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Filene: The Blog

Clarity of Focus Leads to Opportunity, Growth…and NEW Jobs!

Clarity of Focus Leads to Opportunity, Growth…and NEW Jobs!

During the 13 (yikes) years I've been with Filene, it's been an exhilarating exercise of running toward "the fire."  We've had a modicum of success with this approach and I also came to realize that how we were doing our work wasn't sustainable in the long-run. The issues credit unions and members face continue to grow, meanwhile credit unions' capacity to digest the research continues to shrink.

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Are Millennials in Financial Crisis?

Are Millennials in Financial Crisis?

When I was 25 years old, I was the most financially stressed I had ever been. I had about $20K in student loan debt, $8K in credit card debt, a car note for $12K, monthly rent and utilities, and of course important things like eating to worry about. I was in over my head and did a ton of worrying. To help pay down my debt, I enrolled in a financial seminar at the local church and got a second job.

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A social media countdown for 2016…

A social media countdown for 2016…

‘Tis the season for countdowns and listicles about what 2016 will bring.

Having scoured and digested as many of these as I can take over the past month, here I present to you the three best social media-related articles that I believe accurately predict what's in store for these channels in the year ahead, plus two clear trends I see emerging from all these predictions, and lastly one wish for all of you in the year ahead. My own countdown of sorts...

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At the crossroads of research and innovation

At the crossroads of research and innovation

I was lucky to attend Filene Research Institute’s big.bright.minds event earlier this month as a presenter.  It’s been great to be involved with Filene over the last 10 years. A decade ago, I was honored to be included in Filene’s inaugural i3 (ideas, innovation, implementation) group. Since then, as a credit union executive, we’ve been blazing a lot of new trails with the same concepts I learned as an i3’er.

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5 big bright things from Harvard (number 4 will blow your mind)

5 big bright things from Harvard (number 4 will blow your mind)

big.bright.minds is Filene's annual stakeholder meeting. At this meeting we share what we've worked on the past year, what we have planned for next year and cover a handful of wildcard topics to get our constiuents thinking about the future. Harvard University was our destination this year and the outcomes were special. In this post, I share my 5 top takeaways and how these thoughts may apply to your organization: 

The “Post-Action” Economy

The “Post-Action” Economy

What happens after the “call-to-action” may be more important for brands in social media today.

With the irrefutable changes that the rise of the internet, online shopping, digital communications and social media has affected on our society over the last quarter century, it’s safe to say we have fully transitioned and are living in the world of the new consumer-- empowered, engaged and entrepreneurial.

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Q + A: Reaching Minority Households through Filene’s Incubator

Q + A: Reaching Minority Households through Filene’s Incubator

What is the Reaching Minority Households Incubator?

It’s a multi-year program with support from Visa to understand gaps in financial access for minority households, identify and test solutions to help close these gaps.

Why is this work important?

Minority households are twice as likely to live in asset poverty (inability to access funds to support three months of living expenses) and 50% of households of color are considered un- or underbanked. The gaps to financial access for minority households must be closed. We know successful, local products and programs are having an impact and it is imperative for us to broaden their scope across the country.

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The 11th Hour

The 11th hour, of the 11th day, of the 11th month, 1918. The end of the First World War.  Internationally this is now celebrated each year as reminder to us of all our service men and women who dedicate their lives for their countries. Known as Armistice Day internationally and Veterans Day in the USA, this a time for all of us to reflect on how lucky we are that our forefathers gave their lives, and our family  and friends today continue to still give their lives to fight for modern democracy.

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