Aug 09 - 10 2021
Research Event / Naples, FL / Monday, August 9, 2021 - Tuesday, August 10, 2021

Cultivating Innovation and Humanizing Technology


The future of financial services is digital. What members expect from their credit union changed in the same moment as new digital-first providers are offering renewed competition. During the pandemic, credit unions showed their creativity and agility to face sudden change. How can credit unions cultivate this innovation competency to harness digital solutions that build trust, expand reach, enhance service, and drive growth?

See more about our event below.

Day 1 (August 9): Mapping the Future of Digital Financial Services

    1:00PM EDTWelcome
    General Session
    Josh Sledge
    1:15PM EDT

    The Future of Digital Transformation for Credit Unions
    Opening Keynote
    Josh Sledge

    1:45PM EDT

    The Future of Digital Transformation for Credit Unions
    Keynote Conversation

    Dr. Bill Maurer

    2:30PM EDTThe Credit Union Difference in a Digital Age
    Fireside Discussion
    3:00PM EDT

    Digitizing Relationship Banking: Opportunities and Risks
    John Janclaes with Nymbus, Chelsea Albers with Posh Technologies, Sean Gaven with American Airlines FCU

    4:00PM EDTMember-Centric Infrastructure: Building for the Future

    Fireside Discussion
    Sarah Szilagyi with CO-OP Financial Services

    4:30PM EDTClosing Thoughts
    Transition to Day 2

    Dr. Jeffrey Robinson

    Day 2 (August 10): Navigating the Future of Digital Financial Services

    In-Person: 7:30AM EDT - 4:15PM EDT
    1:00PM EDT - 5:00PM EDT

    See Day 2 Agenda details here.

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    Filene Hosts
    Bill Maurer
    Bill Maurer
    Dean, School of Social Sciences; Professor, Department of Anthropology and School of Law; Director, Institute for Money, Technology and Financial Inclusion
    University of California, Irvine
    Jeffrey A. Robinson
    Jeffrey A. Robinson
    Associate Professor and Academic Director, The Center for Urban Entrepreneurship & Economic Development
    Rutgers Business School
    Joshua Sledge
    Joshua Sledge
    Senior Director, Incubation
    Filene Research Institute
    Chelsea Albers
    Chelsea Albers
    Head of Business Development
    Posh Technologies
    Sean Gaven
    Sean Gaven
    SVP & CFO
    American Airlines FCU
    Ami Iceman-Haueter
    Ami Iceman-Haueter
    AVP of Research and Digital Experience

    Filene Members

    Registration for Filene events is included with your Innovator, Leader, Visionary or Inner Circle membership.

    Not sure if your organization is a member? Reach out to [email protected] to find out more.

    Hotel Information

    If attending in person, you will have the option to stay at The Ritz-Carlton, Naples Beach Resort or at the The Ritz-Carlton, Naples Golf Resort. Click the link for below for more information

    The room reservation deadline is July, 23, 2021.