Credit Union Member Financial Wellbeing, Anxiety and the People Left Behind
Webinar Details
Date & Time
June 25, 2026 | 11:00 AM Eastern Time
Duration
45 minutes
Cost
Free
About the Webinar
Credit union members report higher financial wellbeing than bank customers. But new Gallup research raises an important question for the sector: Are credit unions reaching the people they were built to serve?
Drawing on Gallup data that compare credit union members, bank customers, fintech users and the unbanked, this webinar examines how well the sector is fulfilling its core mission and where important gaps may emerge.
During this session, Gallup and Callahan & Associates will discuss:
- the financial concerns most closely linked to anxiety among members today
- how confidence in financial literacy shapes financial wellbeing and worry
- where a significant “mission gap” exists between who credit unions currently serve and who may need them most
- what these findings could mean for outreach, member acquisition and the long-term relevance of the credit union model
Join Gallup and Callahan & Associates for a data-driven discussion of what the research reveals and what it may mean for the future of credit unions.
The Speakers
Andrew Robertson
Principal
Gallup
Andrew Robertson
Principal
Gallup
Andrew Robertson is a Principal and leads Gallup's Credit Union industry practice. He partners with industry-leading credit unions on strategy, culture, member engagement, and financial wellbeing. Additionally, Andrew leads Gallup's Customer & Member Experience practice and develops new research, thought leadership and insights. Andrew has partnered with financial services and credit union clients during his 12 years at Gallup. He's located in Toronto, Ontario, and works with clients across North America.
Andrea Pruna
Strategic Consulting Principal
Callahan & Associates
Andrea Pruna
Strategic Consulting Principal
Callahan & Associates
Andrea Pruna is a strategic consulting principal at Callahan & Associates and an accomplished marketing and growth executive with over two decades of experience in the credit union industry, spanning retail and digital banking, marketing, and customer experience. She advises mission-driven organizations on strategies that do well by doing good, aligning business goals with purpose to drive meaningful impact. Previously, as Chief Growth Officer, Andrea led a comprehensive rebrand, charter change, and market expansion for an 86-year-old credit union, delivering transformative growth while maintaining high member satisfaction and retention. Her collaborative, data-informed approach helps uncover each organization’s unique strengths and translate them into strategies that deliver measurable results. Andrea thrives at the intersection of purpose and performance, helping organizations not only navigate change but lead it with integrity and impact. Originally from Colombia, she now resides with her family on New Hampshire’s seacoast.
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