COLLABORTIVE APPROACH TO EMERGING LEADER PROGRAMS

can Australia and the US learn from each other?

FIRST, LET’S TALK ABOUT THE THINGS WE WON’T BE LEARNING TODAY!

WHO IS THIS PERSON?

AND WHAT IS SHE DOING HERE?

WHAT WAS SO SURPRISING ABOUT U.S. YOUNG LEADER PROGRAMS?

EMPOWERMENTAND COLLABORATION

• MEMBERS• EMPLOYEES• VOLUNTEERS

A DEBIT CARD WITH A SOCIAL CONSCIOUS

• A DONATION EVERY TIME THE CARD IS SWIPED

• ATTRACTS THE “RIGHT” AUDIENCE

NATIONAL BRAND

• 70% OF PEOPLE YOUNGER THAN 29 HAVE VOLUNTEERED THEIR TIME FOR COMMUNITY SERVICE

• OF THAT GROUP, 60% HAVE NEVER DONATED MONEY TO A CAUSE

• AN OPPORTUNITY TO BECOME CIVICALLY ENGAGED WITHOUT COMPRIMISING THEIR OWN FINANCES

A GOAL PLANNING SERVICE FOR YOUNG ADULTS FOCUSING ON LIFE GOALS AND AMBITIONS, AND THE FINANCIAL DECISIONS LEADING UP TO UNVERSITY CHOICES

• 65% OF UNDERGRADUATE STUDENTS IN AMERICA LEAVE WITH LOANS

• AVERAGE DEBT AROUND $20,000 PER STUDENT

• IDENTIFY LIFE GOALS AND A ROADMAP BEFORE COLLEGE DECISIONS ARE MADE

• CROSS-SELL CREDIT UNION PRODUCTS AND SERVICES THROUGHOUT THE ROADMAP

• INDUSTRY DIFFERENTIATION

• STRONG RELATIONSHIPS WITH PARENT MEMBERS

• START THEM EARLY

• PRODUCT RELEVANCE INCREASED

• PROFITABLE MEMBERS OVER TIME

• EFFORTLESS SAVINGS THROUGH DEBIT CARD USAGE

• FOCUSED ON SAVINGS FOR EDUCATION EXPENSES

• TRANSACTIONAL INCOME

• EDUCATION SAVINGS ACCOUNT

• TIED TO MULTIPLE DEBIT CARDS

• PROGRAM EXPANSION

• MORTGAGE DOWN PAYMENT, DEBT REDUCTION

• KEY IS TO GUIDE SAVINGS TO SPECIFIC PURPOSE

NEXT TOP CREDIT UNION EXEC

CONNECTICUT YOUNG PROFESSIONALS COUNCIL

• (UN)COOPERATIVE ADVERTISING

• IMPLEMENTATION GRANT

THANKS VERY MUCH FOR HAVING ME!