Equity Express: A Financial Education Program to Help Members Save Money, Live Healthy & be Green

February 19, 2013

1:00–2:30 p.m. Central Time

Cost: Free to affiliated credit unions

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About This Event

Familiarize yourself with the unique financial education needs of low and moderate income members. We know that moderate income consumers are struggling to afford the rising costs of housing, transportations and energy. In this webinar, you will learn about an innovative financial education program that will help members decrease household expenses, increase savings and reduce environmental impacts.

The Center for Neighborhood technologies designed Equity Express to help increase the wealth of asset-poor households through consumer choices that are both financially smart and promote sustainable living. They will share their knowledge of cost-saving opportunities in financial planning, energy use, transportation, communication and food.

See Equity Express In Action

Participants will also hear how North Side FCU in Chicago has successfully used Equity Express with older credit union members, living on a limited income. These members are a resourceful group of citizens eager to apply life-lessons learned. In Chicago, the average savings for Equity Express participants has been $125/month.

Learn more about the following:

This webinar is being jointly held by CUNA and the National Federation of Community Development Credit Unions.

Webinar Overview

Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff! When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

Also Available

Can't attend at this time? Click here for the archived version.

Who Should Attend

This webinar is beneficial for credit union employees that want to learn more about financial literacy training.

Affiliation with CUNA/League is required for attendance.


Melanie Stern
Melanie is the senior program officer at the Federation and coordinator of Better Directions.

Sarah Marshall
Sarah is the marketing and partnerships manager for North Side Community Federal Credit Union. Sarah manages outreach and promotions for the credit union and is the key point of contact for new members. Some of her roles include acting as liaison for the credit union’s Selected Employer Groups and managing the Better Directions program. North Side’s Better Directions program has provided financial and educational services for over 100 seniors in their field of membership.

Prior to joining North Side Community FCU in 2012, Sarah managed the school and non-profit outreach program for an electronic refurbishing company. Sarah holds an MBA from North Park University in Chicago.

Adam Mays
Adam is the Equity Express project manager and trainer. He has trained over 50 trainers in Illinois and Ohio to use the curriculum to help their clients save money, live healthy and be green. Adam works with senior staff to develop the marketing and business plans for ventures that take advantage of CNT’s intellectual property. Building consumer-oriented applications based on cutting-edge research, the focus of these products is to allow users spend less money and have a lower environmental impact by providing them the right information at the right time.

Prior to joining CNT in 2009, Adam was marketing manager in Los Angeles and London for a mobile marketing technology start-up. He has a B.A. in Sociology from the University of Chicago, where he focused on the sociology of knowledge.


Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $0 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.