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Filene: The Blog

Shindigity! 25 Years!

Thanks for the memories! We look forward to making many more with all of you! Cheers!



25 Years of research, innovation, and impact were celebrated with friends and supporters of Filene on July 15 in Madison.


It was a rare treat to have 3 of Filene’s CEO’s together sharing stories about leading the only think tank in North America dedicated to research and innovation on behalf of credit unions and consumer finance. L to R: David Chatfield (1989-1991), Bob Hoel (1991-2006), Mark Meyer (2006-Present).

(Top) Filene CEO, Mark Meyer, shared words of appreciation while (Bottom) Bob Trunzo, CUNA Mutual Group president and CEO, presented Ruth Heins, widow of Filene architect, Richard “Doc” Heins, with flowers.


Photos and documents were displayed during the event, taking attendees on a journey celebrating the development of credit unions in the United States, the key role played by Madison, WI, and the people who made a difference along the way.

More party pictures below!



Four Steps to Further Women’s Leadership in Credit Unions

Four Steps to Further Women’s Leadership in Credit Unions

If you want to talk about women in leadership, you have to talk about gender intelligence.

Leaders, women and men alike, need to learn about, acknowledge, and act on the fundamental, but many times subtle, differences that women and men face in the workplace. Filene and The World Council convened credit union leaders at the University of Southern California to address just this challenge. The full findings will be published this Fall, but in the meantime, here are some of the day's more interesting tidbits, with four tangible steps to get you started.

A Conversation with Jean Chatzky: Engaging and Empowering Members for Long Term Growth


Tuesday, June 17, 1:00 - 2:00 PM (CT)

Join Filene to hear a special message from Jean Chatzky, prepared especially for credit union leaders.

In this unique bonus live web session hosted by SavvyMoney's Director of Education Jean and moderated by the CEO of SavvyMoney's JB Orecchia, you’ll hear Jean's insightful perspective on how consumers are feeling about the economy, what they're looking for from credit unions, and how credit union lenders can help their members better manage their finances and borrow responsibly for the future. Drawing on behavioral finance research, Jean will share how credit unions can encourage members to save more and spend less.  She will offer her advice for getting more members in the door.  

Finally we will explore SavvyMoney, a former Filene i3 idea that provides online tools credit unions can provide to better engage members in taking charge of their financial lives.


Hip-hip-hooray! It’s our Birthday Today!

Today's our birthday! We're celebrating the big 2-5 here at Filene Research Institute. Join us in celebrating 25 years of research, innovation, and impact on behalf of credit unions.

Seven US Credit Unions to Participate in Just4You Prototype Test

Consumers face with a myriad of choices when selecting new financial products and services. Over the next six months, we'll test Just4You, a product that helps financial institutions manage this choice overload, with seven credit unions from across the US.

Join Filene in Exploring the Financial Services Gender Gap on June 19

Join Filene in Exploring the Financial Services Gender Gap on June 19

Women in North America and in other countries are still underrepresented in financial leadership roles. That's why we're teaming up with the World Council of Credit Unions to host a one-day colloquium on June 19 at the University of Southern California to look at the leadership opportunities and challenges women face in financial services—specifically in credit unions—and propose industry responses

Providing for Consumers of Tomorrow: A Recap of FinovateSpring 2014

It’s no secret; financial services are evolving each and every day. As has become the expectation, FinovateSpring previewed the latest possibilities for the types of solutions and the delivery mechanisms financial service providers will offer the consumers of tomorrow.  New technology will allow the best financial services firms to meet consumers where they are with faster and more attentive service, improved security and fraud prevention, and the technology to make the process seamless and in some cases, fun and educational.  In San Jose, during two non-stop days, 68 financial technology start-ups delivered live demos to a record-breaking audience.