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Financial institutions everywhere are rapidly and radically rethinking how to meet the needs of their customers in the wake of COVID-19…and the key ingredient is providing effective digital channels to do just that. When dozens of 2020 high school Credit for Life fairs were cancelled due to the pandemic, event organizers at 8 Massachusetts banks came together to collaborate on a way to continue the Credit for Life experience through digital technology. The result is an interactive experience that will soon be available to financial institutions and schools across Massachusetts and beyond. In addition to this being a unique media story of unlikely partnerships, it will give financial institutions a unique way to create customers of the future by providing them valuable tools they need to succeed in life. Come learn more at this Webinar on March 18, at 3 PM.


Peter Stackpole, President & Brand Strategist, Stackpole

Peter launched his firm in 1995. His vision was to create an agency that fosters strong working relationships with a select group of clients who share his belief that building and maintaining a leading brand requires long-term commitment to a strategic communications program. He remains a primary client contact and continues to be involved in all aspects of strategic development, communications and concept development.

Mary Anne Clancy, Senior Vice President, Marketing and Communications, Institution for Savings

As a member of the Institution for Savings’ senior management team, Mary Anne designs, implements and oversees this $3.95 billion community bank’s innovative marketing and communications efforts. She is also the lead developer and implementer of the Bank’s financial literacy programs. Mary Anne joined the Institution for Savings in January of 2006 as the Bank’s first-ever marketing director. She was promoted to vice president in 2008 and to senior vice president in 2019.

Jim Curran, Financial Know-How Program Manager, Cape Cod 5

Jim has been with Cape Cod 5 for three years, joining the Marketing Department after a six-month rotation in the Management Trainee program. He moved to Cape Cod ten years ago, previously serving in a management role at Wequassett Resort and Golf Club. Prior to his move to the Cape, Jim worked in Washington, D.C. as a recruiter on Capitol Hill.

  • NEFMA Coffee Chat - Reinventing Financial Literacy Lessons
    March 18, 2021
    3:00 pm - 4:00 pm