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, July 18 for this exclusive opportunity to engage directly with Filene Fellow, Dr. Lisa Servon from our Center for Financial Lives in Transition. 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, July 18, 2023
11:30 AM - 4:00 PM EDT
695 Atlantic Ave, 9th FloorBoston, MA 02111
United States
Thank you to our hosts at
Lunch provided by
Agenda at a Glance
Tuesday, July 18, 2023 | |||
---|---|---|---|
11:30 AM - 12:30 PM (EDT) | Welcome lunch provided by Origence | ||
12:30 PM - 1:15 PM (EDT) | The Credit Union Renaissance: Emerging Trends and Strategic Priorities | Joel Hartzler - Filene Research Institute | |
1:15 PM - 2:15 PM (EDT) | Financial Lives in Transition | Dr. Lisa Servon - University of Pennsylvania | |
2:15 PM - 2:30 PM (EDT) | Inbox Break | ||
2:30 PM - 3:30 PM (EDT) | Bringing Together Innovation and Member’s Needs - Panel | Gautam Ajjarapu - Glide Cimarron Buser - Conductiv Nick Coleman - Children's Miracle Network Hospitals Nate Wentzlaff - Trellance Cooperative Holdings, Inc. Jessica Willis - Pocketnest | |
3:30 PM - 4:00 PM (EDT) | Actionable Insights |
Meet the Speakers
![Joel Hartzler](https://assets.swoogo.com/uploads/medium/2331603-63d84296114f6.png)
![Dr. Lisa Servon](https://assets.swoogo.com/uploads/medium/3027334-65243432de57d.png)
![Gautam Ajjarapu](https://assets.swoogo.com/uploads/full/2732126-64ad645f9e40d.png)
![Cimarron Buser](https://assets.swoogo.com/uploads/medium/2722146-64a6e9b3abeea.jpeg)
![Nick Coleman](https://assets.swoogo.com/uploads/medium/2415810-6406555acdfc8.jpeg)
![Nate Wentzlaff](https://assets.swoogo.com/uploads/full/2736042-64aedd3e5baba.jpeg)
![Jessica Willis](https://assets.swoogo.com/uploads/full/2628437-646e34455ff32.jpeg)
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.