Apr 28 - 29
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 |
1:00PM | Steve Gotz Human/Digital Banking: A New Hope for the 21st Century Keynote | |
1:30PM | ![]() | Taylor C. Nelms Updates Discussion |
2:00PM | ![]() | Kelsey Crouch Storytelling in a Business Setting |
DAY 2 - Wednesday, April 29, 2020
11:00AM CST - 2:00PM CST
11:00AM CST | ![]() | Taylor C. Nelms Welcome Back Opening Remarks |
11:05AM | ![]() | Dennis Campbell Executive Education Workshop Workshop |
12:30PM | ![]() | Nikhil Lakhanpal Digital Value: Real-World Examples on How to Win Members & Deposits by Differentiating on Experience General Session |
1:15PM | ![]() | Michelle Shell Structuring Digital Experiences to Improve Member Engagement Closing Keynote |
1:45PM | ![]() | Taylor C. Nelms Closing Remarks |
2:15PM | ![]() | Kelsey Crouch Storytelling in a Business Setting |
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
Dwight P. Robinson, Jr. Professor of Business Administration
Harvard Business School

Mark Meyer
President + CEO
Filene Research Institute

Taylor C. Nelms
Senior Director, Research
Filene Research Institute
Speakers

Kelsey Crouch
Communication & Performance Coach
Kelsey Crouch
Steve Gotz
Partner
Silicon Foundry

Nikhil Lakhanpal
Co-Founder
Narmi

Michelle Shell
Doctoral Candidate
Harvard Business School
COVID-19 UPDATE
This event will be held virtually.
Participation details will be shared no later than 2 weeks prior to event.
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.
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.