Financial literacy efforts are most effective when they move beyond one-time education and become part of a broader strategy for building trust, relevance, and long-term community relationships. This panel explores how banks and credit unions are designing financial literacy initiatives that resonate with different audiences. Speakers will discuss which programs are generating meaningful engagement, how partnerships with schools, nonprofits, businesses, and local organizations are expanding reach, and why being physically present in the community remains essential to credibility and impact. The conversation will also examine how institutions are aligning financial literacy efforts with mission to create differentiators for those communities. Attendees will hear practical examples of:

• Building partnerships that extend reach and relevance 

• Measuring impact beyond event attendance or program volume 

• Strengthening trust through visible and consistent community presence