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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 2014 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...

Leadership and Value: Opportunities in Credit Union Board Governance

Warren Buffet once called corporate boards “tail-wagging puppy dogs,” and credit union boards should take that as a caution. Volunteer boards display a broad range of competence and engagement. This candid discussion reflects on several Filene research reports on credit union governance practices and takes aim at both the good...

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...

Filene 25: Insights From the Archives Illuminating the Path Ahead

A fast-paced, energetic presentation covering insights from dozens of fresh research and innovation projects in production at Filene. Access to bright academic minds, financial consulting experts, well-known economists, and industry thought-leaders mean that Filene has developed the world's largest credit union research and innovation library. With 25 years of research...

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...

Member Experience: The Multi-Channel Challenge

Who in your credit union owns the member experience strategy? How do you create harmonious, meaningful experiences for your members? And can you say definitively that you are deliberately creating those experiences? Many credit unions struggle with channel conflict, which creates a negative experience for members. Alternatively, successful credit unions...

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...

Credit Union Differentiation

The credit union difference is well-known to people within the credit union system, but this only represents a small share of the financial services market. Credit unions’ relatively stable market share leads us to ask the following: Why do your members do business with your credit union? Why don't non-members...

Demystifying Innovation

Most barriers to innovation in your organization are self-imposed. This session explains how your credit union can better understand what innovation means in the consumer finance world and what you can to become a more consumer-responsive organization. George shares the processes involved in developing the innovation competency, shares specific innovation...

Filene Research Briefs

Each year Filene Research Institute publishes approximately 20 to 30 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 research projects to determine...