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James Marshall

Manager, The Cooperative Trust

Biography

James is the Manager of The Cooperative Trust, a grassroots community of young people who work in credit unions and cooperatives founded by Filene. He focuses on bringing sustainability and longevity of the Trust as well as increasing its profile as it moves into the next stages of development.

Before joining Filene and the Trust, James was the Marketing Manager at Plane Saver Credit Union in London, one of the largest credit unions in the UK. He worked on a variety of projects and campaigns based on increasing the membership base of the credit union and loan application targets. Specializing in branding, social media, and marketing strategies, James successfully used these mediums to aid in reaching the company’s membership recruitment and lending loan targets consistently over the past three years.

As an active member of The Cooperative Trust, James Crashed the GAC in 2013 and was a finalist for the Credit Union Foundation's Tracy Slane Award. He graduated from St. Mary's University College of the University of Surrey with an Upper Second Class Honors in Management Studies. Currently studying for an MA in Marketing at Durham University, James is also looking to graduate and then go on to gain Associate status at the Chartered Institute of Marketing (ACIM status).

In his spare time, James has been spotted rowing crew on the Thames for Twickenham Rowing Club as well as playing drums for his band at some of London’s most recognizable and established music venues.

Crash the GAC 2016

It was 6 years ago, as Facebook pointed out via a "memory of this day" to my colleague George Hofheimer, that the Crashers first crashed the CUNA GAC. That was back in the day when crashing was a little less sophisticated than it is today (sleeping in hostels and whatnot!), the...

Gen Y vs Gen Z: Understanding Key Differences

While engaging Gen Y has been a priority for credit unions in the last 10 years, it’s not too early to start thinking about capturing 'Gen Zers' as loyal members. Gen Z is made up of millions of Americans born in the mid 2000s to present day. Recognizing their importance...

The 11th Hour

The 11th hour, of the 11th day, of the 11th month, 1918. The end of the First World War.  Internationally this is now celebrated each year as reminder to us of all our service men and women who dedicate their lives for their countries. Known as Armistice Day internationally and...

Millennials as Entrepreneurs

Filene has 11 (plus!) years of research on young adults and millennials, a recent publication entitled: ‘What Millennials Want’ (which explains… well… what millennials want) gives great insight into the future of, what is today, the largest generation. We all know millennials are important, but serving the diverse needs of...

Are Credit Unions Doing Enough to Help Young Entrepreneurs?

For years credit unions have pursued the goal of “getting younger”—and for good reason. With the average credit union member’s age hovering in the late 40s, Gen Y (18–35-year-olds) represents a prime opportunity for credit unions to continue the legacy of cooperative finance among newer generations. However, focused initiatives are...

Coming of Age: Young Adults in 2015

It's predicted by 2025 three out of every four workers globally will be millennials. By now, a majority of credit unions understand the importance of engaging young adults. But how? From innovative to simple, there are numerous strategies at your disposal to grow young adult membership. At the core of any...

Student Lending: Challenges and Opportunities for Credit Unions

College graduation brings joy. It also comes with a price—a very expensive one. This is especially true for those students who rely on loans to finance their college tuition, books, and housing. In fact, the average borrower will graduate with $26,600 of student debt.  While federal and private student lending programs expand access to college for many...

Young Adult Retirement Planning: Do We Have a Future?

This brief is only on the web and not published in the traditional PDF format. Once you sign in to read it, you can navigate by clicking the chapter links at the bottom of the page. With retirement planning not at the forefront of people’s minds, will our members be...