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.

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 the lab* at Filene’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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April – June 2024

Action Plan

Over the next few months, we've got some exciting new content planned that reflects the current needs and challenges that credit unions are facing. Stay tuned for the latest research on topics like Operational Efficiency, Member Engagement Analysis, and The Evolution & Impact of AI in Credit Unions—based off of our most popular webinar from Q1. Due to such high demand for insights on AI we've decided to offer a Part 2 AI webinar in May that you won't want to miss!

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Keep Exploring

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.
Webinar | Jan 15, 2025
Roadmap to Excellence: Understanding Membership Options at Filene
- Josh Koepp
- Joel Hartzler
Explore your member benefits with Filene.
Event | Mar 3, 2025
Filene's Chair Breakfast at GAC
- April Clobes
- Mark Meyer
Washington, D.C.

Save the date for Filene's Chair Breakfast at GAC, our largest member appreciation event annually.

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Quarterly Action Plan

Keep Exploring

Webinar: The Year Behind and the Year Ahead

Roadmap to Excellence: Understanding Membership Options at Filene

Filene's Chair Breakfast at GAC