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Presentations

Hot topics. Great insights. Edge-of-your-seat speakers. If a picture is worth a thousand words, then a live presentation is worth a thousand pictures (or tweets). We promise fun, fast-paced sessions from our experts that cover the latest research, address specific challenges, and result in clear next steps. Download our 2015 presentations guide here.

101 Credit Union Insights from Filene

A fast-paced, energetic presentation covering insights from dozens of fresh research and innovation projects in production at Filene. With access to bright academic minds, financial consulting experts, well-known economists, and industry thought-leaders, Filene developed the world's largest research and innovation library to draw information that is necessary to make critical...

Adding Value: Research Insights on Credit Union Leadership

Personality matters. Practices and policies matter. Everything is on the table when volunteer boards range from fantastic to complacent, and CEOs can be more interested in how we used to do things than how we need to do things. This candid discussion reflects on several Filene research reports on credit...

Attracting and Engaging the Young Adult Market

Young adults are considered 'the' target market. They're high on the agenda of most credit unions because they are likely to be the future of our consumer base and our lending portfolios. By targeting young adults and generating loyalty, credit unions can create a lasting and profitable relationship with this...

Balancing Member Service with Organizational Efficiency

Throughout the great recession, credit unions have tightened their focus on operational efficiencies. However, cutting costs just to cut costs can have a negative impact both for the culture and for your member. This session dives deep into Filene’s research on the possibilities for impactful and positive operational efficiencies that...

Best Practices in Board Governance

This session is filled with practical tips for improving the effectiveness of your board and its governance process. It draws on three Filene Research Institute studies that Bob authored featuring governance in corporations and in credit unions. The research concluded that textbook advice about governance is often wrong, and almost...

Best Practices in Consumer Lending

Ben explores the secrets of the all-too-rare credit unions that drove sustained consumer loan growth during the Great Recession. Only a tiny minority of credit unions grew loans throughout the downturn, but none had stumbled upon a wholly new product or program. Instead, each was excellent at a handful of...

Better Credit Union Board Recruiting and Succession Planning

One of the biggest challenges affecting the future of credit unions is recruiting quality volunteers to serve as board and supervisory committee members. Being a great credit union volunteer isn’t easy now, and it won’t get easier. Finding and recruiting board and supervisory committee members can’t be left to chance...

Board Governance: Successfully Leading Credit Unions into the Future

The success of credit unions begins with the leadership and vision of the board. Today the challenges facing boards are exploding and multiplying requiring progressive boards to display a broad range of competence and engagement. This session synthesizes several Filene research reports on credit union governance practices and takes aim...

CEO Personality, Organizational Culture, and Getting Results

Your organization's culture is driven from the top down and supported by leaders throughout the organization. Is it suit and ties, buttoned up and serious? Or is it jeans and Birkenstocks with the staff cycling to work? How might these two very different cultures both support successful institutions? Let's explore...

Channel Delivery for Tomorrow

Mobile is changing the game. Branches are here to stay. And who knows which digital wallet tomorrow’s members will use to buy shoes? As the channel delivery debate rages, it’s increasingly clear that credit unions have to build not just a corporate strategy, but a delivery strategy for a financial...