In this video, you will hear from a stellar panel of experts, many of them Gen Z or millennials themselves, the best way to engage the diverse younger demographic in a way that is relevant and inclusive. The webcast covers tips from experts and credit union professionals on ideas that they have successfully implemented, and tools that can be employed to ensure an inclusive culture and to facilitate relationship building amongst the next generation of future members.
With 25% of the US population in the 18-34 age group, including a significant population of minorities, their purchasing power and needs are critically important to plan for and address now.
Topics covered include:
- What factors are most important to a diverse community of Gen Z about the businesses they choose to support?
- What is the best way for banks and credit unions to engage the next generation in a manner that resonates with them?
- Why is it so challenging for brands to connect with Gen Z? Is there a wrong way of marketing to them?
- How do you instill an inclusive culture in your work environment, and communicate it effectively both internally and externally?
- What tools can you utilize to ensure relationship management is personal and appealing to a diverse membership?
- How do you ensure the spirit of Community Reinvestment Act is followed and what can you do today to ensure a diverse community is being equitably serviced.
And more...
Panelists
Larry Milstein
Founder | PRZM
Larry Milstein is a Gen Z entrepreneur and co-founder of PRZM, advising Fortune 100 companies & nonprofits on next gen strategy. Most recently, he led Gen Z research for American Express, where he was part of the executive team's strategy group. Through PRZM, he has advised a number of luxury brands and institutions — including Sotheby's, Spring Place, and Soho House — engage new audiences via TikTok and other next gen platforms. His work has been featured in Business Insider, Forbes, Vogue, Bloomberg, NYTimes, Vanity Fair, and Grit Daily.
Sheila Milton
Director of Diversity, Equality and Inclusion | UW Credit Union
Sheila Milton is an accomplished Human Resource leader who develops innovative solutions that align culture and business objectives to build strong pipelines of diverse talent. In her current role as Director of Diversity, Equity and Inclusion (DEI) with UW Credit Union, Milton serves as an institutional resource focused on infusing DEI into all practices. Key responsibilities include promoting a culture of inclusion where all individuals can thrive, as well as partnering with senior leaders to implement DEI best practices in areas such as leadership, access, retention and advancement.
Milton came to UW Credit Union from CUNA Mutual Group (CMG) where she served as the director of Talent Management. During her time at CMG, she created the Women’s Executive Leadership Institute and implemented a contemporary Learning Management System. Milton has also held Associate Director Human Resources positions at Kraft Heinz and Oscar Mayer.
Milton served as a committee member to the Forum on Workplace Inclusion Program, a national conference that drives strategies for advancing diversity and inclusion in the workplace. She has also served on the Madison Area Diversity Roundtable Executive Steering Committee and as Best Practice Chair and frequently addresses the topic of DEI via ongoing industry events and speaking opportunities.
Lizette Epps
Director of Impact Engagement | Visions Federal Credit Union
Lizette Epps is the Director of Impact and Engagement at Visions Federal Credit Union, overseeing business and community development for the PA Region. She also manages the organization’s financial literacy programming across NJ, NY, and PA. In her role, Lizette creates new and innovative programming to both the English and Spanish speaking communities to equip them with the knowledge and skills needed to manage money effectively.
With over 20 years of business experience in both the public and private sector, Lizette provides a diverse and sensible approach to forming relationships and tackling community wide issues. She holds several Board of Director’s seats with local organizations focused on improving the quality of life for minority, underserved, and underrepresented populations.
A 2019 Philadelphia Business Journal’s Women of Distinction award winner, Lizette has a passion for human rights and racial justice advocacy. She holds an MBA from the University of Phoenix and resides with her family in the Reading, PA area.
Bolun Li
CEO | Zogo Finance
Bolun Li is a serial entrepreneur and was awarded AACYF 30 under 30 in 2018 for his previous startup. Today, he is contributing to the Credit Union movement. His company Zogo, a gamified financial education app, helps credit unions engage, educate and earn the trust of the younger generation. Zogo won the Finovate Best of Show, and the next big idea competition at NACUSO 2019 and is already available for millions of credit union members.
Juan Gonzalez
Vice President, Customer Success | CRMNEXT
Juan Gonzalez is a digital innovator and strategic client executive. With two decades of experience as a strategy leader, he has guided high performance projects and organizations through transformations into centers of success and excellence. Juan's extensive work as a customer experience executive, leading client services, managing organizational change, and building engaged communities has been widely praised by international institutions, companies, and organizations.
Vice President of Customer Success for CRMNEXT, the world’s most powerful customer engagement solution, Juan also created the Play by Post platform, an interactive methodology for user generated content on the Internet, and founded Aelyria, the original web-based creative social network for creative writers, artists, and musicians.
A graduate of Dartmouth College, he holds a B.A. in History and Government and is a subject matter expert in game theory and grand strategy. He is a passionate technology activist and an avid futurist whose writings, speeches, and public works are syndicated across widely-circulated journals and blogs.
