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Financial Education Network Meeting - September 21, 2016


Compliance Network


Financial Education Network Meeting

September 21, 2016
Cooperative Credit Union Association, Inc.
845 Donald Lynch Boulevard
Marlborough, MA 01752
        Registration and Coffee: 9:00 a.m.
        Program and Lunch: 9:30 a.m. - 1:00 p.m.
        Fee: $49.00

Five Strategies Every Credit Union Can Use to Improve Family Financial Capability

Everyone has heard plenty of scary statistics about financial literacy in the United States. Despite widespread financial illiteracy, recent research indicates that a large majority of parents are talking to their kids about money and finance. As a result, it’s not surprising that less than half of these parents describe themselves as “well prepared” for these conversations with their kids. As trusted financial service providers, credit unions can play an important role in informing and influencing these conversations and building whole-family financial capability. We’ll be discussing ideas and recommendations based on EverFi’s research and experience.
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World Wide Money Trail (WWMT)

Reginal Gore is the creator of World Wide Money Trail (WWMT), a one-of-a-kind money management simulation designed to help teenagers and young adults develop the personal finance acumen to make smart money management decisions. This interactive experience thrusts players into a comprehensive variety of real-world personal finance missions involving budgeting, saving, investing, credit and insurance in 11 world-class cities. WWMT brings together tangible money management skills with entertainment and travel that engages all ages of consumers, from teens to adults! Reggie will be presenting the demo version of WWMT during our meeting.

Speakers:

Wes Cobb
Senior Director of Financial Education
EverFI

Wes Cobb has served as Senior Director of Financial Education at EverFi since January 2016. In this role, he works with new and existing EverFi partners to design and implement financial education solutions for adult learners. EverFi’s partners include credit unions, banks, state agencies, and not-for-profit organizations, and Wes helps these diverse organizations tailor their financial education programs to the needs of their audience. Wes also manages the development of EverFi’s in-person adult financial education product, designed to give financial institutions the tools and resources needed to conduct classroom-based sessions on topics like homeownership, budgeting, and entrepreneurship. Wes also serves as a subject matter expert and thought leader for EverFi’s financial education business development team. EverFi is not Wes’ first experience working with young, rapidly growing companies. Before joining EverFi, he worked as VP of Finance for another DC-area education technology company. Prior to that, Wes spent four years as an investment professional at a venture capital firm. Wes holds a Bachelor degree cum laude from Davidson College. Outside of work, he can be found running, playing tennis, traveling, playing board games, baking, and cheering on DC’s soccer team, DC United.

Reginal C. Gore
Senior Consultant
Deloitte & Touche

Reggie is a Senior Consultant at Deloitte & Touche, where he has worked on a variety of projects ranging from bank regulatory reporting to commercial real estate and enterprise-wide testing and remediation of client controls. 

Prior to joining Deloitte, Reggie worked at The Federal Reserve Bank of San Francisco, where he managed a team of individuals responsible for collecting and analyzing federally-mandated holding company reports from banks all over the Western region of the country.  

Reggie received his B.A. in Economics from the University of North Carolina at Chapel Hill and earned his MBA from Georgetown University. Reggie has also earned a certification in project management (PMP).

Reggie was born and raised in Hampton, Virginia and comes from a close knit family. In his spare time, he enjoys working out, playing basketball, watching movies, exploring Charlotte, watching football and basketball, and spending quality time with friends and family.  Reggie currently resides in Charlotte, NC with his wife and newborn daughter.

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