Name
Breakout Session 9: Inclusiv Next - Integrating Financial Coaching with Affordable Loans
Date & Time
Wednesday, May 3, 2023, 2:45 PM - 4:00 PM
Speakers
Jamie Chandler - National Credit Union Foundation
Iliana Diaz - Neighborhood Trust Financial Partners
James Hunter - New Orleans Firemen’s Federal Credit Union
Sarah Willis Ertur - Global Philanthropy, JPMorgan Chase & Co.
Iliana Diaz - Neighborhood Trust Financial Partners
James Hunter - New Orleans Firemen’s Federal Credit Union
Sarah Willis Ertur - Global Philanthropy, JPMorgan Chase & Co.
Description
Financial coaching is not only an effective way to improve an individual’s financial health, but also an important strategy for credit unions to build their community development loan portfolio while expanding access to credit in communities excluded by traditional lenders. In this session, we will highlight programs that have successfully paired lending and coaching to expand positive impact in these communities.