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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

Digital Credit Union

695 Atlantic Ave, 9th Floor
Boston, 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 PrioritiesJoel Hartzler - Filene Research Institute
1:15 PM - 2:15 PM (EDT)Financial Lives in TransitionDr. 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 - PanelGautam 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
Full Name
Joel Hartzler
Job Title
Director of Partnerships
Organization
Filene Research Institute
Dr. Lisa Servon
Full Name
Dr. Lisa Servon
Job Title
Professor & Chair
Organization
University of Pennsylvania
Gautam Ajjarapu
Full Name
Gautam Ajjarapu
Job Title
Co-founder/CEO
Organization
Glide
Cimarron Buser
Full Name
Cimarron Buser
Job Title
Advisor
Organization
Conductiv
Nick Coleman
Full Name
Nick Coleman
Job Title
Director, Strategic Partnerships
Organization
Children's Miracle Network Hospitals
Nate Wentzlaff
Full Name
Nate Wentzlaff
Job Title
Sr. Director of Product Management
Organization
Trellance Cooperative Holdings, Inc.
Jessica Willis
Full Name
Jessica Willis
Job Title
CEO
Organization
Pocketnest

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.