Wednesday, August 8, 2018

FOCUSed on Financial Security

By Eric Nelson

Financial security means many things to many different people. And, for many credit union members, a financial advisor can provide vital insights that can support near- and long-term financial health. We know this because we serve credit unions and their members across the U.S. through CUNA Brokerage Services, Inc. (CBSI) financial advisors.

Every year, these advisors gather for best practices training, collaborative ideation, networking and team building - all for an ultimate goal: to help them drive value for the credit unions and credit union members they serve.  

From July 23-25, over 500 CBSI advisors, credit union and financial services industry representatives gathered at the Hilton Americas in downtown Houston for FOCUS 2018: Mission Critical. The three-day conference featured energizing keynote speakers, in-depth breakout sessions and Texas-style hospitality. 

The conference centered on our critical mission: helping people achieve financial security. Courses and discussion topics ranged from identifying members’ core financial needs – and how to nurture long-lasting relationships; to best practices in social media and local marketing; to updates on CBSI’s major platform investments into the business, including unified account opening, managed money, and Advisor Teaming. More than two dozen of our financial industry partners were on-hand to showcase their products and services that are helping advisors and credit unions best serve members across the country.

FOCUS 2018 capped off with a special community service effort in support of veterans at the Michael E. DeBakey VA Medical Center in Houston. Attending advisors collaborated with Cheeriodicals and Texas-based moving company Two Men and a Truck Sugar Land to assemble and deliver 368 care packages filled with magazines, activity books, convenience items, puzzles and games. 

 “This generous donation means so much to our Veterans here at the Houston VA Medical Center,” said Barbara Bell, volunteer services director. “Our partnership with groups like Cheeriodicals and CUNA Mutual Group makes such a positive difference in the lives of the men and women we serve. We can’t thank them enough for their support of our military Veterans.”

“At CUNA Mutual Group, we stand with our armed services. We’re grateful for the sacrifices of our military veterans and their families. And, we were honored to help and show our gratitude to those who have given so much to our country,” said Rob Comfort, president, CBSI. 

Helping people achieve financial security comes in many shapes and sizes. The annual opportunities for training, connecting, teamwork and giving back that come through our FOCUS conference are just a few of the many ways we work to give our people the tools and training that can make a vital difference for those they serve. It’s mission-critical that we all stay focused on our charge.

To learn more about employment opportunities with CBSI, click here.

For information on the kind of expertise it provides through credit unions, you can learn more at