ICUF Announces Graduates of 2021 Financial Coaching Program
POSTED on June 1, 2021 IN ICUF
“We believe strongly that credit unions can have a greater impact on the communities they serve by providing needed financial coaching, helping members set financial goals and assist in determining the best way forward when situations seem dire.”
DES MOINES – The Iowa Credit Union Foundation (ICUF) is proud to announce the graduates of the 2021 ‘People Helping People’ Financial Coaching Program. The program, which ran virtually in May, featured 42 attendees from 19 different credit unions. The participants were immersed in learning and simulation to help them grow in understanding of how a person’s relationship with money can impact their financial decision making and lead to potential hardship. Financial coaches are member advocates who can help credit union members navigate difficult financial situations.
“The COVID-19 pandemic has underscored the importance of saving and financial literacy more than ever,” said Jaimie Miller, Executive Director of ICUF. “We believe strongly that credit unions can have a greater impact on the communities they serve by providing needed financial coaching, helping members set financial goals and assist in determining the best way forward when situations seem dire.”
The curriculum for the ‘People Helping People’ Financial Coaching Program was developed in partnership with Adam Carroll, founder of National Financial Educators.
"In each session we've done of this training program, we've honed and developed the material to be focused not only on how to be a financial coach but also how to serve our members excellently through coaching," said Carroll. "Financial habits are something that are developed over time and are as unique as the individual. Learning how to have meaningful financial discussions with members and how to uncover potential issues that may be leading to hardship can have a great impact on the services that a credit union is able to provide. This cohort was excellent!"
The graduates of the 2021 ICUF ‘People Helping People’ Financial Coach Program are:
- Kelly Potter, Sioux Valley Community Credit Union
- Kelly Dawdy, Sioux Valley Community Credit Union
- Katarina Summerville, Sioux Valley Community Credit Union
- Myranda Reasoner, Greater Iowa Credit Union
- Justin Deford, First Federal Credit Union
- Danelle Brockway, Cedar Falls Community Credit Union
- Hannah Frazier, Alliant Credit Union
- Nicole Randall, The Family Credit Union
- Cynthia Bornsen, The Family Credit Union
- Tamarah Brooks, The Family Credit Union
- Sara Burke, The Family Credit Union
- Jacki Kuepker, GreenState Credit Union
- Casey Klocke, Linn Area Credit Union
- Bonnie Stover, Linn Area Credit Union
- Joe Morgan, Linn Area Credit Union
- Shannon Gorman, Linn Area Credit Union
- Paula Burley, Linn Area Credit Union
- Jessica Stafford, Linn Area Credit Union
- Christina Rauch, Town and Country Credit Union
- Jamie Miller, DuTrac Community Credit Union
- Nicole Loy, DuTrac Community Credit Union
- Kristy Berry, DuTrac Community Credit Union
- Alicia Oviedo, DuTrac Community Credit Union
- Kimberly Cheatham, DuTrac Community Credit Union
- Kathy Klostermann, DuTrac Community Credit Union
- Paula Ervolino, Dupaco Community Credit Union
- John Heavens, Dupaco Community Credit Union
- Desi English, Dupaco Community Credit Union
- Quincy Kalkbrenner, Dupaco Community Credit Union
- Joya Fogle, Financial Plus Credit Union
- Bridgette Raleigh, Financial Plus Credit Union
- Tania Leanos, Des Moines Metro Credit Union
- Michelle Bell, MEMBERS1st Community Credit Union
- Angi Jackson, MEMBERS1st Community Credit Union
- Julie Off, MEMBERS1st Community Credit Union
- Kayla Bills, CENT Credit Union
- Sydney Winkler, Peoples Credit Union
- Debbie Fields, Serve Credit Union
- Kalyn Hindman, Serve Credit Union
- Dylan Hayen, UNITE Credit Union
- Gervas Mgonja, Town and Country Credit Union
- Dylan Allison, North Iowa Community Credit Union
Each graduate of the program received a coaching resource book, as well as access to an online educational portal to continue their growth as financial coaches over time. This was the third year the financial coaching program was offered by ICUF.
Founded in 1995 as the philanthropic arm of the Iowa Credit Union League, the Iowa Credit Union Foundation's (ICUF) primary focus is the championing the financial well-being of Iowans through credit unions. ICUF seeks to carry out its mission to empower people and communities to achieve financial well-being by championing the credit union philosophy of people helping people, through its various programs, grants and scholarships. For more information, visit www.IowaCreditUnionFoundation.org.