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Roadshow |
Financial Well-being

Filene Summer Roadshow: The Future Of...

MD|DC Credit Union Association, 7021 Columbia Gateway Drive, Columbia MD 21046

Filene is hitting the road to bring the latest research where it matters most, your backyard!

Speakers

  • Jean Chatzky CEO & Co-Founder at HerMoney
  • Mark Alguard President at Momentum
  • Shanthi Shanmugam CEO + Co-Founder at Casap
  • Alexey Krasnoriadtsev CEO at boucoup
  • Corrin Maier Vice President of the Lending Business Segment at TruStage


Registration for this event has closed

Filene is hitting the road to bring the latest research where it matters most, your backyard!

We all know there is more value in gathering in three dimensions, but with overbooked flights and long travel days, it's hard to make the time. Filene is taking the hassle of flight delays and long layovers off the table by bringing our research on the road in our series of Filene Roadshows!

Join us on Thursday, July 24th, 2025 for this exclusive opportunity to engage directly with Jean Chatzky, CEO and Co-Founder of HerMoney. Jean is a former financial editor of NBC’s TODAY Show, bestselling author, award-winning personal finance journalist and advisor to major media companies & financial firms who will help us navigate the complex world of creating a successful financial life for our members. We are packing in a full afternoon of brain food that will leave you ready to turn insights into action back at your organization.

This event is complimentary to attend.

Agenda
11:30am - 12:15pmWelcome Lunch
12:15pm-12:30pmIntroductions
12:30pm-1:15pmThe Future of Credit Unions: Emerging Trends and Strategic Priorities
1:15pm-2:15pmNavigating Member Financial Wellness with Jean Chatzky
2:15pm-2:30pmInbox Break
2:30pm-3:30pmThe Future of...Panel Discussion

Thank you to our host, MD|DC Credit Union Association and our lunch sponsors, Open Lending and Temenos for your support.

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