2017 Member Summit

Resources and Presentations

Financial Health: Building it Together

Chicago, IL  |  October 5-6, 2017

Over 175 attendees from over 138 Members joined us for the 2017 Member Summit. At this year’s Member Summit, we highlighted champions who share their strategies, approaches, and results — ultimately bringing together attendees for joint problem-solving.

Learn More

Resources and Presentations

2017 Member Summit Resources

State of the Network

  • State of the Network Deck >>
  • The CFSI Financial Health Score™ Toolkit – Use the toolkit to explore how to strengthen your financial health strategy. Get the toolkit >>
  • 2017 Impact Report – We are pleased to share our first-ever impact report highlighting the numbers and stories of progress behind our mission to improve the financial health of Americans. Get the report >>

Financial Health Journey Learning Sessions

Thursday Afternoon Breakout Sessions

Friday Morning Session

The Financial Diaries Data Deep Dive Deck >>