Agenda

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5:00 PM - 6:30 PM (PDT)
Filene's Annual Member Meeting
 
Monday, October 25, 2021
Networking Reception
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6:30 PM - 8:30 PM (PDT)
Crasher hosted dine-in
 
Monday, October 25, 2021
 
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7:20 AM - 7:55 AM (PDT)
Crasher Session 2
 
Tuesday, October 26, 2021
General Session
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8:00 AM - 9:00 AM (PDT)
Welcome & Opening Session
 
Tuesday, October 26, 2021
General Session
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8:45 AM - 9:30 AM (PDT)
How Can Credit Unions Grow by Fostering an Entrepreneurial Culture?
Dr. Jeffrey Robinson - Associate Professor & Academic Director
Marty Pell - Wellby
Tuesday, October 26, 2021
Headlining Keynote
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9:30 AM - 10:00 AM (PDT)
Extended Break
 
Tuesday, October 26, 2021
 
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10:00 AM - 10:45 AM (PDT)
How Becoming More Inclusive will Lead to Growth
Dr. Lisa Servon - University of Pennsylvania
Bjorn Larson - BCU
Tuesday, October 26, 2021
Headlining Keynote
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10:45 AM - 11:15 AM (PDT)
Extended Break
 
Tuesday, October 26, 2021
 
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11:15 AM - 12:00 PM (PDT)
Rapid Market Shifts: Three Urgent Calls to Action for Financial Institutions
Samantha Paxson - Co-op Solutions
Tuesday, October 26, 2021
General Session
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12:00 PM - 1:00 PM (PDT)
Lunch Break
 
Tuesday, October 26, 2021
Meal Function
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1:00 PM - 2:30 PM (PDT)
Filene Foundry: Growth through Innovation
Chris Harper - Filene Research Institute
Cal Bowman - Think|Stack
Chris Sachse - Think|Stack
Jay Budzik - Zest AI
John Janclaes - NYMBUS
Gord Baizley - JUDI.AI
Tuesday, October 26, 2021
Experiential Breakout
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2:30 PM - 3:00 PM (PDT)
Extended Break
 
Tuesday, October 26, 2021
 
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3:00 PM - 4:00 PM (PDT)
Ask an Innovator: What's Changing the Future of Credit Unions
 
Tuesday, October 26, 2021
General Session
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4:20 PM - 5:00 PM (PDT)
Crasher Session 3
 
Tuesday, October 26, 2021
General Session
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6:00 PM - 9:00 PM (PDT)
Filene Merrymaking
 
Tuesday, October 26, 2021
Networking Reception
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7:20 AM - 7:55 AM (PDT)
Crasher Session 4
 
Wednesday, October 27, 2021
General Session
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8:00 AM - 8:15 AM (PDT)
Welcome Back to Day 2!
Erin Coleman - Filene Research Institute
Chris Harper - Filene Research Institute
Christie Kimbell - Filene Research Institute
Wednesday, October 27, 2021
General Session
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8:15 AM - 9:00 AM (PDT)
Diversity, Equity, and Inclusion and Credit Union Performance: The Remix
Dr. Quinetta Roberson - MSU
Taylor Nelms - Filene Research Institute
Wednesday, October 27, 2021
Headlining Keynote
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9:00 AM - 9:45 AM (PDT)
How Community is the Key to Differentiation in Financial Services
Dr. Mai Nguyen - UCSD
Wednesday, October 27, 2021
Headlining Keynote
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9:45 AM - 10:15 AM (PDT)
Extended Break
 
Wednesday, October 27, 2021
 
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10:15 AM - 10:45 AM (PDT)
Cooperative Growth, Placemaking, and Entrepreneurial Ecosystems
Andy Stoll - Ewing Marion Kauffman Foundation
Robin Brule - Filene Research Institute
Wednesday, October 27, 2021
General Session
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10:45 AM - 11:15 AM (PDT)
Extended Break
 
Wednesday, October 27, 2021
 
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11:15 AM - 12:00 PM (PDT)
Slaying Myths: How New Datasets and Better Strategy Give Credit Unions Innovative Options
Chris Howard - Callahan & Associates Inc
Wednesday, October 27, 2021
General Session
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12:00 PM - 1:00 PM (PDT)
Lunch Break
 
