Make your financial presentation count by reporting through SECUF

Does your credit union offer financial presentations for youth and/or young adults? Are you reporting these numbers? Let’s make sure that our states of Alabama, Florida and Georgia are well represented. If you have not reported your financial education presentations through the National Youth Involvement Board (or are not familiar with the process) please take a moment to let Juli Lewis, the director of the Southeastern Credit Union Foundation, know approximately how many presentations you/your credit union has done during the 2019-2020 school year and approximately how many students were reached. Juli will be recording all of the numbers at the LSCU level and will also be sure that they are counted at the national level.

Aside from the recognition, there are awards on the line! Presentations include any financial topic discussion/workshop/reality fair given to youth, ages 3-22 at schools, youth agencies, the community … anywhere! Please send totals to Juli as soon as possible with a deadline of noon on July 20.

Make your financial education count! The deadline for reporting has been extended for 2020!

Is your credit union out in the schools, interacting with youth agencies, and reaching out to communities spreading financial education? Do you hold financial workshops or reality fairs that involve kids and/or young adults (through age 22)? Did you coach kids for the Financial Fitness Tournament? We want to make sure that our Florida, Alabama, and Georgia credit unions are represented statewide as well as on a national level for the great work that you do.

All of your presentations for youth and young adults should be logged on the National Youth Involvement Board website. Not sure how to log them or don’t have time? Simply email

1) your credit union name and state

2) the number of presentations your credit union conducted from July 1, 2019 – June 30, 2020, and

3) the collective # of students reached. (Example: 10 presentations to classes with an average of 30 students means 300 students were reached.) 


Last year, here’s how our states ranked (obviously, not all credit unions are reporting because we know the reach is much bigger):

  # of Presentations State Ranking (out of 36 reporting) # of Students Reached State Ranking (out of 36 reporting)
Florida 934 7 51,509 5
Alabama 112 18 19,348 12
Georgia 24 27 1,110 28


Who can report?

A credit union or league employees and/or volunteers may report qualifying presentations made to groups of 5 or more youth, pre-school to 22 years old.

What types of presentations qualify?

Any presentation that promotes financial wellness or the credit union movement qualifies. Qualifying presentations can be conducted on these and other consumer and financial topics:

  • Budgeting Careers & Income
  • Checking & Money Management
  • Credit
  • CUs vs Banks
  • Risk Management
  • Saving & Investments
  • Reality Fairs


Why Report?

Aside from showing what our credit unions are doing, collectively as well as individually, the numbers may be used when lobbying for financial education mandates as well as for exemplifying the credit union difference and another important reason that we should retain our tax-exempt status. YOUR NUMBERS MAKE A DIFFERENCE!

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The League of Southeastern Credit Unions & Affiliates represents nearly 300 credit unions throughout Alabama, Florida, and Georgia. It has a combined total of almost $200 billion in assets and 12.4 million members. LSCU provides advocacy, compliance services, education and training, cooperative initiatives, and communications.

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