AGENDA
Bank on Yakima County Committee
Tuesday, September 14, 2010, 7:30-8:30AM
Catholic Credit Union
Welcome/Introductions
Approve agenda
Review/Approve July 13, 2010 Minutes
Committee Reports:
• Operations/Training
- Are training tools adequate? Do financial institutions need more?
• Tracking
- Is web-based tracking tool working?
• Marketing
- Do we need to change media mix or message in future ads?
• Financial Literacy
- How do financial institutions refer customers for CheckWise classes?
Update on education/outreach efforts with social service agencies
Discuss ideas for establishing financial incentives program
How do we encourage more financial institutions to participate?
Update on Bank on Washington efforts
Website - updates-suggestions for improvement
Other Business/Announcements
Next Meeting: at 7:30AM at Catholic Credit Union
Adjourn
