REGISTER

Filene is hitting the road to bring the latest research where it matters most, your backyard!

We all know there is more value in gathering in three dimensions, but with overbooked flights and long travel days, it's hard to make the time. Filene is taking the hassle of flight delays and long layovers off the table by bringing our research on the road in our new series of Filene Roadshows!

Join us on Tuesday, March 19, 2024 for this exclusive opportunity to engage directly with one of our former Filene Fellows Dr. Hope Schau from the Center for Consumer Decision Making. We will reflect on one of our newest Centers, and engage in topics that range from the future of the branch, lending, technology, and much more. We are packing in a full afternoon of brain food that will leave you ready to turn insights into action back at your organization. 

This event is complimentary to attend.

Event Details

Tuesday, March 19, 2024

11:30 AM - 4:00 PM EDT

SchoolsFirst Federal Credit Union

15332 Newport Avenue
Tustin, CA 92780
United States

 

Thank you to our hosts at

Lunch Sponsored By: 

Agenda at a Glance

Tuesday, March 19, 2024
11:30 AM - 12:15 PM (PDT)Welcome Lunch 
12:15 PM - 12:30 PM (PDT)Introductions 
12:30 PM - 1:15 PM (PDT)The Future of Credit Unions: Emerging Trends and Strategic PrioritiesJoel Hartzler - Filene Research Institute
1:15 PM - 2:15 PM (PDT)The Future of MembershipHope Schau - University of California, Irvine
2:15 PM - 2:30 PM (PDT)Inbox Break 
2:30 PM - 3:30 PM (PDT)The Future Of… Panel Discussion 
3:30 PM - 4:00 PM (PDT)Actionable Insights 

Meet the Speakers

Joel Hartzler
Full Name
Joel Hartzler
Job Title
Director of Partnerships
Organization
Filene Research Institute
Bill Mauer
Full Name
Bill Mauer
Job Title
Dean, UCI School of Social Sciences
Organization
Filene Research Institute
Mark Alguard
Full Name
Mark Alguard
Job Title
President/Director of Client Strategy
Organization
Momentum
Ben Ma
Full Name
Ben Ma
Job Title
Sr. Account Executive
Organization
Visa, Inc.
Hope Schau
Full Name
Hope Schau
Job Title
Gilly Family Endowed Chair in Marketing
Organization
University of California, Irvine
Brit Barker
Full Name
Brit Barker
Job Title
SVP, Sales
Organization
Origence Corporation
Christopher Danvers
Full Name
Christopher Danvers
Job Title
Senior Director, Head of Client Solutions
Organization
Visa, Inc.

Travel Information

Should you be traveling in for our Roadshow please consider the following information:

 

SchoolsFirst Federal Credit Union Parking:
Information Coming Soon. 

 

Should you have additional questions regarding travel arrangements, please email events@filene.org. 

Health & Safety

Ensuring the health and safety of our attendees is our top priority for onsite events. Onsite protocols are subject to change pending updates to health and safety protocols at the local, state, or federal level. Recommendations of the CDC are being monitored closely and attendees will be updated with any necessary changes to the event execution. 

We strongly encourage attendees to complete an at-home test prior to attending any in-person event to help reduce or limit the spread of COVID-19.

If you are feeling unwell prior to the event and need to cancel your registration, please email events@filene.org.