Ben's Speaking Topics

Credit Union Governance

Credit unions are only as strong as their leadership. As fields of membership change and long-serving directors retire, it's essential to formulate governance succession plans. Draw on credit union-specific research from Filene's academic experts to craft this presentation for a board that change, not just react to, its market.

Customer Experience

Why do consumers consistently give credit unions their highest satisfaction scores and yet take their business elsewhere? And, just as importantly, what can credit unions do about it? This session relies on a recent joint research project conducted by Filene and global consultancy McKinsey & Co. Specific areas of focus in the presentation will include: are credit unions over-investing in customer experience initiatives?; What 'moments of truth matter' to consumers?; and How can credit unions leverage high satisfaction levels with more business?

Professional Development Research

Engaged employees are the lifeblood of any credit union, so getting -- and keeping -- the right people on the bus is imperative. This session relies on research from a collaboration between Filene and international consultancy McKinsey & Company. Add to that several recent reports about recruiting, credit union employee engagement, and how to encourage idea sharing for a how-to discussion of keeping people and plans working.

Filene Research Briefs

Each year the Filene Research Institute published approximately 20 research studies on topics ranging from governance and small credit union issues to consumer behavior and public policy issues. A briefing on any of these research topics can be delivered to your group. Please browse our published research or forthcoming research to determine which topic is right for you.