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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 Wednesday, October 18, 2023 for this exclusive opportunity to engage directly with one of our former Filene Fellows Dr. Hope Schau from the Center for Consumer Decision Making. We will reflect on one of our newest Centers, and engage in topics that range from the future of the branch, lending, technology, and much more. 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

Wednesday, October 18, 2023

11:30 AM - 4:00 PM EDT

American Airlines Federal Credit Union

14050 FAA Blvd
Fort Worth, TX 76155
United States

 

Thank you to our hosts at

Lunch provided by

Agenda at a Glance

Wednesday, October 18, 2023
11:30 AM - 12:15 PM (CDT)Welcome Lunch, provided by Origence 
12:15 PM - 12:30 PM (CDT)Introductions 
12:30 PM - 1:15 PM (CDT)The Future of Credit Unions: Emerging Trends and Strategic PrioritiesJoel Hartzler - Filene Research Institute
1:15 PM - 2:15 PM (CDT)The Future of MembershipHope Schau - University of California, Irvine
2:15 PM - 2:30 PM (CDT)Inbox Break 
2:30 PM - 3:30 PM (CDT)The Future Of… Panel DiscussionAaron Grossman - Trellance Cooperative Holdings, Inc.
C.J. Klump - VISA Inc
Corey Waite - Rubicon
Mark Alguard - Momentum
Erika Hill - Origence Corporation
3:30 PM - 4:00 PM (CDT)Actionable Insights 

Meet the Speakers

Joel Hartzler
Full Name
Joel Hartzler
Job Title
Stewardship Dev Dir
Organization
Filene Research Institute
C.J. Klump
Full Name
C.J. Klump
Job Title
Senior Director, Consumer Credit Products
Organization
VISA Inc
Aaron Grossman
Full Name
Aaron Grossman
Job Title
Vice President of Sales
Organization
Trellance Cooperative Holdings, Inc.
Erika Hill
Full Name
Erika Hill
Job Title
Vice President, Marketing Strategy
Organization
Origence Corporation
Hope Schau
Full Name
Hope Schau
Job Title
Gilly Family Endowed Chair in Marketing
Organization
University of California, Irvine
Corey Waite
Full Name
Corey Waite
Job Title
Founder & CEO
Organization
Rubicon
Mark Alguard
Full Name
Mark Alguard
Job Title
President
Organization
Momentum

Travel Information

Should you be traveling in for our Roadshow please consider the following information:

 

American Airlines Credit Union Parking:
Guest parking spaces are available in the service lot adjacent to the branch on the southside of the building and in the visitor section in the nearby parking garage 

 

Hotel Accommodations:
Marriott DFW Airport South
4151 Centreport Drive
Fort Worth, Texas, 76155
(817) 358-1700
Marriott DFW Airport South Website

Discounted Room Rate: $172.00/night plus applicable taxes.

Please use our Filene Hotel Room Block link for the discounted rate:  Marriott DFW Airport South Room Reservation

Should you have additional questions regarding travel arrangements, please email Darice E. Goodwin our Senior Manager, Events & Experience at Darice@filene.org.

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.