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 #674 | Jul 29, 2026 | Members
Artificial Intelligence

A Practical Guide to AI Readiness for Credit Unions
- Gerald Kane
AI is already showing up inside credit unions, whether through staff experimentation or vendor tools. This guide helps leaders bring that activity into the open and create a practical approach to AI that protects member data, supports staff, and keeps human judgment at the center.
Blog | Jul 14, 2026
Payments Strategy and Planning

Tokenization Trigger Points: What the June Consortia Announcements Mean for Credit Unions
- Henry Kim
Three June announcements from major payments consortia signal that tokenized money has entered a new phase. For credit unions, the question is shifting from whether stablecoins and tokenized deposits will reshape payments to who will influence the standards, economics, and infrastructure that emerge.
Report #672 | Jul 7, 2026 | Members
Attracting and Engaging Younger Members

Growing Through Diversity: Using Data to Reach Young, Multicultural Members
- Addison Davis
- Jessica Gamache
America's population growth is concentrated in multicultural communities that skew significantly younger than white Americans. See how eight credit unions used data to reach these younger communities and grow their multicultural segments and overall memberships.
Report #673 | Jul 2, 2026
Financial Well-being

Results Overview of Filene's Center of Excellence for Community Social Impact
- Mai Nguyen
This report highlights the impact from our Center of Excellence for Community Social Impact. Led by Dr. Mai Thi Nguyen, the work from this center focused on helping credit unions move beyond isolated philanthropy to become strategic drivers of community change community change including addressing complex challenges on housing, disaster resilience, and financial inclusion.

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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

A Practical Guide to AI Readiness for Credit Unions

Tokenization Trigger Points: What the June Consortia Announcements Mean for Credit Unions

Growing Through Diversity: Using Data to Reach Young, Multicultural Members

Results Overview of Filene's Center of Excellence for Community Social Impact