CUNA YES Summit: Serving 18-30s
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Purpose:

By attending the CUNA YES Summit, attendees will return to their credit union with ideas and information to better serve and attract young adults in their field of membership. The program achieves this by:

1. Providing information for attendees to better understand the demographic
2. Educating attendees on Gen Y’s four basic financial needs and how credit unions successfully address those needs
3. Fostering meaningful interaction with young adults and collaboration with credit union professionals
4. Generating ideas and action through interactive sessions
5. Offering information about innovative initiatives throughout the movement focused on Gen Y

NCUA's 2020 Initiative: Attracting & Retaining Young Employees

• Learn about NCUA’s 2020 initiative and how they can help
• Discover the importance of young talent to the future of credit union operations
• Better understand the need to attract and retain qualified young adult employees

Relevant Media & Messages: Young & Free Alberta Campaign

• Discover what a successful marketing campaign for Gen Y needs to incorporate
• Learn about implementing a successful marketing campaign for the demographic
• Understand what worked and what didn’t work for Common Wealth Credit Union
• Learn ways you can institute a similar campaign at your credit union to better serve and attract young adults

Online Money Management

• Learn about a successful credit union program addressing money management needs of young adults
• Understand how the use of technology and the Web relates to money management needs of the demographic
• Discover how and why your credit union should institute or enhance money management for young adults

Young Adult Interviews

• Experience one-on-one interaction with young adults and small groups of attendees
• Learn about young adult financial habits directly from members of the demographic via in-depth questioning
• Gain insights from 18-to-30s on ways your credit union can develop programs or enhance current initiatives

Workshop & Interactive Session: Innovative Ideas From Interviews

• Interact with colleagues to come up with unique, innovative, real-world ideas for better serving the needs of young adults based on the feedback received during the Young Adult Interview session
• Hear other ideas and spark conversation about ways to better serve young adults back at your credit union
• Apply what you’ve learned throughout the CUNA YES Summit

Moderated Young Adult Panel: Feedback on Ideas Generated

• Receive instant feedback from young adults on your program ideas developed during the workshop session
• Learn from their development process, and how their ideas resonate with the demographic
• Understand the value of including young adults in the process of developing or enhancing services for young adults

Analysis of the Demographic: Personal Finance Attitudes & Behaviors

• Gain a better understanding of the dualities that exist between the younger and older cohorts and their economic impact
• Discover new research presented by Javelin Strategy & Research
• Learn about thoughts, behaviors, and attitudes of the demographic and how that translates to financial services
• Develop a basic knowledge of the demographic to be used as a reference point throughout the event, and back at your credit union

Meeting Student Loan & Debt Management Needs of 18-30s

• Learn how student loans connect with the larger debt management needs and future debt management issues for young adults
• Better understand the current student lending climate and how it affects credit unions
• Discover how and why your credit union can become successfully involved with private student lending

Savings & Credit for Young Military Members

• Learn about the Military Saves program from the Consumer Federation of America and how it relates to credit union programs addressing credit worthiness needs of young adults in the military
• Discover how and why your credit union should institute or enhance credit worthiness initiatives for young adults in the military, and young adults in general
• Suggest potential partnerships and/or resources available to credit unions through Extension programs or other non-profit organizations that will assist in serving the credit worthiness and savings needs of young adults, specifically in the military

Parental Influence on Financial Decisions of Younger Cohort

• Understand what kind of influence parents have over the financial decisions of young adults transitioning from dependence to independence
• Learn ways credit unions can leverage this dynamic to better serve and attract young adults

Credit Union Asset Building Initiatives

• Learn about credit unions and credit union related programs that successfully address young adult asset building needs
• Discover how and why your credit union should institute or enhance asset building initiatives for young adults