We would like to thank everyone that attended our Roadshow event in Austin, TX on March 27th, 2025. We hope you enjoyed the experience and found value in the connections made with your peers and the insights shared by our esteemed speakers. Below is a resource page including the Roadshow presentation deck, reports and other resources we think you will find valuable.
Additional resources for you to enjoy
Meeting the Needs of Independent Workers at Vancity Credit Union
Report
Independent workers represent a growing demographic with unique financial needs, specifically income instability and lack of traditional employment benefits. This case study explores how to best serve them: first, by learning about the nature and needs of independent workers, then, by prototyping and piloting small, holistic interventions to identify what works.
Critical Communication: Marketing Strategies & Resources to Support Members and Sustain Business
Report
This curated list of Filene research reports examines strategies, insights and actionable plans for marketing professionals to succeed in their organizational goals.
HerMoney
Friction: A Manifesto
Report
Workplace inefficiency, miscommunication and disengagement are often the result of organizational friction, and friction is the result of perverse incentives, misaligned rules and norms and a failure to value the work of maintaining shared organizational resources.
Credit Union Innovation: The Member Perspective
Report
Hybrid Work is Here to Stay: Are You Ready?
Report
This report combines insights from research literature and findings from author interviews with credit union leaders and staff regarding optimal hybrid work arrangements and strategies.