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 CDTWelcome
    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 CDTWelcome 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
    Lisa Servon
    Lisa Servon
    Kevin and Erica Penn Presidential Professor and Chair of City and Regional Planning
    University of Pennsylvania Stuart Weitzman School of Design
    Paul Dionne
    Paul Dionne
    Research Project Manager
    Filene Research Institute
    Speakers
    Mina Addo
    Mina Addo
    PhD Candidate
    University of Pennsylvania
    Rudy Bankston
    Rudy Bankston
    Founder
    i am We Coaching and Mentoring
    Linda Bodie
    Linda Bodie
    Chief + Innovator
    Element FCU
    Robin Brulé
    Robin Brulé
    Senior Director, Philanthropic Partnerships
    Filene Research Institute
    Erin Coleman
    Erin Coleman
    Senior Director, Advisory Services
    Filene Research Institute
    Donovan Duncan
    Donovan Duncan
    EVP
    Urban Strategies
    Elizabeth Dunn
    Elizabeth Dunn
    Chief Scientist
    Happy Money
    Mary L. Gray
    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
    Denise Herrera, PhD, MCHES
    Senior Capacity Building Officer
    St. David'sFoundation
    Gigi Hyland
    Gigi Hyland
    Executive Director
    National Credit Union Foundation
    David Klavitter
    David Klavitter
    Chief Marketing Officer
    Ann McMillian
    Ann McMillian
    EVP/Chief Financial Health Officer
    Jonathan Morduch
    Jonathan Morduch
    Professor of Public Policy and Economics
    NYU Wagner Graduate School of Public Service
    Ebony Perkins
    Ebony Perkins
    Director of Investor Relations
    Self-Help Credit Union
    Jill Sammons
    Jill Sammons
    Vice President, Marketing & Brand Strategy
    BCU
    Donna Siejutt
    Donna Siejutt
    Chief Human Resource and Marketing Officer
    Community Choice Credit Union
    Joshua Sledge
    Joshua Sledge
    Senior Director, Incubation
    Filene Research Institute
    Tansley Stearns
    Tansley Stearns
    Chief People and Strategy Officer
    Canvas Credit Union
    Anne Stuhldreher
    Anne Stuhldreher
    Director of Financial Justice
    The City and County of San Francisco
    Dane Worthington
    Dane Worthington
    Director of Economic Opportunity
    Center for Employment Opportunities (CEO)
    Julia Yates
    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.

    APPLY TO CRASH