Filene Research Institute

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


i3 Members

Eric Acree

Vantage Credit Union | Bridgeton, MO

Flex.One (2005) and My Community Connection (MCC) (2006)

Tom Anonson

Class Act Federal Credit Union | Louisville, KY

Collaboration in the Classroom (2008), LOT$A MOT$A (2007), and Why Co-op? (2009)

Linda Armyn

Bethpage Federal Credit Union | Bethpage, NY

Lifetime Auto Loan (2005), CU PICK 64 (2006), and Virtual Finance (2007)

Shelly Berryman

SchoolsFirst Federal Credit Union | Santa Ana , CA

Equipe Cinq (2010)

Thomas Boos

Billings Federal Credit Union | Billings, MT

Flex.One (2005) and CU PICK 64 (2006)

Thomas Bowen

Money One Federal Credit Union | Largo, MD

Choice Endings (2008), LOT$A MOT$A (2007), and Friends & Benefits (2009)

Corey Bowes

OMISTA Credit Union | Moncton, NB

Equipe Sept (2010)

C. Lee Brice

Desert Schools Federal CU | Phoenix, AZ

Single Again (2008), CU Harmony (2009), and Interest Refund Loan (2008)

Linda Brown

Service 1st Federal Credit Union | Danville, PA

CU 1031 (2006) and Prize-linked Savings (2006)

Jenny Casselman

Greater Nevada Credit Union | Carson City, NV

Hello (2009), Giving CD (2009), and Equipe Un (2010)

Dawn Collins

Mt. Lehman Credit Union | Mt. Lehman, BC

Equipe Sept (2010)

Julie Cosgrove

Affinity Plus Federal Credit Union | St. Paul, MN

Equipe Un (2010)

Mark Coudriet

Xceed Financial Credit Union | , CA

Equipe Six (2010)

Louise Delaney

Salmon Arm Savings and Credit Union | Salmon Arm, BC

Equipe Sept (2010)

Geri Dillingham

North Island Financial Credit Union | San Diego, CA

MatriMoney® (2005) and Always a Member (2006)

Eric Dillon

Servus Credit Union | Edmonton, AB

Hello (2009) and Equipe Deux (2010)

Mary Dolan

Maine State Credit Union | Augusta, ME

The Big Idea (2008), CU Harmony (2009), and Share the Wealth (2009)

Yolanda Draine

First South Credit Union | Bartlett, TN

Equipe Six (2010)

Paul Ebisch

Assemblies of God CU | Springfield, MO

Equipe Six (2010)

Jackie Edwards

Connexus Credit Union | Rothschild, WI

Equipe Cinq (2010)

David Faleski

Coastal Federal Credit Union | Raleigh, NC

Airport Oasis Lounge (2008) and Auto Savings (2007)

Bob Falk

Purdue Employees Federal CU | West Lafayette, IN

Lifetime Auto Loan (2005), Always a Member (2006), and Auto Resource Center (2007)

Steve Fifield

Cyprus Federal Credit Union | West Jordan, UT

Auto Savings (2007), Choice Endings (2008), and Why Co-op? (2009)

Mark Forsyth

National Institutes Of Health FCU | Rockville, MD

Smart Score (2005), Prize-linked Savings (2006), and The Savings Revolution (2007)

Teresa Freeborn

Xceed Financial Credit Union | El Segundo, CA

Lifestyle Lending (2007), Hi 5 (2005), and Always a Member (2006)

Tammy Gallegos

America First Federal Credit Union | Ogden, UT

Collaboration in the Classroom (2008), Debt in Focus (2009), and The Leap (2009)

Laida Garcia

Florida Central Credit Union | Tampa, FL

Hi 5 (2005) and No Excuses Savings Club (2006)

Josette Gauthier

Alterna Savings | Toronto, ON

Equipe Sept (2010)

Tom Gisewhite

MidWest Financial Credit Union | Ann Arbor, MI

Sandwich Generation Recipe (2008) and The Savings Revolution (2007)

Chad Graves

Ent Federal Credit Union | Colorado Springs, CO

First Step Program (2008) and Debt in Focus (2009)

Lori Hall

American Airlines Federal Credit Union | Ft Worth, TX

Auto Savings (2007), Single Again (2008), SimplySave (2009), and Interest Refund Loan (2008)

Elizabeth Hayes

Affinity Plus Federal Credit Union | St. Paul, MN

CU 1031 (2006) and Always a Member (2006)

Matt Henry

Elevations Credit Union | Boulder, CO

Equipe Cinq (2010)

Earl Hodgkins

Carter Federal Credit Union | Minden, LA

Wintegrity (2009), Giving CD (2009), and Equipe Trois (2010)

Francis James

United Teletech Financial Federal CU | Tinton Falls, NJ

Hi 5 (2005) and My Community Connection (MCC) (2006)

Lydia Johnson

Tsawwassen, BC

Jane Kennedy

Utilities Employees Credit Union | Wyomissing, PA

The Big Payoff Loan (2010)

Mike Kenzie

Patriot Federal Credit Union | Chambersburg, PA

Equipe Cinq (2010)

Paul Kirkbride

Unitus Community Credit Union | Portland, OR

The Big Payoff Loan (2010)

Jeff Kline

Members Develoment Company | Austin, TX

Flex.One (2005) and Always a Member (2006)

Steve Koenen

Altra Federal Credit Union | Onalaska, WI

Unite (2008), Virtual Finance (2007), and SimplySave (2009)

