About Reporting Presentations

Reporting financial presentations is at the heart of CUFEN.

We are the main credit union organization that maintains standardized reporting of financial education presentations in the U.S. This reporting information is used by national and state legislators who lobby for mandated financial literacy programs in schools and communities. Data is used locally by leagues and credit unions to promote community service efforts and demonstrate the credit union difference. When you report your financial education presentations, you help make a difference. CUFEN reserves the right to periodically audit and request presentation verification to ensure accuracy and consistency.

  • Quick Reporting Tips

  • Presentations are defined as a structured (formal) presentation to a group of young people, not as a "conversation" with three students about financial issues or credit union services

  • Presentations can be conducted in a broad range of educational settings, including a traditional classroom, virtual platform, scout troop meeting, church group, community group, etc. Recorded presentations do not qualify

  • Qualifying presentations can be made by credit union employees, league employees, and/or credit union volunteers

  • Presentations that promote a specific credit union or credit union services, such as youth savings clubs or teen programs, are important but do not qualify. In addition, visits to schools to pick up deposits for credit union/savings programs or operations of student branches do not qualify

If you're new to reporting presentations, be sure to review the Reporting FAQ for additional information.

CUFEN Reporting Year

The CUFEN reporting year runs from July 1 through June 30 of the following year. This is set to coincide with a typical school year and with the CUFEN Annual Meeting and Conference held each summer.