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Research & Thinking
Research & Thinking
Big Questions We're Asking

Find answers to the questions that drive our research

How can innovation lead to growth?

How does a hybrid work arrangement impact culture?

What are the legal and ethical considerations for using AI?

Topics in Action

Hybrid Workforce

Innovation

Culture

Benchmarking and Key Performance Indicators

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Blogs

Stay up-to-date with all things Filene by following our blog—offering a collection of recent and relevant topics that matter most to the industry.

Research Reports

Access cutting-edge research to increase your learning and transform your organization.

Quarterly Action Plans

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

Podcasts

A podcast series that will fill you in on what's going on at Filene Research Institute and out and about in the financial services world surrounding industry topics.

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Centers of Excellence

Access cutting-edge research to increase your learning and transform your organization.

Consumer Financial Lives in Transition

Community Social Impact

Credit Union of the Future

Data Analytics & the Future of Financial Services

Diversity, Equity & Inclusion

Emerging Technology

Innovation & Incubation

Leadership, Strategy & Governance
The Asterisk

While “research” will always be our middle name, we’ve since evolved to be so much more. The Asterisk gives you a peek into this process.
Events & Webinars
Programs & Services
Programs & Services

All Programs & Services

Advisory programs and services are rooted in research, based on real consumer need, tested in the market, and ready for action. They offer real solutions for your credit union.
Programs & Services
Advisory Services

Spark change in your organization through personalized Advisory Services that offer end-to-end innovation training and Commissioned Research that will drive lasting and impactful change for your organization.

Member Voice

Commissioned Research

Innovation Groups

Speaking and Strategy

HerMoney

HerMoney and Filene are offering qualifying Filene Members a new benefit to deepen member engagement through go-to-market ready content.
Incubator

Programs and services built from Filene’s proven methodology and a 15+ year successful track record of identifying, testing and scaling the best solutions.

The Lab

Identify and implement proven solutions faster. Fuel your organization’s growth. Amplify your impact in the community. The Lab at Filene gets you answers to the questions that matter most.

Test with us

Testing Communities

The Lab at Filene

The Racial Economic Equity Incubator

The Entrepreneurial Ecosystems (EE) Incubator

DIY

ITIN Lending Program

Small Business Lending & Independent Workers Resource Guide
Community
Community
Cooperative Trust

The Cooperative Trust provides opportunities for rising credit union talent—specifically, young and emerging professionals.

Crash Course

Crash Applications

Join the Trust

Filene i3

Filene's i3 is a community of over 325 leaders and change-makers working across the North American credit union system and beyond.

i3 Community

i3 Concepts

i3 Application
Think Tank

Filene's Think Tank connects influential CEOs and senior executives to drive Filene's research and incubation agenda.

Inner circle

Filene's Inner Circle supports the credit union industry’s research agenda through the funding of six research Centers of Excellence.

Supporters

We at Filene are extremely grateful to the many individuals and organizations whose financial contributions and enthusiastic support make our work possible.
Join Us / Membership

Your membership connects you to high-performing, forward thinking credit unions dedicated to innovation and improving lives.
Member Benefits
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About

Strengthening organizations through innovative research and incubation

On a mission to improve consumer financial well-being with cutting-edge insights, innovative solution testing, advisory and custom support, and connections formed through events and communities, Filene helps credit unions think forward and change lives.
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Annual Report

Filene Research Institute strengthens credit unions through innovative research and incubation, with a mission to improve consumer financial well-being.

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Think Tank

Filene's Think Tank serves as one arm of the Research and Incubation Advisory Council connecting a group of influential CEOs and senior executives from credit unions and credit union system organizations to Filene’s research and incubation agenda and activities.

Think Tank

Leo Ardine President + CEO at United Teletech Financial FCU
Curtis Baker SVP + Chief Lending Officer at Langley FCU
David Birky EVP Chief Strategy Officer at Interra Credit Union
Thomas Boos President + CEO at Billings FCU
Kate Brennan Chief Operating Office at Spectra Credit Union
Laura Campbell President + CEO at Farmers Insurance Group Federal Credit Union
Christine Cordell SVP of Organizational Effectiveness at Hiway Federal Credit Union
Victor Corro CEO at Coopera Consulting
Andrew Downin Innovation Director at Filene Research Institute
Amy Fuller SVP Strategic Development at Cornerstone League
Angela Hanson President at Heartland Credit Union
David Klavitter Chief Marketing Officer at Dupaco Community Credit Union
Edwin Mach Director, Board of Directors at Meriwest Credit Union
Ann McMillian EVP/Chief Financial Health Officer at IH Mississippi Valley Credit Union
Tim Mislansky President & CEO at Wright-Patt Credit Union
Bob Morgan CEO at NorthCountry FCU
Jason Osterhage President & CEO at Teachers Credit Union
Stephen Pagenstecher Chief Operations Officer at Point West Credit Union
Aaron Palmer Chief Revenue Officer at TwinStar Credit Union
Kamela Pancroft SVP of People and Planning at Credit Union of Colorado
Peter Paulson President/CEO at Corporate America Family CU
Gary Perez President/CEO at USC Credit Union
William (Bill) Peters COO at TAPCO Credit Union
Richard Romero President/CEO at Seattle Credit Union
Renée Sattiewhite President/CEO at AACUC
Michael Spink SVP, Research + Development at Civic Federal Credit Union
Mary Beth Spuck CEO at Resource One Credit Union
Alice Stevens VP, Consumer Lending, Credit Analysis and Product Innovation at VyStar Credit Union
Gregg Tushaus Chief Technology and Strategy Officer at Corporate Central Credit Union
Jacque Valdez SVP, Member Experience and Operations at GECU
Brooke Van Vleet President/CEO at InRoads Credit Union
Ryan Zilker SVP/CMO at Sound Credit Union

Our Membership

Unlock the future with Filene membership

With ideas, truth and cooperation at the core, Filene provides exclusive access to an innovative community, unbiased research and tools to put ideas into action.

What does membership include? Am I a Member?

If we can fund the research that will benefit all credit unions, it will be beneficial for all members. Our relationship with Filene has helped us move our efforts forward as well as the movement.

Merry Pateuk

SVP, Industry Engagement
PSCU

Research & Thinking
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