Karin Kovalovsky

Air Academy Federal Credit Union | Colorado Springs, CO

LOT$A MOT$A (2007), Unite (2008), SimplySave (2009), and Interest Refund Loan (2008)

Lisa Landt

First Entertainment Credit Union | Hollywood, CA

Smart Score (2005), No Excuses Savings Club (2006), and LOT$A MOT$A (2007)

Todd Lindemann

Mountain America Credit Union | West Jordan, UT

CU 1031 (2006) and Decision Point (2006)

Todd Marksberry

Delta Community Credit Union | Atlanta, GA

Community Impact Center (2007) and CU Harmony (2009)

Tamela Meade

American Airlines Federal Credit Union | Fort Worth, TX

The Big Payoff Loan (2010)

C. J. Meyers

Teachers Federal Credit Union | Farmingville, NY

Peace of Mind Auto Loan (2009), The Leap (2009), and Equipe Deux (2010)

Jim Miles

MidFirst Credit Union, Inc. | Franklin, OH

MatriMoney® (2005) and CU PICK 64 (2006)

Tim Mislansky

Wright-Patt Credit Union, Inc. | Fairborn, OH

Auto Savings (2007), The Big Idea (2008), and Why Co-op? (2009)

Toni Montgomery

AmeriChoice Federal Credit Union | Mechanicsburg, PA

Equipe Trois (2010)

Ben Morales

Washington State Employees Credit Union | Olympia, WA

Hi 5 (2005) and CU PICK 64 (2006)

Bob Morgan

NorthCountry Federal Credit Union | South Burlington, VT

Wintegrity (2009), Responsible Rent Loan (2009), and Equipe Un (2010)

Michael Murphy

Motorola Employees Credit Union | Schaumburg, IL

Lifetime Auto Loan (2005), Decision Point (2006), and Auto Savings (2007)

Dwayne Naylor

Langley Federal Credit Union | Newport News, VA

Smart Score (2005), Always a Member (2006), and Community Impact Center (2007)

Kelley Parks

Call Federal Credit Union | Richmond, VA

Wintegrity (2009), The Leap (2009), and Equipe Deux (2010)

Peter Paulson

Corporate America Family CU | Elgin, IL

CU 1031 (2006) and iNForm (2006)

Jason Peach

West Community Credit Union | O'Fallon, MO

Wintegrity (2009), Share the Wealth (2009), and Equipe Un (2010)

Chris Phillips

Land Of Lincoln Credit Union | Decatur, IL

The Big Payoff Loan (2010)

C. J. Presto

Baxter Credit Union | Vernon Hills, IL

Equipe Six (2010)

Lisa Randall

Vermont Federal Credit Union | Burlington, VT

Equipe Cinq (2010)

Lisa Renner

CU Holding Company, LLC (Mazuma Credit Union) | Lenexa, KS

Community Impact Center (2007), The Big Idea (2008), Why Co-op? (2009), and Interest Refund Loan (2008)

Jon Reske

UMass Five College Federal Credit Union | Hadley, MA

Peace of Mind Auto Loan (2009), Giving CD (2009), and Equipe Un (2010)

Brandon Riechers

Royal Credit Union | Eau Claire, WI

Wintegrity (2009), CUBE (2009), and Equipe Deux (2010)

Charlie Roberts

State Department Federal Credit Union | Alexandria, VA

Hello (2009), Share the Wealth (2009), and Equipe Trois (2010)

Nathan Saller

Bellwether Community Credit Union | Manchester, NH

CU 1031 (2006), CU PICK 64 (2006), and Lifestyle Lending (2007)

Ginger Salt

Truliant Federal Credit Union | Winston-Salem, NC

Peace of Mind Auto Loan (2009), Responsible Rent Loan (2009), and Equipe Deux (2010)

Mark Sekula

Randolph-Brooks Federal CU | Universal, TX

Hi 5 (2005) and iNForm (2006)

Trish Shermot

CTCE Federal Credit Union | Reading, PA

Choice Endings (2008), Green Feat Rewards (2009), and Giving CD (2009)

Susan Siegel

Sunmark Federal Credit Union | Schenectady, NY

MatriMoney® (2005)

Phil Smith

Public Service Credit Union | Denver, CO

Lifestyle Lending (2007), MoneyWorks (2005), and Prize-linked Savings (2006)

David Snodgrass

Affinity Federal Credit Union | Basking Ridge, NJ

Airport Oasis Lounge (2008), Women: A Strategy for Success (2007), and Hello (2009)

Troy Stang

Credit Union Association of Oregon | Beaverton, OR

Airport Oasis Lounge (2008) and Community Impact Center (2007)

Richard Syme

America First Federal Credit Union | Ogden, UT

CU 1031 (2006) and My Community Connection (MCC) (2006)

Jean Theis

Motorola Employees Credit Union | Schaumburg, IL

Choice Endings (2008), Women: A Strategy for Success (2007), and Debt in Focus (2009)

Doug True

FORUM Credit Union | Indianapolis, IN

MoneyWorks (2005) and Always a Member (2006)

Domenic Vinci

Interior Savings Credit Union | Kelowna, BC

Equipe Sept (2010)

Kim Vu

Technology Credit Union | San Jose, CA

Auto Savings (2007), First Step Program (2008), and Green Feat Rewards (2009)

Alison Wolf

FAA Credit Union | Oklahoma City, OK

Equipe Six (2010)

Jeff York

CoastHills Federal Credit Union | Lompoc, CA

MoneyWorks (2005) and iNForm (2006)