Financial Literacy Conference

To help credit unions better reach their membership with outreach efforts, the League is inviting those with a passion for financial education to the Financial Literacy Conference on Friday, December 15 from 12:00 pm – 1:00pm with Juli Lewis.

This session was previously scheduled to be held at the Credit Union Service Center but will now be facilitated online to allow for greater participation. A description of Lewis’ presentation, Getting Them to Show Up Is Half the Battle…Win It!, is below. There is no fee to participate but registration is required.

Workshop Overview:

We know that financial education isn’t the most exciting topic and can even be a little intimidating. Join us for an open discussion on the challenges we all face in getting people to our workshops. This 30-year credit union veteran has not only been in the trenches but has also worked with credit unions all over the U.S. to make the blood, sweat, and tears we put into our sessions have an equal return. You’ll take away best practices on how to market your workshops, who to market them to, and where to best-reach your target audience.

About the Presenter: Juli Lewis, CUDE, CMPFinCap, CCUFC, CCUE

Juli Lewis currently works as the Chief Relationship Officer for Michael Walters Advertising, a journey she began in early 2021. Prior to that, Juli worked in the credit union industry for more than 25 years, starting her career with Suncoast Credit Union and then joining the League of Southeastern Credit Unions in 2014, serving as Director of the Southeastern Credit Union Foundation where her main focuses were financial capability, community development, disaster relief and professional development. She has served on the Executive Committee of the National Youth Involvement Board since 2008 and as Chair from 2014-2016, and is currently a Board member for the FPP Coalition and Florida & Alabama Jump$tart Coalitions. Juli graduated from the University of South Florida in 1998 with a Bachelor’s in Social Work. She has also earned the Credit Union Development Educators (CUDE), the Certified Credit Union Financial Planning (CCUFP) and Certified Credit Union Executive (CCUE) designations, and HR and Marketing certifications. Juli was also a member of the Pilot/BETA Cohort of the Certified Practitioner in Financial Capability, having earned her Master level CMPFinCap in February 2020.

In addition to hearing from Juli, there will be ample time to network with other virtual attendees, exchange ideas, and discuss outreach opportunities. If you have any questions, email Jake Holmes, or call 207-773-5671, ext. 266.