During the last three years, many Michigan credit union professionals have participated in financial counseling training and have earned the CUNA designation of Certified Credit Union Financial Counselor. This training is coordinated with financial support provided by the Michigan CU Foundation. The 2012 participants completed an extensive guided self-study program that included eight modules and eight exams over a six month period.
The skills and knowledge acquired by the program can benefit credit unions and contribute to the economic well-being of their staff, members, and communities. As a result of the certification, financial counselors have reported a positive impact on their credit union’s account and loan performance as well as community outreach activities.
The MCUF was pleased to provide a $7,000 grant to pay for the enhancements to CUNA’s financial counseling self-study program in the Michigan training this year. These enhancements were provided by the National CU Foundation’s REAL Solutions® program and included biweekly webinars to supplement the curriculum and help students stay on track. The Michigan program also included two live training, networking and testing sessions. Because of the MCUF grant, the individual cost for the enhanced program was kept low, allowing 239 Michigan credit union professionals to participate in the last three years.
Congratulations to the class of 2012 who have earned their CUNA designation of Certified Credit Union Financial Counselor: Jon Amazeen, Advantage One CU; Traci Bell, MSUFCU; Amanda Bussa, MSUFCU; Kaye Chervenak, Michigan Catholic CU; Kendra Christensen, COPOCO Community CU; Kimberly Curl, Jackson Community FCU; Jes Deaton, MSUFCU; Tamara DePonio, Credit Union ONE; Shelley Foster, Community Driven CU; Kim Fullerton, MSUFCU; Erin Giacona, Michigan Schools & Government CU; Pamela Goven, SB Community FCU; Susan Hamlett, Michigan Schools & Government CU; Julie Hoff, Co-op Services CU; Bill Illis, Michigan Catholic CU; Vicky Johnson, Community First FCU; Chuck Kelso, Port City FCU; Jessica Loewe, Advantage One CU; Rhoda Martin, MSUFCU; Jeremy Maxey, CASE CU; Dana McGowan, MSUFCU; Shannon McIntosh, Michigan Schools & Government CU; Mario Medina, MSUFCU; Ashleigh Miller, MSUFCU; Marisol Mora, Option 1 CU; Rae Mumaugh, MSUFCU; Christine Nichols, Jackson Community FCU; Michelle Nizza, Michigan Schools & Government CU; Denise O'Connor, Advantage One CU; Tamara Phoenix, Public Service CU; Michelle Piggott, MSUFCU; Jeff Powers, MSUFCU; Nicole Putman, CASE CU; Dennis Reeder, Michigan Schools & Government CU; Michele Sahr, Wildfire CU; Lindsey Schafer, MSUFCU; Brian Smith, CASE CU; Kelly Smith, SB Community FCU; Tina Steed, Credit Union ONE; Geri Timonen, Trenary Co-op FCU; Carrie Toppen, Port City FCU; Brian Tribell, MSUFCU; Jason Vanderlaan, MSUFCU, and Patrick Zoltowski, Michigan Schools & Government CU.
A handful of additional participants are in the process of completing their testing and should receive their certification soon. Details and sign-up information will be coming soon regarding a 2013 Michigan guided self-study program that is planned to begin in late spring to allow more Michigan credit union professionals to obtain this training and certification.
Along with providing support to small-asset-sized credit unions, MCUF provides support for credit union financial education activities such as this training program. Credit unions of any size are encouraged to seek funding assistance for community outreach and financial education initiatives by applying for a MCUF CRI grant. Credit unions are also encouraged to provide support to the MCUF with an annual donation, either directly through the MCUF website or with their MCUL Affiliation Invoice. Credit union donations help the MCUF fund programs like the financial counseling training enhancements and provide grants and scholarships to Michigan credit unions for community outreach and employee educational development.
Visit the MCUF website for more information about supporting the MCUF and about current grants, scholarships and awards. For more information about the MCUF or about the Financial Counseling Guided Self-Study Program, contact Beth Troost at Beth.Troost@mcul.org or by phone at (800) 262-6285, ext. 453.