Wednesday, October 27, 2021
Meal Function
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1:00 PM - 1:30 PM (PDT)
Navigating Uncertain Waters, Effectively Lending through the Peaks and Troughs of Economic Cycles
Brian Hamilton - CU Direct Connect
Wednesday, October 27, 2021
Experiential Breakout
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Leading with Mission: How Credit Unions can Support Community Economic Development
Rochelle Mills - Innovative Housing Opportunities
Wednesday, October 27, 2021
Experiential Breakout
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1:00 PM - 4:00 PM (PDT)
Filene Stay and Play
 
Wednesday, October 27, 2021
Experiential Breakout
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1:30 PM - 2:00 PM (PDT)
Building Strong Food Economies and the Impact on Community
A.G. Kawamura - Orange County Produce
Wednesday, October 27, 2021
Experiential Breakout
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Leveraging Information for Good
Blake Woods - TransUnion LLC
Wednesday, October 27, 2021
Experiential Breakout
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4:20 PM - 5:20 PM (PDT)
Crasher Session 5
 
Wednesday, October 27, 2021
General Session
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7:20 AM - 7:55 AM (PDT)
Crasher Session 6
 
Thursday, October 28, 2021
General Session
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8:00 AM - 8:15 AM (PDT)
Welcome Back to Day 3!
Erin Coleman - Filene Research Institute
Chris Harper - Filene Research Institute
Christie Kimbell - Filene Research Institute
Thursday, October 28, 2021
General Session
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8:15 AM - 9:00 AM (PDT)
Technology Design for Trust: The Credit Union Difference in Uncertain Times
Bill Mauer - Filene Research Institute
tony morris - Orange County's Credit Union
Thursday, October 28, 2021
Headlining Keynote
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9:00 AM - 9:45 AM (PDT)
Are you Ready? Accelerating Analytics Value Creation.
Dr. Cheri Speier-Pero - MSU
Thursday, October 28, 2021
Headlining Keynote
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9:45 AM - 10:15 AM (PDT)
Extended Break
 
Thursday, October 28, 2021
 
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10:15 AM - 11:00 AM (PDT)
The future is behavioral science – is your organization ready?
Matt Wallaert - frog (a Capgemini company)
Thursday, October 28, 2021
Headlining Keynote
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11:00 AM - 11:15 AM (PDT)
Quick Break
 
Thursday, October 28, 2021
 
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11:15 AM - 12:00 PM (PDT)
Now What? A Discussion with the Filene Fellows
Bill Mauer - Filene Research Institute
Dr. Mai Nguyen - UCSD
Dr. Quinetta Roberson - MSU
Dr. Jeffrey Robinson - Associate Professor & Academic Director
Dr. Lisa Servon - University of Pennsylvania
Dr. Cheri Speier-Pero - MSU
Thursday, October 28, 2021
Panel
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12:00 PM - 3:00 PM (PDT)
Final Crash Session
 
Thursday, October 28, 2021
General Session
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5:00 PM - 6:30 PM (PDT)
Filene's Annual Member Meeting
 
Monday, October 25, 2021
Networking Reception
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8:00 AM - 9:00 AM (PDT)
Welcome & Opening Session
 
Tuesday, October 26, 2021
General Session
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8:45 AM - 9:30 AM (PDT)
How Can Credit Unions Grow by Fostering an Entrepreneurial Culture?
Dr. Jeffrey Robinson - Associate Professor & Academic Director
Marty Pell - Wellby
Tuesday, October 26, 2021
Headlining Keynote
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9:30 AM - 10:00 AM (PDT)
Extended Break
 
Tuesday, October 26, 2021
 
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10:00 AM - 10:45 AM (PDT)
How Becoming More Inclusive will Lead to Growth
Dr. Lisa Servon - University of Pennsylvania
Bjorn Larson - BCU
Tuesday, October 26, 2021
Headlining Keynote
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10:45 AM - 11:15 AM (PDT)
Extended Break
 
Tuesday, October 26, 2021
 
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11:15 AM - 12:00 PM (PDT)
Rapid Market Shifts: Three Urgent Calls to Action for Financial Institutions
Samantha Paxson - Co-op Solutions
Tuesday, October 26, 2021
General Session
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12:00 PM - 1:00 PM (PDT)
Extended Break
 
Tuesday, October 26, 2021
 
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1:00 PM - 2:30 PM (PDT)
Engage Deeper: Introducing the Filene Foundry!
Chris Harper - Filene Research Institute
Tuesday, October 26, 2021
Optional Add-On
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3:00 PM - 4:00 PM (PDT)
Ask an Innovator: What's Changing the Future of Credit Unions
 
Tuesday, October 26, 2021
General Session
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