Presentations

Explore current international research and innovation findings with the dynamic and insightful executives and researchers from the Filene Research Institute. Our knowledgeable professionals are prepared to lecture on a variety of topics.

Interested? Please fill out a Presentation Request Form so we can match you up with the right Filene speaker.

Presenters and areas of expertise:

: Mark Meyer

Discusses Leveraging Cooperative-ness, Consolidation and Collaboration, and Filene Research & Innovation Briefing

: Denise Gabel

Presents Leveraging Consumer Trends to Grow, Filene Innovation Briefing, and Bringing Innovation to Life.

: George Hofheimer

Discusses Credit Union Differentiation, Sustainabilty Strategies, and Filene Research Briefs

: Ben Rogers

Discusses Credit Union Governance, Employee Engagement, and Filene Research Briefs.

: Matt Davis

Discusses The Magic of "Doing", i³ Ideas Pipeline, Bringing the Innovation Compentency to your Credit Union, How Credit Unions can Leverage Social Media....on Almost Any Budget, and Trends in Financial Services Innovations.

: Brent Dixon

Discusses Social Media, Attracting and Retaining Younger Members, Innovation Through Design Thinking, and Web Design.

In addition, some of our most popular presentations include:

Financial Consumers are Speaking and Changing! Are you listening?

Investigate shifting demographics, social trends, and behaviors impacting consumer finance. This discussion provides specific insights on what credit unions must do to remain relevant to members and consumers by utilizing Filene and ethnographic research to describe how the financial services landscape is evolving to meet consumers’ needs.

Strategies for Membership and Asset Growth

Interested in growth? Review current market and economic forces. Explore successful strategies based on Filene research and field work that delves into how credit unions can add new members, deepen relationships, and grow assets. Learn about growing markets that are creating new opportunities and emerging financial services products.

Innovations in Consumer Finance – Exciting Ideas from U.S. & Abroad

Discover new products, services, and business models that are shaping the future of financial services. Utilizing findings from Filene i³ and other researchers, learn about fresh financial service ideas that are being implemented in credit unions and other institutions around the globe.

Briefings on Past, Current, and Future Filene Research Topics

Each year the Filene Research Institute conducts research projects on a wide range of issues. Filene’s executives and researchers are prepared to provide briefings on these project’s key finding and implications for credit unions. A sampling of recently or soon-to-be released research topics includes:

Integrating Sustainability into Your Credit Union’s Strategy
Small Credit Union Successes
Senior Management Team Effectiveness
Serving Consumers of Modest Means
What can U.S. Credit Unions Learn from the Australian Credit Union Taxation Experience?
Young Adult Research with specific focus on 1^st time use of mortgages, auto loans and credit cards

We are receptive to speaking at credit union industry events and welcome the opportunity to facilitate your League, CEO Roundtable, or other dialogue sessions. We also co-sponsor multi-league or regional 1-2 day work sessions that are based on Filene research and innovation topics.