Allegacy Federal Credit Union
Lori Timm, CCUFC, CUDE, boasts extensive experience in financial education and community well-being, currently serving as the Community and Financial Wellbeing Manager at Allegacy Federal Credit Union since November 2018. In this role, Lori directs enterprise-wide initiatives that align with the organization's mission, focusing on innovative financial training and coaching solutions. Prior positions include Financial Education Manager at Allegacy, where Lori expanded financial health initiatives, and various roles in consulting, technical writing, and intercultural training across multiple organizations. Lori holds a Master's Degree in Intercultural Administration from the School for International Training and a Bachelor's Degree in International Studies from Miami University.
Allegacy Federal Credit Union
For 56 years, Allegacy Federal Credit Union has helped its members, employees and the communities it serves be their best by helping all make smart financial decisions. Allegacy has become one of the largest credit unions in North Carolina, serving more than 177,000 members worldwide with $2.2 billion in assets and more than $1.4 billion in assets under management in Allegacy Investment Group. With roots in Winston-Salem, Allegacy has 18 locations across the Triad and Charlotte areas, and nine high school student-run credit unions. Allegacy offers personal and business financial services to its members, including the employees, retirees, and families of more than 5,000 companies throughout the country. To learn more, visit Allegacy.org.