Join us virtually on April 27-28, 2021

Event Details

The Filene Research Institute invites you to the FIRST research event from the Center of Excellence for Consumer Financial Lives in Transition.
Now, more than ever before, the need for financial security and mobility is driving demand for financial services—and thus also driving consumer engagement with credit unions in an increasingly crowded financial services marketplace. What’s more, in an increasingly volatile economic environment, moments of change in people’s life cycles and livelihoods can throw households into financial vulnerability and throw up profound challenges to financial recovery. How can credit unions leverage their unique value proposition to meet members’ financial needs, in their time of need?
At this two-day virtual event, academic and industry experts and leaders from the credit union system will come together to explore how consumers’ financial lives are changing and what credit unions can do to keep up. Attendees will gain an understanding of how financial well-being drives demand for financial services, how financial well-being is shaped by life and livelihood transitions, and how credit unions can expand their reach and deepen their relationships by building bridges across new gaps in financial well-being created by a changing economy. Attendees will also gain practical resources to serve financially vulnerable populations, including people facing insecurities in employment and healthcare, independent workers and small businesses, and individual and families involved with the criminal justice system. Finally, attendees will learn how to implement new approaches to aligning members’ needs with credit union offerings and operations through interactive workshops with Filene researchers.


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Meet Our Fellow

Lisa Servon
Full Name
Lisa Servon
Job Title
Kevin and Erica Penn Presidential Professor and Chair of City and Regional Planning
University of Pennsylvania
Speaker Bio
Lisa Servon is Professor of City Planning at the University of Pennsylvania and former dean at The New School. She is the author of Bridging the Digital Divide: Technology, Community, and Public Policy(Blackwell 2002), Bootstrap Capital: Microenterprises and the American Poor(Brookings 1999), Gender and Planning: A Reader (With Susan Fainstein, Rutgers University Press 2005), and Otra Vida es Posible: Practicas Economicas Alternativas Durante la Crisis (With Manuel Castells, Joana Conill, Amalia Cardenas and Sviatlana Hlebik. UOC Press 2012). She has contributed to the New Yorker, the Atlantic, and The Wall Street Journal and has appeared on PBS News Hour, Marketplace Money and Radio Times and her research is featured in the forthcoming documentary Spent: Looking for Change. She lives in Philadelphia with her husband, two children, and a dog named Friday.

Keynote Speakers

Meet the Panelists

Thank you to our Center Sponsors!