AGENDA

Select the tab for either onsite or virtual event agenda.

Onsite Experience

All Times Listed in Central Time

Monday, August 1, 2022
11:00 AM - 12:00 PM (CDT)

We invite you to fuel up before an afternoon of thought-provoking brain food at our kick-off welcome lunch! 

This event is open to Filene event registrants only and appreciate your understanding. 

 
12:00 PM - 1:15 PM (CDT)

Join us for this session led by Jeff Netzer of PLAYSTUDIOS for an introduction to the psychological foundation of customer loyalty and overview of the strategic principles and foundations of loyalty marketing.

 

 

Jeff Netzer
1:30 PM - 2:30 PM (CDT)

Credit union innovation is fostered by a strong ecosystem of partners and providers alongside investments in technology and in people. In this session, Dr. Cheri Speier-Pero will prepare you to structure your technology partnerships to maximize your flexibility using an ecosystem-driven innovative approach.

By attending this session, attendees will learn:

  • How to apply the practice of data analytics readiness at their organization
  • How to build a credit union business intelligence infrastructure
  • How to create a strong ecosystem of partners to drive growth for their organization
Cheri Speier-Pero Chris Myklebust Dylan Wyatt
3:00 PM - 4:00 PM (CDT)

Credit unions are seeking to demonstrate the credit union difference and grow their impact while also growing their reach and their bottom line. In this session, Dr. Mai Nguyen will draw on insights from human-centered design and community development to explore how credit unions can turn their community connections into a marketplace differentiator and a balance sheet superpower.

By attending this session, attendees will learn:

  • How to grow your organization through community partnerships.
  • The importance of shifting the focus from individual financial well-being to community economic mobility and wealth-building
  • How to focus on the importance of telling data-driven stories and measuring impact.
Mai Thi Nguyen Mai-Linh Hoang Lourdes Zuniga
5:00 PM - 6:00 PM (CDT)

Make new connections and build your network at this social reception immediately following the general session on day 1. 

This event is open to Filene event registrants only and appreciate your understanding. 

 
Tuesday, August 2, 2022
8:00 AM - 9:00 AM (CDT)

Breakfast will be served starting at 8:00 a.m. 

This event is open to Filene event registrants only and appreciate your understanding. 

 
9:00 AM - 10:15 AM (CDT)

What drives trust when banking goes online? Digital technologies have been held out as a tool for increasing access to financial services, but digital financial services has also become increasingly fragmented, creating confusion among consumers and allowing for the dissemination of deceptive products and providers that undermine, rather than support, consumer financial well-being. In this session you'll hear consumer insights on trust and explore how community listening and co-creation can jumpstart trust-building.

By attending this session, attendees will learn:

  • Outcomes of new research on digital financial services supported by the National Science Foundation
  • How to accelerate trust-building with local communities
  • How to invest in partnerships to enhance digital innovation and experience
Rocio Flores Taylor Nelms Mischa Lumiere
10:30 AM - 11:15 AM (CDT)

There’s no getting around it, crypto-based financial services are proving to be a desirable product for Millennials and Gen Z members. Join us for this moderated discussion and hear what credit unions are currently doing around digital currency.   

By attending this session, attendees will: 
•    Hear from credit union leaders who have successfully navigated the digital currency market. 
•    Learn the latest market conditions surrounding digital currencies.
•    Learn how to get started with crypto-based financial services at your organization.

Ben Soppitt Joe Keller Erin Kelly Gordon Howe
11:15 AM - 12:00 PM (CDT)

You won't want to miss this closing session where we invite all our headlining Fellows to join forces to connect the dots and leave you with actionable insights to take back to your organization

Mai Thi Nguyen Cheri Speier-Pero
12:00 PM - 1:00 PM (CDT)

We invite you to fuel up with our friends at DCUC in this joint lunch session.

For those attending the afternoon workshop, lunch will be provided at that session. 

This event is open to Filene & DCUC event registrants only and appreciate your understanding. 

 
12:30 PM - 2:30 PM (CDT)

Using tools like Tableau to visualize your credit union’s data is a critical skill to support the decisions you and your team make. Join us for a 2-hour workshop where you will have credit union data to analyze using visualizations to better understand the types of analyses and decisions that can be made.

