Sign In Create Account

Filene's 2025 Inner Circle Symposium Recap

Inner Circle Panel: Closing the Experience & Relevancy Gaps

Jessica Gamache Head of Research at Filene Research Institute

Testing the Future: How Credit Unions are Innovating with FiLab

McKaye Black Head of Incubation at Filene Research Institute

Slide Deck

Inner Circle Panel: Delivering the Right Message

Ami Iceman-Haueter Chief Research & Digital Experience Office at Michigan State University Federal Credit Union
Anthony Volpe Founder & AI Advisor at Vertice AI

Attitude-Behavior Gaps: Differentiating Between What Members Say and What They Do

Kimberly Lear Founder at Inlay Insights

Slide Deck

Designing for Digital Onboarding: Insights from Credit Union Interviews

Gerald Kane Dept. Head, Chair of Business Admin & Professor, Dept. of Mgmt. Information Systems at Terry College of Business, University of Georgia

Slide Deck

Working Session Debrief

Keep Exploring

Report #651 | Sep 3, 2025 | Members
Financial Well-being Culture Diversity, Equity and Inclusion Benchmarking and Key Performance Indicators

Amplifying Your Credit Union’s Mission: Financial and Community Impacts of Being a CDFI
- Jessica Gamache
- Andrés Shahidinejad
- Subriena Persaud
There are nearly 500 CDFI-certified credit unions nationwide, all dedicated to strengthening their communities and expanding financial inclusion. This brief takes a closer look at both the opportunities and challenges of CDFI certification and what it means for credit unions, their members, and the communities they serve.
Blog | Aug 29, 2025
Board Governance Strategy and Planning

Strengthening Your Board for the Year Ahead: Curated Research for Credit Union Leaders
- Jenny Armistead
As your board wraps up strategic planning, the real work begins—staying informed and engaged with the issues that will shape your credit union's future. Filene's new Curated Research for CU Board Members page offers quick, powerful insights designed to help board members make informed and more confident decisions as you plan for the year ahead.
Report #648 | Aug 7, 2025
Diversity, Equity and Inclusion Financial Well-being Culture

Results Overview of Filene's Center of Excellence for Diversity, Equity & Inclusion
- Quinetta Roberson
This report highlights the impact from our Center of Excellence for Diversity, Equity & Inclusion. Led by Dr. Quinetta Roberson, the work from this center focused on tackling challenges in accessing both talent and products and services in the financial services industry, and conduct applied research on DEI practices in credit unions as a model for the larger financial services sector.
Blog | Aug 6, 2025
Artificial Intelligence Strategy and Planning

Webinar: AI and Executive Leadership: How CU Execs Should Approach AI Strategy
- Jessica Gamache
- Lamont Black
- Tyler Grodi
- Shawn Premer
- Ken Lawrence
- Kent Richard
Review webinar materials from "AI and Executive Leadership: How CU Execs Should Approach AI Strategy," hosted August 6th, 2025.

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?

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
Velera