Research </li></ul><ul><li>Helping credit unions, leagues, others… </li></ul><ul><li>Representing CUNA </li></ul><ul><li>Consumer News </li></ul>
  25. 27. <ul><li>Background </li></ul><ul><li>YES Summit </li></ul><ul><li>YES Blog </li></ul><ul><li>YES CU Community </li></ul><ul><li>MoneyMix </li></ul><ul><li>Etc. </li></ul><ul><li>Moving Forward </li></ul>CUNA’s Young Adult Programs
  26. 28. Moving Forward <ul><li>Increase visibility for CUNA on issue </li></ul><ul><li>Coordinating CUNA efforts </li></ul><ul><li>YES Summit Roadshow </li></ul><ul><li>YES Summit Live </li></ul><ul><li>Resources for YA Employees webinars </li></ul><ul><li>Redesign of MoneyMix & other enhancements </li></ul><ul><li>YES CU Community enhancements </li></ul><ul><li>30 Under 30? </li></ul>

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