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

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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.
Blog | Jul 10, 2025
Financial Well-being Culture

Exploring Member Well-Being – Insights from the Research Fellow Selection Process
- Yessica Palacio
Get inspired by the latest ideas in well-being from leading researchers and experts across the country. The following post shares key insights we gathered in our search for our Fellow for the Center for Member Well-Being. Explore what's next in building thriving members, employees and communities to give you a fresh perspective on enhancing your credit union's well-being strategies.

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Filene's 2025 Inner Circle Symposium Recap

Inner Circle Panel: Closing the Experience & Relevancy Gaps

Testing the Future: How Credit Unions are Innovating with FiLab

Inner Circle Panel: Delivering the Right Message

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

Designing for Digital Onboarding: Insights from Credit Union Interviews

Working Session Debrief

Keep Exploring

Strengthening Your Board for the Year Ahead: Curated Research for Credit Union Leaders

Results Overview of Filene's Center of Excellence for Diversity, Equity & Inclusion

Webinar: AI and Executive Leadership: How CU Execs Should Approach AI Strategy

Exploring Member Well-Being – Insights from the Research Fellow Selection Process