Apr 28 2020
Research Event / Virtual / Tuesday, April 28, 2020 at 11:00am - Wednesday, April 29, 2020 at 2:00pm

The New Credit Union Experience

Research Event | Business Strategy

This event is SOLD OUT!

What you do now sets the stage for how members will think of the credit union experience long after this crisis is over. On April 28 – 29, Filene brings our research from the Center of Excellence for Business Strategy to you one final time to tackle the biggest factors impacting member experience and service excellence.  

Please join us for a virtual and interactive event to dive into designing, producing, managing and implementing impactful experiences for your members. All registrants will get information on how to connect virtually prior to April 28.

See a detailed agenda here.

DAY 1 - Tuesday, April 28, 2020         

11:00AM CST - 2:30PM CST

    
11:00AM
CST
Mark Meyer
Opening Remarks
11:05AM

Dennis Campbell
Member Experience & Service Excellence in Credit Unions
Opening Keynote

1:00PMSteve Gotz
Human/Digital Banking: A New Hope for the 21st Century
Keynote
1:30PM
Taylor C. Nelms
Updates

Discussion
2:00PMKelsey Crouch

Storytelling in a Business Setting
Optional Learning Workshop


DAY 2 - Wednesday, April 29, 2020      

11:00AM CST - 2:00PM CST


11:00AM
CST
Taylor C. Nelms
Welcome Back

Opening Remarks
11:05AMDennis Campbell
Executive Education Workshop
Workshop
12:30PMNikhil Lakhanpal
Digital Value: Real-World Examples on How to Win Members & Deposits by Differentiating on Experience
General Session

1:15PMMichelle Shell
Structuring Digital Experiences to Improve Member Engagement
Closing Keynote
1:45PMTaylor C. Nelms
Closing Remarks

2:15PMKelsey Crouch

Storytelling in a Business Setting
Optional Learning Workshop

Additional materials and access to videos will be provided post-event. Make sure to register today!

This event is great for CEOs and Lending and Marketing leaders. 

Filene Hosts
Dennis Campbell
Dennis Campbell
Dwight P. Robinson, Jr. Professor of Business Administration
Harvard Business School
Mark Meyer
Mark Meyer
President + CEO
Filene Research Institute
Taylor C. Nelms
Taylor C. Nelms
Senior Director, Research
Filene Research Institute
Speakers
Kelsey Crouch
Kelsey Crouch
Communication & Performance Coach
Kelsey Crouch
Steve Gotz
Steve Gotz
Partner
Silicon Foundry
Nikhil Lakhanpal
Nikhil Lakhanpal
Co-Founder
Narmi
Michelle Shell
Michelle Shell
Doctoral Candidate
Harvard Business School

COVID-19 UPDATE

This event will be held virtually.

COVID-19 UPDATE

Participation details will be shared no later than 2 weeks prior to event.

Agenda

View the detailed agenda here.

AGENDA

Center for Organizational Entrepreneurship

Led by Filene Fellow, Dennis Campbell, the Center for Organizational Entrepreneurship evaluates cooperative strategies to give credit unions a competitive advantage and a business model based on innovation to drive long-term success.

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Pricing

This event is free to Filene members.

Directions

This event will be held virtually.

Participation details will be shared no later than 2 weeks prior to event.

Diamonds