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Filene’s biggest annual member event is bringing the most innovative credit unions face to face with the brightest minds in the industry on December 4th (Annual Member Meeting), 5th and 6th in Scottsdale, AZ. This year our speakers will explore Network Effects and how credit unions can successfully use the power of their community, cooperative models, and members to create virtuous cycles of growth. As the cooperative network grows, benefits increase exponentially, leading to higher levels of differentiation—making it easier for credit unions to attract more members and grow. 

Join us as we explore different ways to share research and insights from each of our Centers of Excellence and discuss ways the power of networks can help scale and accelerate impact.

The Filene Room Block has now closed -- if your plans have changed and you need to cancel your hotel / registration please email [email protected] so we can extend to our waiting list. Due to high demand we have added a virtual attendance option! This event is free for Innovator-level Filene members and above. Not sure what your membership status is? Visit your account portal or contact us at [email protected].

Sessions & Speakers (see agenda below)

Annual Member Meeting & i3 Science Fair

• Filene CEO Mark Meyer, board chair Keith Sultemeier of Kinecta FCU, President/CEO of GoWest Credit Union Association Troy Stang and Filene research fellows will discuss how 2023 brought us to the brink of the credit union renaissance. A time of exploration of where credit unions came from, and an opportunity to build on unique strengths around humanism, innovation and transformation. Filene will also give its outlook on the research and resources underway in year ahead that will enable credit unions to leverage these strengths to grow and improve member value. Join us for a networking reception before the meeting to hear the latest prototype concepts from Filene i3.

Session 1 - Entrepreneurial Mindset as a Driver of Growth, Dr. Cheryl Kiser, The Institute for Social Innovation

• Cheryl has a long-standing reputation as a positive disruptor and lives by the mantra, “Find a way to say yes.” She has an uncanny ability to connect people, resources, and ideas in a way that catalyzes change. Dr. Kiser’s session will guide participants through the process of creating social and economic value simultaneously using an entrepreneurial mindset.

Session 2 - Future Ready: Roadmaps to Success, Filene Fellow Dr. Amy Hillman, Center for Leadership, Strategy & Governance, and Filene Fellow Dr. Lamont Black, Center for the Credit Union of the Future

• Financial services are in a state of flux, with credit unions facing a market environment characterized by constant change - driven both by new innovations and rapid disruption. Dr. Hillman and Dr. Black will introduce their respective centers Leadership, Strategy & Governance and the Credit Union of the Future. They will share their roadmaps on how credit unions can align their organization both internally and externally to thrive now and in the future.

Session 3 - The Belonging Case vs. the Business Case for ERGs, Filene Fellow Dr. Quinetta Roberson, Center for DEI

• Many credit unions operate employee resource groups (ERGs), also called business resource groups (BRGs), with the goals of leveraging diverse insights to drive business goals and supporting team members. Drawing from interviews with credit union leaders and surveys of ERG participants, Dr. Roberson shares new insights about the value for ERGs in credit unions. Join this session to learn how to use this business practice to enable change in your organization!

Session 4 - Moving at the Speed of Trust: Expanding Impact through Local Networks, Filene Fellow Dr. Lisa Servon, Center for Consumer Financial Lives in Transition, with panel

• Join Dr. Lisa Servon and Megan Snyder as they briefly explore the different ways credit unions are partnering with local organizations and other credit unions to best provide financial services to underserved members in their communities. Learn the ins and outs of what you should consider if you want to create similar community partnerships, including: challenges and opportunities, expected and unexpected outcomes, lessons and wins, and stories of impact and growth.

Session 5 - The Path To Behavior Change, Jean Chatzky, HerMoney Media

• An increase in savings, a decrease in debt, and a renewed sense of clarity and control. These are just a few of the positive outcomes Jean Chatzky and the HerMoney team consistently hear about, and track, from the people in its financial coaching program. The path to financial wellness starts with access to financial education, but turning that information into action isn’t easy to do on one’s own. Join Chatzky as she shares the methodology behind her coaching program and how credit unions can leverage a similar approach with their members.

Session 6 - Putting the Member at the Center of Service, Kasey Stinson, Co-op Solutions

• For the past three years, Co-op has conducted significant market research on behalf of credit unions, working in conjunction with partners such as EY, Mastercard and Filene. In this session, Samantha Paxson will summarize the leading insights of this body of research, and share in particular the growth strategies for credit unions Co-op recommends based on its most recent research. Paxson will also preview the key objectives for Co-op’s 2024 research, which will emphasize the “how to” of credit unions adopting a service model that puts the member at the center.

