Taking Financial Education From a "Good Thing to Do" Into a Full Business Model

Hosted by the Financial Communications Section.

On-Demand, available until June 20, 2020
Recorded June 13, 2019

Categories: Branding, Techniques & Tactics

If your team is looking for innovative ways to differentiate your brand, then this webinar is for you. We hope you can join Ben Joergens, VP, Financial Empowerment Director for Old National Bank where he will share his company's journey in developing a financial education roadmap that is making a difference in the communities that Old National serves.

Ben will share the work he and his team have done to develop the innovative "12 Steps to Financial Success," a program that teaches participants 12 steps they can take to change their lives for the better and achieve financial success. He has taught the program to hundreds of inmates in facilities in both Kentucky and Indiana. This program not only empowers participants with financial knowledge, but also encourages them to empower others in their lives. Joergens and ONB have worked with various partners to expand the program to other communities, and plans are in place to bring it to their service areas in Kentucky and Michigan.
Most recently, Ben has worked with Old National’s internal Risk and Fraud teams to create a program called Money $afety for Seniors. This program helps keep seniors safe from fraud and financial exploitation. Ben has helped identify over 40 associates to conduct this workshop throughout the bank’s entire footprint. Since launching this program in late 2016, thousands of seniors have been educated on how to avoid financial exploitation. And, Ben’s recent endeavor is focused on the development of an eLearning tool called Real-Life Finance.  Real-Life Finance is a benefit being offered currently to Old National Associates that delivers interactive financial education to help them plan and achieve their financial goals. The future path is to offer it to clients as well as community partners.

Ben has been instrumental in developing a myriad of financial education tools that are working to build Old National’s Brand as being committed to Financial Education and he is excited to share his path with you!

By the end of this webinar, participants will be able to:

  • Understand how to develop a Financial Education curriculum.
  • Leverage Financial Education into a CRA exam.
  • Incorporate Financial Education in the community.
  • Activate the efforts of executing a financial literacy initiative into a robust program that will generate business.


Katie Bender, assistant vice president - community and public relations manager, Northrim Bank


Ben Joergens, vice president, financial empowerment director, Old National Bank

As the Director of Financial Empowerment, Ben Joergens is responsible for enhancing financial literacy initiatives at Old National by partnering with schools, colleges, universities, businesses, non-profits and government agencies. His goal is to address community needs and implement financial empowerment programs based on sound money management skills.  Ben joined Old National in 1999. He earned the 2011 Old National Wayne Henning Volunteer of the Year Award and was both the 2010 and 2012 Henderson, Kentucky Chamber Ambassador of the Year. In 2015, Ben received the George Bailey Distinguished Service Award, sponsored by the ABA Foundation. This national award is given to a non-CEO bank employee who demonstrates outstanding initiative, commitment to the bank’s customers and the communities they serve and inspires others. In 2017, Ben was recognized by the National Financial Educators Council (NFEC) with its coveted Financial Education Instructor of the Year Award.


Participants with the APR credential earn 1.0 APR Maintenance Credit for a webinar. Learn more about Accreditation maintenance.