Quarterly Action Plan

Dive into upcoming research, join conversations on the hottest topics facing the industry and learn more about connecting with industry leaders at Filene events.

April - June 2025

Action Plan

This spring Filene is bringing fresh opportunities for credit unions, and we've packed our Q2 Quarterly Action Plan (QAP) with must-attend events, webinars and research designed to help you stay ahead. Over the next few months we've got you covered whether you're looking to connect with the industry's top experts in tech & innovation, or transform and enhance your financial wellness and/or social media strategies. Don't miss these exciting new opportunities to keep your credit union on track for a successful spring!

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January - March 2025

Action Plan

As we step into 2025, it's time to seize the opportunities of a new year with a clear and actionable strategy. Our Q1 2025 Quarterly Action Plan is your go-to guide for staying ahead, offering a snapshot of the essential resources, groundbreaking research, insightful webinars, and must-attend in-person events we've curated to empower credit union leaders like you. Whether you're looking for fresh insights on generational approaches to financial services or looking for opportunities to connect with your peers at this year's GAC Chair Breakfast, this plan is designed to help you start the year strong and make a lasting impact for your members and communities.

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October - December 2024

Action Plan

Even though 2024 is winding down, Filene’s Q4 Quarterly Action Plan is packed with resources for credit union leaders, including our signature big.bright.minds. 2024 event in San Diego from November 19-21. This member exclusive event will cover topics like Gen Z, leadership, strategy & governance, and innovations in AI, Blockchain, and Payments. Additionally, the next three months will feature webinars on FiLab's 2025 test menu, the impact of losing overdraft protection, and the next generation of member growth.

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July – September 2024

Action Plan

We've got the resources and content to keep you and your credit union up-to-date on the latest topics and issues facing our industry all summer long! If you're looking to get together and collaborate with your peers and industry experts join us at Spark! 2024 in July and/or for those Michiganders looking to engage we're planning to bring the Filene Roadshow to you on August 22nd to discuss all thing future focused for credit unions. In terms of new research coming out over the next three months, keep your eye out for reports on topics like creating a culture of innovation and alternative underwriting solutions for growth, equity and wellbeing!

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Blog | Dec 19, 2024
Artificial Intelligence Strategy and Planning Innovation Financial Well-being Board Governance

Webinar: The Year Behind and the Year Ahead
Review webinar materials from The Year Behind and the Year Ahead hosted December 18th, 2024.

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Webinar: The Year Behind and the Year Ahead