Session 7 - Exploring Credit Unions' Innovative Approaches to Pressing Challenges, Filene Fellow Dr. Jeffrey Robinson, Center for Innovation & Incubation

• Getting to innovation isn't easy. What are the pros and cons of different approaches to innovation? Join Dr. Jeffrey Robinson as he explores different ways credit unions are pursuing innovation in their organizations, and demonstrates the importance of infusing innovation into your culture. Hear a panel of credit union leaders talk about how they are driving innovation in their own organizations.

Session 8 - Top 3 Prototypes from Filene i3

• The top three teams from our i3 Science Fair Monday evening will pitch their latest projects, one of which may just be the next big credit union idea!
  

Session 9 - Credit Unions Building Community Resilience, Filene Fellow Dr. Mai Nguyen, Center for Community Social Impact

• Join Dr. Mai Nguyen as she explores different ways credit unions are building resilience in the communities they serve. A global pandemic, hurricanes, wildfires, and record temperatures are just the latest examples of recent disasters. Learn how you can play a critical role in supporting your own community before, during, and after hardships.

Session 10 - The Lab: Readout & What’s Next, Filene's Megan Freshour

• Rapid innovation allows credit unions to respond quickly to market disruptions, quickly gather insights to move forward or fail fast. Credit unions across the country have joined the Lab to rapidly iterate and test the effectiveness of new products and service. Megan will highlight the results and findings of the first four tests, Subscription Models, Rethinking Physical Space, Ignite Sales and Pocketnest. We will also highlight our new fintech partners and the testing agenda for 2024.

Session 11 - Deposit Growth: Insights from Shared Data Model, Filene Fellow Dr. Cheri Speier-Pero, Center for Data Analytics

• Filene and Trellance have partnered to create CUDX – a credit union data exchange that will enable credit unions to easily and cooperatively share data for better outcomes. Under the leadership of Filene Fellow Dr. Cheri Speier-Pero, MSUFCU, Kinecta and MAPs have partnered together to share their data to determine what’s the next best offer to present to your members. Learn first-hand how the collaboration operated and get a sneak peak at early results.

Session 12 - The Changing Landscape of Indirect Origination and What it Means for Credit Unions, Tony Boutelle, Origence

• The paradigm shift of retail automotive purchases moving from showrooms to online environments was well on its way before the 2020 COVID crisis. What has changed since the early days of the global pandemic? Together, we’ll break down the essential factors, what this means for your credit union moving forward, and more. Attend Origence's session to learn how to position your credit union for a bright future in the indirect lending market.

Session 13 - Net-worth and the impact on member loyalty and credit union success, Joseph Niehaus, Jefferies | The CUFS Group

• Credit Union net-worth is an important lever credit unions can pull to deepen member loyalty and drive member engagement. Join Joseph Niehaus as he outlines: Capital (net-worth) trends in CUs vs. banks; Allocating net-worth and understanding net-worth at the enterprise, product and member levels; and the Role of efficient net-worth in determining CU success and impact on Corporate Social Responsibility.

Session 14- Small Business Outlook: A New Channel for Growth, John Janclaes, Nymbus CUSO & Filene's Taylor Nelms

• There were more new small businesses created in 2021 and 2022 in the U.S. than at any other point in recent history—an explosion in entrepreneurship driven, in part, by a growing number of freelancers, independent workers, and online storefronts. These small businesses and entrepreneurs offer opportunities for credit unions. What do small businesses need from credit unions, and how can credit unions better serve them through innovative partnerships? Join John Janclaes, President of Nymbus CUSO, and Taylor Nelms, Filene’s Senior Director of Market Insights & Advisory Services, as they explore the changing small business market and lay out a new strategy for credit unions to leverage small business relationships to grow members, deposits, revenue, and community impact.

Session 15 - Member Voice: A New Way to Understand Member Needs, Attitudes, and Behaviors, Filene's Taylor Nelms and Caroline Vahrenkamp

• Improving member experience is a top priority.  Identifying credit union members’ needs, attitudes and behaviors, Member Voice gives credit unions powerful insights into WHY a member is behaving the way they do. Taylor and Caroline will talk about the different member segments, why they matter, and how they can be used by your credit union.

Session 16 - Special Session: Seeing Forward with A Look Back , Filene Fellow Dr. Bill Maurer, Center for Emerging Technology, with Dr. Cheri Speier-Pero and Filene's Christie Kimbell

• Join us for a quick look-back on Filene’s two centers - Emerging Tech and Data Analytics and the Future of Financial Services. Both centers sunset in 2023 – and both of these centers have laid a strong foundation for our newly launching centers. Please join us in celebrating our Fellows and the impact of their research on credit unions.

Agenda at a Glance

Monday, December 4

Tuesday, December 5

Wednesday, December 6