Financial Wellness Council Webinar
Only members of the Financial Wellness Council are eligible to register for these webinars. Council membership is free for employees and volunteers of credit unions that belong to Cornerstone League.
AI and Financial Health: What Credit Unions Need to Know Now
Date & Time
August 26, 2026
2:00 p.m. CT
Why Attend?
- A deeper understanding of how consumers seek AI-driven financial guidance, along with the inherent opportunities and risks associated with this growing trend;
- Insights into how banks, credit unions, and other financial services providers are leveraging AI through innovative applications; and
A clear picture of the landscape and a set of questions to guide their own AI strategies.
Presenter: Carly Perera
As Director of AI Strategy, Carly leads the Financial Health Network’s efforts to apply AI in ways that advance financial health and expand economic opportunity. Working at the intersection of product innovation and financial impact, she focuses on emerging technologies that support stronger financial decision-making and resilience. In her role, Carly works closely with internal teams and partner organizations to guide and shape AI strategy across product, design, and services. Her work centers on how AI-supported financial advice and personalization can enable more inclusive tools, particularly for communities who have been historically excluded from the financial mainstream.
Previously, Carly led strategy and product development of a machine learning-powered brokerage app at Charles Schwab, allowing consumers to directly invest in their values. Before her transition to fintech, Carly served as the Director of Lending at Pacific Community Ventures, where she launched the organization’s first loan fund to expand capital for small businesses.
Carly holds a bachelor’s degree in Community Development and Economics from the University of California, Davis and a Master of Business Administration from Mills College at Northeastern University. She is the winner of the TedAI Hackathon, where she developed Harbor AI, a voice agent for domestic violence survivors, and is also a member of Women Defining AI. Outside of work, she mentors fintech founders and experiments with AI tools.
Presenter: Carmina Lass
Carmina Lass has 15+ years of experience at the intersection of financial health, financial capability, and economic inclusion. As Senior Director of Financial Services Solutions at the Financial Health Network, she partners with financial services companies to strengthen consumer financial health through strategy, product innovation, and impact measurement. She leads advisory services, consulting engagements, and thought leadership initiatives that help people build financial stability and long-term security.
Previously, Carmina served as Director of Colorado’s Office of Financial Empowerment within the Attorney General’s Office, advancing community-informed approaches to statewide financial resilience. She was also Chief Program Officer at Credit Builders Alliance, leading capacity-building initiatives for a national nonprofit network of 500+ organizations, and has managed financial capability and affordable homeownership programs at the local level. Carmina holds a master’s degree in Conflict Resolution from Portland State University. She lives in Colorado Springs, Colorado, where she enjoys spending time outdoors with her husband and two children.
Presented by:
Questions?
For questions about this webinar or about the Financial Wellness Council, please contact Emily Moreno, Cornerstone Foundation program director, 214-334-3397.