Cornerstone Foundation

2026 Cloverleaf CMS Informational Webinar

Cloverleaf CMS is a secure, centralized system that simplifies how credit unions deliver financial coaching by streamlining each step; from intake and goal setting to action planning, credit monitoring, and outcome tracking. It reduces administrative burden through automated reminders, documentation, and compliance-ready workflows; strengthens member relationships with a structured, repeatable coaching framework; captures meaningful impact data like changes in income, debt, savings, and credit score for grants and reporting; and scales programs across branches and teams with consistent standards and real-time dashboards.

Welcome,  Introductions & Context
Overview of Cornerstone Foundation’s regional initiative and what attendees will gain.
Intro the Speakers and the purpose behind launching a unified coaching platform.

Why Credit Unions Need a Modern Coaching Solution
Industry trends, member needs, and the benefits of a standardized FiCEP-aligned approach.

Credit Union Use Cases & Impact Opportunities

  • Strengthening financial coaching and community programs
  • Enhancing member engagement, retention, and financial wellness outcomes

Cloverleaf CMS: Live System Highlights

  • End-to-end workflow walkthrough (intake → goals → action plans → progress)
  • Dashboards, reporting, and managing member data across teams

Q&A, Participation Options & Next Steps
How CUs can join, implementation timelines, and available training/support.

Date & Time

Jan. 21, 2026

10 - 11 a.m. CT

This event has already occurred.

Speakers:

Rost Ginevich

Mr. Ginevich is the CEO of Cooperative Processing Resources; a non-profit cooperative which develops and markets a financial coaching platform.  Prior to his current role, Mr. Ginevich served as CIO of two public companies and had a successful career in public accounting and consulting.  Rost is a proud graduate of Oklahoma State University, and in  2023 he was recognized as one of the “Cowboy 100” – the top 100 MBA alumni of the OSU Spears Business School.
Mr. Ginevich is also an adjunct professor at the University of Texas at Dallas and Southern Methodist University where he lectures on Marketing, AI, and Cyber Security.
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Cynthia Campbell

Cynthia Campbell, MBA, MEd, SHRM-SCP, CUDE is a nationally recognized credit union innovator and financial wellness strategist with over 20 years of experience leading coaching programs, building scalable member-impact initiatives, and guiding organizational transformation. A dynamic speaker and strategist, she helps credit unions and non-profits elevate financial well-being and deliver meaningful, measurable, and strategic community impact.

 

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Educational Investment

Registration for this event is complimentary.

Questions?

Contact Program Director  Emily Moreno at 214-334-3397.