Aug 18 2020
Incubation / Virtual Event / Tuesday, August 18, 2020 at 10:00am - 3:30pm

Exploring New and Novel Ideas

There are many things that will be forever changed about the financial services industry as a result of the COVID-19 crisis. One reality that has become clear: credit unions need strategies and plans to move faster to adapt to changes in consumer needs and evolving economic and environmental conditions. Idea innovation and testing through incubation are proven successful methods.

Filene invites you to join us for an event that is all about action. Putting research into action for your organization. This event will help put your thoughts, ideas, strategies and mission statements into action.

By attending, you will gain access to:

  • New ideas around reducing risk, higher result ways to grow your credit union, and simple methods for testing what work best for you.
  • Results of primary-research testing on products that generate greater member financial well-being.
  • Solutions based in fintech for your credit union’s challenges that will give you a competitive advantage.

We’ll share insights from our proven methodology and a 15+ year successful track record of identifying, testing and scaling the best solutions to support credit union growth and the financial well-being of consumers.

10:00AMGeneral Session
Welcome

10:15AMKeynote

The Origins of Breakthroughs:

New ideas that change the credit union landscape all have a story to tell. Sometimes the journey to success requires innovation, testing and overcoming hurdles. Learn about the origin stories of leading Credit Union Service Organizations (CUSOs), CO-OP Financial Services, CU Direct, Credit Union Student Choice and PSCU of how their ideas to turned into big impact.
10:45AMGeneral Session

Supporting the Most Vulnerable Members in Your Community:

Learn about successful Filene Incubators that generate the greatest impact for credit union members, improve member financial well-being and fuel the credit union difference. Explore how Filene and its partners are supporting credit unions scale ideas like Individual Taxpayer Identification Number (ITIN) Lending and learn how to take action with free resources.

11:30AMGeneral Session
Testing the Next Generation of Fintech Solutions:

Learn about successful Filene Incubator tests that address challenges facing credit unions and how to grow and create a competitive advantage. Explore how credit unions are supporting the gig economy and review Filene and CMFG Venture’s Fintech Catalyst Incubator. Here you will learn more about the testing results of Steady, a fintech solution that connects consumers to income generating opportunities.

1:00PMPanel

Explore and Reduce the Risk for the Most Pressing Credit Union and Member Needs Part 1 – Fee Income Replacement and New Revenue:

A panel of credit union leaders and industry representatives will discuss emerging challenges and solutions around fee income replacement and new revenue sources for credit unions. Innovative ideas from event participants will be shared and reviewed in real time by the panelists.

2:15PM

Panel
Explore and Reduce the Risk for the Most Pressing Credit Union and Member Needs Part 2 – New Delivery Channels:
A panel of credit union leaders and industry representatives will discuss emerging challenges and solutions around new delivery channels for credit unions. Innovative ideas from event participants will be shared and reviewed in real time by the panelists.

3:15PMClosing Remarks

The Future of the Incubator:
Reduce the front-end risk of trying new ideas and meet the needs of a rapidly changing environment.
Learn how to participate and take action in Filene’s Incubator.


Speakers
Aman Boyd
Aman Boyd
Vice President
Alliant Credit Union
Erin Coleman
Erin Coleman
Senior Director, Advisory Services
Filene Research Institute
Steve Gotz
Steve Gotz
Partner
Silicon Foundry
Joe Heck
Joe Heck
Head of Partnerships
Happy Money
Megan Jackson
Megan Jackson
Incubator Manager
Filene Research Institute
Benjamin Nevas
Benjamin Nevas
Product Specialist
LogMeIn
Aaron Palmer
Aaron Palmer
Chief Revenue Officer
TwinStar Credit Union
Devon Powers
Devon Powers
Associate Professor
Temple University
Ozgur Uzuner
Ozgur Uzuner
Chief Operating Officer
Steady

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