Crashers Opening - Transformational Leadership Workshop (General Attendance—all are welcome)

Join the Cooperative Trust as we explore Filene's vast library of leadership research. Focusing on the characteristics of leaders of thriving credit unions, tools and tactics for developing transformational leaders, and how to navigate leadership through change.

Filene Membership Overview (General Attendance—optional)

Interested in learning more about how Filene can help your credit union achieve its goals and how to fully utilize the many offerings available to you to maximize the value of your membership? Join us for this overview to hear what is at your fingertips and how we can inspire together.

Kim Lear—Prepare for the Future: Adapt and Thrive in Today’s Multi-Generational Marketplace

Join Kim Lear, our fellow for the Next Generation of Member Growth, as she shares insights from her research on the generational shifts and preferences shaping the future. Supported with cutting edge research and category leading case studies, Kim will dive into where we’ve been, how we got to where we are today, and where we may go from here, helping credit union leaders find their footing and make the bold future-oriented decisions demanded by this moment.

Dr. Jeffrey Robinson—Encouraging Entrepreneurship and the Racial Economic Equity Award

Dr. Jeffrey Robinson will share insights on encouraging entrepreneurship and building community partnerships with highlights from the Racial Economic Equity (REE) Incubator. The top two REE teams will be announced during this time and they will then share their projects. The session will close with Dr. Robinson announcing the winner of the $10,000 Catalyst Award.

Dr. Lisa Servon—Leveling Up Your Financial Educational Programs

Innovative financial education programs are a great way for credit unions to engage with current and prospective members. From “just in time” learning to personalized education, fellow Dr. Lisa Servon will share her insights into developments in financial education within and outside the credit union industry. She'll highlight a few cutting-edge financial education providers who can help credit unions create more impact with their financial education investments.

Dr. Amy Hillman—Corporate Governance in Credit Unions: Comparisons and Best Practices

Credit unions are under pressure to adjust their governance practices as organizations become increasingly more complex. Join Dr. Amy Hillman as she shares her latest research insights on what credit unions can learn from corporate governance best practices and what credits unions should know as they evolve their own governance practices.

Dr. Amy Hillman and Jacqui Kearns, Strategic Resource Management (SRM)—Strategic Planning in an "Everything Everywhere All At Once" World

In a hyperconnected environment where change is constant, strategic planning becomes a crucial tool for credit unions to navigate today's complexities. This chat will delve into how credit union boards can become strategic assets, effective strategic planning approaches, common planning mistakes, tips for creating strategic alignment between board and c-suite, and more.

Conductiv and Everwise—Insights from Filene's Custom Incubator

This panel discussion centers on insights from the custom incubator designed by Filene in partnership with Conductiv, Inc. Through this collaboration, Conductiv’s platform has been tested for its potential to make lending decisions faster, fairer, and more efficient. During the session, panelists will share the pilots outcomes and discuss the possible implications for expanding financial service accessibility and evolving traditional lending practices within credit unions.

Illuminas—Innovation Insights

For the third year in a row, Filene has partnered with Illuminas to better understand what innovation means to credit union members. Gina Woodall, Vice President and Group Director at Illuminas, will share innovation trends across the credit union industry, as well as other financial institutions. We will also share insights from Filene’s deep-diving 2023 report, exploring the differentiators, disruptors, and table stakes for innovation as seen through the eyes of members across the country.

Dr. Mai Nguyen and Callahan & Associates—Measuring Social Impact: A View from Within and Beyond Credit Unions

Despite a heavy interest and investment in social impact, many credit unions, and organizations in general, struggle with how to measure the effectiveness of their efforts. In her talk, Dr. Mai Nguyen will share the challenges and advances in measuring social impact within and beyond credit unions and introduce a brand new tool, the social impact dashboard, designed in partnership with Callahan & Associates specifically for credit unions.

Power of Predictive—Creating Extraordinary Member Experience

Curious about segmentation and the power of predictive modeling? Chetna Bansal from Insights First and Mitch Rutledge from Vertice AI, join Filene’s Christie Kimbell to talk about Predictive Modeling. You will also get the opportunity to get a behind the scenes look at the Member Voice segments and how attitudinal segmentation can provide deeper insight into acquiring, engaging and retaining members.

Jessica Gamache—Welcome / Day 1 Recap

Special Announcement!

Dr. Stephanie Woerner (MIT)—Becoming Future Ready: Pathways to Digital Transformation

In preparing for the future, many enterprises are embarking on a digital business transformation journey — often without any sense of where they are going. However, the goal isn’t digital transformation but rather business transformation. And leadership’s role is to determine which pathway to pursue. In this presentation, we will go over four viable pathways for transformation, and look at the four types of organizational explosions that enterprises need to manage as they transform.

Dr. William Li and Christie Kimbell: New Paths to Empowering Physical and Financial Wellbeing

In this chat, we will explore the interconnected pathways of physical and financial health. Credit unions will learn lessons for how to unravel the complexities of health and wealth, and demonstrate to members how a simplified and holistic approach can lead to a more empowered life.

Dr. Cheri Speier-Pero and Adam Wright (Trellance)—Panel: Credit Union Data Exchange (CUDX)—Research Shaping “Why” and an Update on “How”

In less than 2 years, the Credit Union Data Exchange (CUDX) has progressed from an innovative idea into an innovative industry credit union capability. CUDX creates a shared data environment—integrating data from within and external to credit unions—that brings more analytical power than is possible using data from a single credit union. The panel will discuss the potential value of a data exchange and the progress the CUDX governance committees (consisting of credit union leaders) have made to date.

Mike Higgins—Rethinking Priorities in the Post-Easy Money Era

Join Mike Higgins as he discusses strategies for how credit unions can move beyond a focus on lending. Emphasizing the importance of strong member relationships, Mike will share his perspective on what is crucial for long-term success in the industry: rich member data and a strong core deposit business.