February 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
Help Recruit Future Financial Coaches
The new year brings new opportunities - and we're excited to jump into preparing for the next group of financial coaches. Training will be held in May again this year, but before we can start, we need your help! Please consider helping us recruit the next financial coaches by submitting a testimonial about your coaching experience - be it the actual training or what you've taken back to your credit union. Email a couple of sentences or a video to info@iowacreditunionfoundation.org to help us out!

When registration for the program opens, we'll let you know. Until then, be thinking about who in your credit union would best benefit from the opportunity to learn from Adam Carroll and implement coaching tactics at your credit union.
Financial Uncertainty in America: Read the Report
The Financial Health Network has released the Financial Health Pulse 2021 U.S. Trends Report. "Financial health improved particularly for Black, Latinx, and Asian American individuals, as well as those with household income under $30,000. Meanwhile, the gap between men and women increased as men experienced financial improvements between 2020 and 2021 while women did not". Learn more here.
Is the Credit Union DE Program Your Next Training?
The National Credit Union Foundation's (NCUF) Credit Union Development Education (DE) program helps leaders within the credit union movement to understand and leverage credit unions' unique business model to serve members and communities in new and better ways. Are you looking for your next professional development training? This could be it! Learn more here.
Loan Officers Can Increase Engagement with Empathy
When a member buys a home, they are providing all of their financial information. Every last detail of their financial failures and successes. Every deep dark financial secret in the closet. As a loan officer, you see it all. How do you react?

A recent Gallup poll states that only 22% of mortgage buyers are fully engaged with their lender. How can we, as financial coaches, reach the other 88%? Start by reading this article.
From DEI Statements to Impactful Change
Coopera Director of Diversity, Equity and Inclusion Jennifer Esperanza Ph.D. published an article in November about how credit past the first commitment to DEI.

In other words - don't just talk the talk, but how is your credit union walking the walk? Read the article here.
Budgeting Notebooks Available for Purchase in ICUF Store
Looking for a budgeting resource (for yourself, your team or your members)? Building healthy budgeting habits is made easier with this budgeting notebook created by ICUF. The notebook has tips and tricks for saving, as well as monthly budgeting walk-throughs to help organize income and expenses. All proceeds from budgeting notebook sales are invested in programs that support financial well-being for Iowans.
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."