CTC Friday Conversation: Why Financial Literacy Matters - Raising Awareness
CTC Friday Conversation: Why Financial Literacy Matters - Raising Awareness
Michelle Bonner, Senior Manager Financial Inclusion and Impact, National Credit Union Foundation
Enrique Delgadillo, President/CEO, Balance
Andy Manthei, Business Development Specialist, GreenPath Financial Wellness
Onjil McEachin, Director, Division of Consumer Affairs, National Credit Union Administration
Kelli C. Holloway, Senior Vice President, Outreach for State Employees' Credit Union, moderated the panel.
Michelle Bonner
Senior Manager, Financial Inclusion and Impact
National Credit Union Foundation (NCUF)
Michelle has developed programs and leaders in physical, nutrition, mental, and financial health arenas for youth and adults. Currently, she works with the National Credit Union Foundation as Senior Manager of Financial Inclusion & Impact to make and manage grants, coordinate the CU FinHealth™ Conference, and strategic plan for the financial well-being for all initiative.
Enrique Delgadillo
President/CEO
Balance
With more than 30 years of financial wellness leadership experience, Enrique brings an inspirational and passionate approach to his role as President and CEO of BALANCE. Responsible for the vision and mission of this HUD approved national Intermediary and nationwide financial wellness non-profit, his vast expert experience includes financial education, personal finance, coaching, and delivering best-in-class financial wellness workshops.
Prior to his promotion to President and CEO, Enrique was the Senior Vice President of Counseling and Client Care. Before joining BALANCE, Enrique served as Chief Operating Officer for a credit-counseling agency in San Antonio, TX.
Enrique serves on the National Council for Financial Opportunities Board of Directors. Bilingual in English and Spanish, he is well known and respected in the industry for his leadership skills and experience serving diverse communities. Enrique is an Air Force veteran and always giving back to his community.
Andi Manthei
Business Development Specialist
GreenPath Financial Wellness
Associate Business Development Representative with GreenPath Financial Wellness. Andy has empowered people to lead financially healthy lives in his previous role as a GreenPath Financial Wellness Expert. Before joining the GreenPath family, Andy was a credit union branch manager and loan officer.
Andy is trained in human centered design thinking, which has given him a rich canvas of experience in empathy, in understanding credit union challenges as well as drawing on the insights from his heart to heart, one on one conversations with people all along the spectrum of financial health. He now works with innovation and partnerships working to find ways to develop win-win-win relationships where the partnership we create is a win for the member in becoming financially healthy, win for the credit union in reaching goals of financial inclusion and well-being for all, and win for GreenPath who hopes to Remix the American Dream so it works for EVERYONE.
Onjil McEachin
Director | Division of Consumer Affairs
National Credit Union Administration (NCUA)
Onjil McEachin is the Director for the Division of Consumer Affairs within the Office of Consumer Financial Protection at the National Credit Union Administration (NCUA). In this role, Ms. McEachin oversees NCUA’s financial literacy and outreach initiatives, as well as the NCUA’s Consumer Assistance Center, which responds to inquiries about federal consumer financial protection laws and addresses consumer complaints involving credit unions. Prior to joining NCUA, Ms. McEachin served as the Deputy Assistant General Counsel for Litigation at the U.S. Department of Housing and Urban Development. Ms. McEachin has also served as a Trial Attorney in the Civil Rights Division, Housing and Civil Enforcement Section at the U.S. Department of Justice where she received four distinguished honors from the Attorney General during her tenure. Ms. McEachin earned her J.D. from Howard University School of Law and a B.A. from the University of California, San Diego.
Kelli Holloway
Senior Vice President, Outreach
State Employees' Credit Union
Kelli Holloway began her career with State Employees’ Credit Union in 2009 as a financial services officer. In her current role as SVP of Outreach, she oversees financial education, community involvement and volunteer engagement efforts. For the past 14 years, Kelli has been influential in building programs and initiatives to connect SECU employees to members and the community. She holds a bachelor’s degree in Communication Studies and English from UNC-Chapel Hill. She currently serves as Vice Chair of the Southern Regional Chapter of the African-American Credit Union Coalition and as a Board member for the North Carolina Council on Economic Education. She is a recipient of the 2020 AACUC Chairman’s Award for Advocacy and was selected as a 2022 GAC Crasher. In 2022 she was named AACUC’s Commitment to Change Leadership Professional of the Year. Kelli is a wife to Michael and Mom to daughters Ava (2) and Zoie (5). From “A to Z” the girls keep them busy, and they love it!