Through independent research and innovation, the Filene Research Institute explores issues vital to the future of credit unions and consumer finance.

Ideas, Innovation, Implementation

The three i's: Ideas, Innovation, and Implementation.

Filene i3 is a work group of innovative, insightful and energetic credit union professionals who have not yet reached the CEO level, but are in a position with substantial responsibility. This creative group reflects diversity in experiences, credit union positions, geography, and credit union membership. i3ers strive to be transformational leaders in building the future of credit unions and to create new ideas, innovate and implement for the benefit of the credit union industry.

The objectives of Filene i3 include:

  • Identify and evaluate recent credit union innovations which
    • meet member needs/wants
    • lower costs and increase credit union operational efficiencies
    • build member loyalty
    • meet the special needs of member segments
    • enhance credit union effectiveness
  • Develop and implement new innovative ideas which address major issues, problems and opportunities facing credit unions.
  • Identify and evaluate innovations in other organizations which could be adopted by credit unions.
  • Provide a forum for cooperation, collaboration, professional development and industry succession planning.

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Congratulations to the New 2011 i3 Members!

Click here for photos of  Filene i3ers

 

Dana Clark, Assistant Vice President, Frontline Operations, Connex Credit Union (North Haven, CT)

Joline Epple, Director of Marketing , Target Corporation Credit Union (Minneapolis, MN)

Betsy Guerrero, CPA, Chief Financial Officer, Westerra Credit Union (Denver, CO)

Jean Hughes, Senior Vice President, CommunityAmerica Credit Union (Kansas City, MO)

Jennifer Kulkoski, Marketing Director, First Financial Credit Union (Skokie, IL)

Adam Marlowe, Assistant Vice President, Distribution Channels, Georgia’s Own Credit Union (Atlanta, GA)

Josh McAfee, Marketing Director, Leaders Credit Union (Jackson, TN)

Michelle Merkley, CUCE, CCUFC, Director, Marketing & Business Developement, Keystone Federal Credit Union (West Chester, PA)

Sandra Sagehorn-Elliot, Senior Vice President/ Chief Operations Officer, Bellco Credit Union (Greenwood Villa, CO)

Soma Sarkar, Executive Vice President/ Chief Operations Officer, Credit Union of New Jersey (Ewing, NJ)

James Simon, Senior Vice President, Loss & Risk Mitigation, Suncoast Schools Credit Union (Tampa, FL)

Michael Spink, Communications Manager , North Carolina Local Government Federal Credit Union (Raleigh, NC)

Ray Springsteen, Senior Vice President, Fort Knox Credit Union (Radcliff, KY)

Steve Webb, CCUE Chief Operations Officer, Neighbors Credit Union (Baton Rouge, LA)

Jason Werts, Vice President, Member Services, Unitus Community Credit Union (Portland, OR)

Linda Young, Director, Research & Products, Coast Capital Savings (British Columbia, Canada)

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October 2011: New i3 members at big.bright.minds in Kansas City, MO.

 

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October 2011:  The i3 group at big.bright.minds in Kansas City, MO.

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