Lisa Servon
Kevin and Erica Penn Presidential Professor and Chair of City and Regional Planning
University of Pennsylvania Stuart Weitzman School of Design
Apr 27 - 28
2021
Research Event
/ Virtual /
Tuesday, April 27, 2021
- Wednesday, April 28, 2021
Lives Interrupted: Bridging Financial Transitions
Join us for our FIRST event from the Center of Excellence for Consumer Financial Lives in Transition.
This two-day virtual event brings academics, industry experts and leaders from the credit union system together to explore how consumers’ financial lives are changing and what credit unions can do to keep up.
On April 27 - 28, Filene Fellow Lisa Servon will guide us through how to answer the questions: how does health, work and justice affect the lives of so many, and why do these three areas have an outsized potential to financially bankrupt a person or an entire family?
This event is free to Filene Members. Register today!
Tuesday, April 27
| 10:30AM CDT | Welcome General Session | |
| 10:45AM CDT |  | Bridging Financial Transitions Headlining Keynote Lisa Servon |
| 11:15AM CDT |  | Transitioning Work Keynote + Discussion Mary Gray |
| 2:30PM CDT |  | Transitioning Health Keynote + Discussion Mina Addo |
| 4:00PM CDT |  | Transitioning Justice Keynote + Discussion Anne Stuhldreher |
Wednesday, April 28
| 10:30AM CDT | Welcome Back! General Session | |
| 10:45AM CDT |  | Option A: Member Compatibility Workshop Workshop Erin Coleman |
| 10:45AM CDT |  | Option B: Philanthropy in Action: How to Partner and Leverage Resources for Organizational Hurdles Panel Robin Brulé |
| 11:45AM CDT |  | Option B: Fireside Chat with Lisa Servon Chat Lisa Servon |
| 2:30PM CDT |  | Consumer Financial Wellness Panel Josh Sledge |
| 3:45PM CDT |  | Seeing Members' Finances From Near and Far Closing Keynote Jonathan Morduch |
Filene Hosts
Paul Dionne
Research Project Manager
Filene Research Institute
Speakers
Mina Addo
PhD Candidate
University of Pennsylvania
Rudy Bankston
Founder
i am We Coaching and Mentoring
Linda Bodie
Chief + Innovator
Element FCU
Robin Brulé
Senior Director, Philanthropic Partnerships
Filene Research Institute
Erin Coleman
Senior Director, Advisory Services
Filene Research Institute
Donovan Duncan
EVP
Urban Strategies
Elizabeth Dunn
Chief Scientist
Happy Money
Mary L. Gray
Senior Principal Researcher at Microsoft Research and Faculty Associate at Harvard University’s Berkman Klein Center for Internet and Society
Microsoft Research
Denise Herrera, PhD, MCHES
Senior Capacity Building Officer
St. David'sFoundation
Gigi Hyland
Executive Director
National Credit Union Foundation
Jonathan Morduch
Professor of Public Policy and Economics
NYU Wagner Graduate School of Public Service
Ebony Perkins
Director of Investor Relations
Self-Help Credit Union
Jill Sammons
Vice President, Marketing & Brand Strategy
BCU
Donna Siejutt
Chief Human Resource and Marketing Officer
Community Choice Credit Union
Joshua Sledge
Senior Director, Incubation
Filene Research Institute
Tansley Stearns
Chief People and Strategy Officer
Canvas Credit Union
Anne Stuhldreher
Director of Financial Justice
The City and County of San Francisco
Dane Worthington
Director of Economic Opportunity
Center for Employment Opportunities (CEO)
Julia Yates
Consulting Faculty
Whole Health Institute
Filene Members
Registration for Filene events is included with your membership.
Not sure if your organization is a member? Reach out to [email protected] to find out more.
Crash this Event!
Do you, or does an emerging leader at your organization, want to Crash Lives Interrupted: Bridging Financial Transitions?
The application is simple but the experience is career-changing. Learn more and apply today.