July 2022
Guided by the credit union
philosophy of people helping people,
the Iowa Credit Union Foundation works to champion financial well-being for all.
Financial Coach Alumni Newsletter
RSVP for the Upcoming Financial Coach Special Event!
Join us Thursday, July 14 from 1:00 p.m. - 2:00 p.m. for a special financial coach alumni virtual event, sponsored by CUNA Mutual Group!

We are excited to have Serve Credit Union representatives, including ICUF financial coach alumni, join us to share about their new financial education program.

There is no cost to attend this virtual event.
ICUF Announces Graduates of 2022 Financial Coach Training Program
ICUF is proud to announce the graduates of the 2022 ‘People Helping People’ Financial Coach Program.

Help us welcome these coaches to the alumni network:
  • Myles Barth, Advantage Credit Union
  • Brandi Hodge, Advantage Credit Union
  • Alondra Sanchez Torres , AIM Credit Union
  • Heather Schlosser, AIM Credit Union
  • Chelsey Bogaards, Financial Plus Credit Union
  • Diana Darland, Financial Plus Credit Union
  • Jordyn Henry, Financial Plus Credit Union
  • Max Purcell, Financial Plus Credit Union
  • Daniel Garcia, Greater Iowa Credit Union
  • Brad German, GreenState Credit Union
  • Sarah Holmes, GreenState Credit Union
  • Lesley Thompson, GreenState Credit Union
  • Crystal Wright, GreenState Credit Union
  • Gladys Dozal, IH Mississippi Valley Credit Union
  • Blanca Garces-Castan, IH Mississippi Valley Credit Union
  • Sarah Mason, IH Mississippi Valley Credit Union
  • Aileen Reimers, IH Mississippi Valley Credit Union
  • Bryan Smith, IH Mississippi Valley Credit Union
  • Paige Vanderheyden, IH Mississippi Valley Credit Union
  • Taylor Baker, Linn Area Credit Union
  • Jared Bourne, Linn Area Credit Union
  • Lauri Heinrich, Linn Area Credit Union
  • Ayla Kadlec, Linn Area Credit Union
  • Cortney Krebs, Linn Area Credit Union
  • Ashley Maring, Linn Area Credit Union
  • Anna Salter, Linn Area Credit Union
  • Damon Vaughn, Metco Credit Union
  • Autumn Hernandez, Peoples Credit Union
  • Kelly Schaffer, Peoples Credit Union
  • Jessica Schaffner, Peoples Credit Union
  • Gracie Brandsgard, PolicyWorks Iowa
  • Brittany Freeman, PolicyWorks Iowa
  • Jordan Dean, Serve Credit Union
  • Maria Gutierrez, Sioux Valley Community Credit Union
  • Michele Butler, Sioux Valley Credit Union
  • Josie Pierce, Town and Country Credit Union
Economic Well-Being of U.S. Households in 2021
The Economic Well-Being of U.S. Households in 2021 report examines the financial lives of U.S. adults and their families. Take a look at the data - does any of it surprise you? Can you use this data to better understand your members, or evaluate your current products/services?

Here are a couple of survey results:
  • Financial well-being increased among all the racial and ethnic groups measured in the survey, with a particularly large increase among Hispanic adults.
  • Sixty-eight percent of adults said they would cover a $400 emergency expense exclusively using cash or its equivalent, up from 50 percent in 2013.
  • Six percent of adults did not have a bank account.
  • Nearly 6 in 10 transactional users of cryptocurrencies had an income of less than $50,000 and 13 percent did not have a bank account.
Have You Checked Your Local Prosperity Now Scorecard?
The Prosperity Now Scorecard assesses local areas on outcome measures that describe how well residents are faring in each state in terms of financial health and security.

Download a report summarizing how your city, county, congressional district, metro area or tribal area performs on all outcome measures.
Making Day-To-Day Financial Decisions Easier
Many consumers know about common financial rules of thumb, but few act on those rules. 

The Consumer Financial Protection Bureau (CFPB) has put together a few ways financial educators can help consumers create their own financial rules to live by. Learn more here.
Watch > Read > Engage
Looking for new ways to help members, approach financial coaching or get involved in your community? We recommend investing a few minutes in these links:

ICUF was established in 1995. Our mission is to empower people and communities to achieve financial well-being by championing the credit union philosophy of "people helping people."