General Sessions

Stay tuned for exciting updates and announcements as we put the finishing touches on the agenda.

Tuesday, June 22, 2021
10:30 AM - 10:45 AM (CDT)
Welcome & Opening Remarks
Robin Brulé
General Session
10:45 AM - 11:15 AM (CDT)
Inclusion & Equity Inside and Outside the Credit Union

What does Filene's recent DEI Survey teach us about the state of credit union DEI?

In this session, attendees will learn:

  • How to build and support inclusion in credit unions,
  • How inclusion must affect all aspects of your organization, and
  • How to avoid the pitfalls of taking a fragmented approach to inclusion and equity.
Dr. Quinetta Roberson
Headlining Keynote
11:15 AM - 11:45 AM (CDT)
Credit Unions as Community Development Organizations

By attending this session, attendees will learn:

  • A new approach to dealing with financial precarity in their community.
  • How to foster inclusion among community members and organizations, and
  • How to adapt your business model to reach more people of color, single mothers, immigrants, and others traditionally shut out from wealth-building opportunities.
Dr. Mai Thi Nguyen
Headlining Keynote
11:45 AM - 12:30 PM (CDT)
Inclusion & Equity and Community Development, a conversation with Filene Fellows

Dr. Quinetta Roberson and Dr. Mai Nguyen join forces to discuss the interconnectivity of their respective research focus of DEI and Community Social Impact both inside and outside the credit union. 

Dr. Mai Thi Nguyen Dr. Quinetta Roberson
Headlining Keynote
2:30 PM - 3:15 PM (CDT)
DEI and Individual Organizational Resilience

Join Dr. Danielle King, Assistant Professor of Industrial & Organizational Psychology at Rice University along with industry leaders who will discuss resiliency through the lens of DEI at your organization.

Attendees will gain an understanding of:

  • The important role that resilience plays in a successful organization.
  • How individual resilience is developed and how it helps organizations 
  • The importance of resilience in supporting internal credit union community-building efforts
Danielle King Simeon Chapin
General Session
3:30 PM - 4:00 PM (CDT)
Putting the Community Back in Banking

Dr. Anthony Hood, EVP and Chief DEI Officer at First Horizon Bank will talk about how you can put the community back in your credit union.

By attending this session, attendees will learn:

  • How to enact change in diversity, equity, and inclusion in your community and your credit union,
  • How to make products and services more accessible to everyone, and
  • How to build relationships with community partners, and non-profit organizations.
Anthony C. Hood
General Session
4:00 PM - 4:30 PM (CDT)
Keynote Panel

We will close out Day 1 by inviting all our keynote speakers to join together in an engaging discussion and open up to the audience for live Q&A. 

Anthony C. Hood Danielle King Dr. Mai Thi Nguyen Dr. Quinetta Roberson Robin Brulé
Wednesday, June 23, 2021
10:30 AM - 11:15 AM (CDT)
The Future of Philanthropy and the Power of Partnership

Lisa Hamilton, President and CEO of the Annie E. Casey Foundation will be speaking on the power of partnerships and the future of philanthropy before being joined by a panel of thought leaders who will share insights on how you can take action back at your organization.

Attendees will gain an understanding of:

  • How credit unions can leverage the value of partnerships in building philanthropic impact
  • The power that credit unions have when they invest in their own communities.
  • How creative partnerships can better prepare communities to address and mitigate future disasters
Lisa Hamilton
General Session
11:15 AM - 12:15 PM (CDT)
Panel Discussion: Future of Philanthropy and the Power of Partnership

Beadsie Woo, Director of Family and Youth Financial Stability in the Center for Economic Opportunity at the Annie E. Casey Foundation, will lead a panel of credit union professionals and philanthropic partners to discuss the opportunity for credit unions to build creative partnerships to tackle slow-moving disasters. 

Margaret Libby Norel Knowles Bill Bynum Beadsie Woo
2:30 PM - 3:30 PM (CDT)
Impact and Growth through Inclusive Lending

Take actionable insights back to your credit union with this experiential breakout session led by Filene's Senior Director of Incubation, Josh Sledge. Josh will be joined by industry leaders to discuss how to align your lending priorities to your community needs and how to build on your social impact strategy through inclusive lending. 


