Quarterly Action Plan

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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January – March 2024

Action Plan

We've got a jam-packed agenda for Filene members to help you start the year off right and achieve those 2024 strategic goals! We're kicking things off with our first research report of the year—an exciting new interactive Storymap of Credit Union's Engagement with the Housing Crisis! We've got webinars planned throughout Q1 highlighting everything from Operational Efficiency to AI and Product Innovation. If you're looking to meet with your peers in a warmer climate, we've got our first Roadshow event planned for mid-March in sunny SoCal!

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Quarterly Action Plan