Online modules will be available in advance of the workshop to help participants gain a baseline in using Tableau.  These modules will provide access to Tableau and provide introductory exposure to prepare participants for the workshop session.

Open to in-person registrants only. Lunch will be provided for workshop participants.

 

Before the session, please prepare your laptop by downloading and running the Tableau application. You will have free guest access to Tableau for 14 days. 

https://www.tableau.com/products/trial/desktop

Once you have Tableau installed and working, simply bring your laptop and a charger (if needed) to the workshop. We look forward to diving in with you!

Cheri Speier-Pero

Virtual Experience

All Times Listed in Central Time

All sessions will be streamed live from San Antonio for real-time engagement.

All sessions will be recorded and available to registrants for on-demand viewing.

Monday, August 1, 2022
12:00 PM - 1:15 PM (CDT)

Join us for this session led by Jeff Netzer of PLAYSTUDIOS for an introduction to the psychological foundation of customer loyalty and overview of the strategic principles and foundations of loyalty marketing.

 

 

Jeff Netzer
1:15 PM - 1:30 PM (CDT)

Take a quick 15-minute break to check your inbox or enjoy some time away from a screen.

 
1:30 PM - 2:30 PM (CDT)

Credit union innovation is fostered by a strong ecosystem of partners and providers alongside investments in technology and in people. In this session, Dr. Cheri Speier-Pero will prepare you to structure your technology partnerships to maximize your flexibility using an ecosystem-driven innovative approach.

By attending this session, attendees will learn:

  • How to apply the practice of data analytics readiness at their organization
  • How to build a credit union business intelligence infrastructure
  • How to create a strong ecosystem of partners to drive growth for their organization
Cheri Speier-Pero Chris Myklebust Dylan Wyatt
2:30 PM - 3:00 PM (CDT)

Stretch, check-in with your home base, or simply enjoy some time to connect with this extended 30-minute afternoon break. 

 
3:00 PM - 4:00 PM (CDT)

Credit unions are seeking to demonstrate the credit union difference and grow their impact while also growing their reach and their bottom line. In this session, Dr. Mai Nguyen will draw on insights from human-centered design and community development to explore how credit unions can turn their community connections into a marketplace differentiator and a balance sheet superpower.

By attending this session, attendees will learn:

  • How to grow your organization through community partnerships.
  • The importance of shifting the focus from individual financial well-being to community economic mobility and wealth-building
  • How to focus on the importance of telling data-driven stories and measuring impact.
Mai Thi Nguyen Mai-Linh Hoang Lourdes Zuniga
Tuesday, August 2, 2022
9:00 AM - 10:15 AM (CDT)

What drives trust when banking goes online? Digital technologies have been held out as a tool for increasing access to financial services, but digital financial services has also become increasingly fragmented, creating confusion among consumers and allowing for the dissemination of deceptive products and providers that undermine, rather than support, consumer financial well-being. In this session you'll hear consumer insights on trust and explore how community listening and co-creation can jumpstart trust-building.

By attending this session, attendees will learn:

  • Outcomes of new research on digital financial services supported by the National Science Foundation
  • How to accelerate trust-building with local communities
  • How to invest in partnerships to enhance digital innovation and experience
Rocio Flores Taylor Nelms Mischa Lumiere
10:15 AM - 10:30 AM (CDT)

Take a quick 15-minute break to check your inbox or enjoy some time away from a screen.

 
10:30 AM - 11:15 AM (CDT)

There’s no getting around it, crypto-based financial services are proving to be a desirable product for Millennials and Gen Z members. Join us for this moderated discussion and hear what credit unions are currently doing around digital currency.   

By attending this session, attendees will: 
•    Hear from credit union leaders who have successfully navigated the digital currency market. 
•    Learn the latest market conditions surrounding digital currencies.
•    Learn how to get started with crypto-based financial services at your organization.

Ben Soppitt Joe Keller Erin Kelly Gordon Howe
11:15 AM - 12:00 PM (CDT)

You won't want to miss this closing session where we invite all our headlining Fellows to join forces to connect the dots and leave you with actionable insights to take back to your organization

Mai Thi Nguyen Cheri Speier-Pero