Josh Sledge Cathie Mahon Steve Pagenstecher Linda Moynihan Vance
Experiential Breakout
Your Social Impact Strategy: Credit Union Foundations Community of Practice

In this experiential breakout you will learn:

  • How to create a focused and impactful social impact strategy and,
  • How to align your social impact goals for both inside and outside of your organization.
Taylor Nelms Dr. Mai Thi Nguyen Christopher Goett Sharee Adkins
Experiential Breakout
Your DEI Roadmap: Credit Union DEI Community of Practice

In this experiential breakout you will learn how to move your DEI practice forward in your organization while getting hands-on instruction on advancing your DEI efforts.

Paul Dionne Dr. Quinetta Roberson
Experiential Breakout
3:30 PM - 3:45 PM (CDT)
Inbox Break

Take a break, check in on your inbox, and recharge for our closing keynote!

General Session
3:45 PM - 4:15 PM (CDT)
Palaces for the People: How Social Infrastructure Can Help Fight Inequality, Polarization, and the Decline of Civic Life

Join us for our closing keynote with Eric Klinenberg, Helen Gould Shepard Professor of Social Science and Director of the Institute for Public Knowledge at NYU and author of Palaces for the People: How Social Infrastructure Can Help Fight Inequality, Polarization, and the Decline of Civic Life.


Attendees will gain an understanding of:

  • How viewing your organization differently can advance your community and your employees. 
  • How credit unions can elevate their communities with a wider scale of inclusion.
  • The importance of social infrastructure in driving positive impacts in today’s world.
Eric Klinenberg
General Session
4:15 PM - 4:30 PM (CDT)
Bringing It All Together

We will close out our 2-days together by inviting our Filene Fellows, Dr. Roberson and Dr. Nguyen back to share real-time insights and action for you to bring back to your organization.

Dr. Mai Thi Nguyen Dr. Quinetta Roberson
General Session
Tuesday, June 22, 2021
9:30 AM - 10:15 AM (CDT)
Engage Deeper: Growth Opportunities through Membership

Prepare for deeper learning at this optional pre-event session.

Start off this research event with a leg up for a deep dive into some of the resources Filene has designed specifically for your organization to think forward and change lives. 

Chris Harper Joel Hartzler
Optional Add-On
1:00 PM - 2:00 PM (CDT)
Leader Conversation Series: Community Social Impact

Bring your lunch and join us for this optional session to enhance your experience.

This session is designed to enable credit union leaders to share what they are doing and thinking in regard to Community Social Impact.

What do you get when you take the brightest minds focused on the same issue and put them in a room…..Leader Conversations. Leader Conversations is an opt-in session that connects credit union practitioners with their peers in the Filene network. Each session operates as a moderated forum that enables participants to ask their burning questions about what’s working, not working all while sharing best practices with each other. When combined with the research insights – we have found these sessions can be a great way to tackle a thorny issue or accelerate progress on an upcoming initiative. This is a no-slide session.

Please note: This session requires access to Zoom to participate. 



We will be discussing the following questions, so feel free to share your experiences or join to hear responses from others:

  1. How are you defining Community Social Impact?
    • If you’ve not yet defined your impact strategy, where are you on your journey so far and how are you approaching it?
  2. How are you currently measuring the impact of your efforts?
    • If you’re not yet measuring impact, how are you assessing what you want to measure and what success would look like for your efforts?
  3. Can you share a specific impact program success from one of your campaigns and/or initiatives?
    • If you do not yet have a completed program or success story, can you share a need you’ve identified in your community for which you may have a goal around helping affect change or success toward an outcome and how you might approach that?
  4. What resources are you using to aid your approach? (this could include thought leaders, training, online resources, community partners, books etc)
    • If you are not yet using outside resources, how are you identifying partners or resources that you will need to tap into once you move forward in your community social impact journey?
Holly Fearing Erin Coleman
Optional Add-On
Wednesday, June 23, 2021
1:00 PM - 2:00 PM (CDT)
Insights to Action: Building Trust and Improving Systems with the Asian-American Community

You're invited to join our group of Emerging Leaders (aka, the Crashers!) for this 'Crash the Crashers' session.

This session focuses on baseline knowledge of how the Asian-American community is defined and what unique issues Asian-Americans face and how those issues affect their finances and relationships with financial institutions. Also included is a workshop on building solutions for the Asian-American community and how systems can be improved.

Dr. Kiona
Optional Add-On