Agenda

Select the tab for the corresponding agenda

Name Time Description Track Add To Calendar
Monday, May 8, 2023
Welcome Reception5:30 PM - 7:00 PM (EDT)

Grab a beverage of choice and meet other members of Filene's esteemed leadership communities at this casual reception to kick-off Spark!

In-Person
Tuesday, May 9, 2023
Breakfast8:00 AM - 9:00 AM (EDT) In-Person
Think Tank Community Meeting9:00 AM - 12:00 PM (EDT)

Leaders from Filene's Think Tank will use this time to collaborate face-to-face and drive the agenda forward through topic based discussions.

Invitation Only
Inner Circle Community Meeting9:00 AM - 12:00 PM (EDT)

Leaders from Filene's Inner Circle will use this time to collaborate face-to-face and drive the agenda forward through topic based discussions.

Invitation Only
i3 Community Meeting9:00 AM - 12:00 PM (EDT)

Innovators from Filene's i3 development program will use this time to collaborate with their team members live.

Invitation Only
Filene Communities Lunch12:00 PM - 1:00 PM (EDT)

Gather together and share insights learned in your morning sessions while we refuel for an exciting afternoon.

Invitation Only
HerMoney Workshop1:00 PM - 2:45 PM (EDT)

Together we will discuss lessons learned from the team that did it best. Jean Chatzky’s HerMoney team cracked the code of how to meet consumers where they are with the financial literacy content they want.

HerMoney successfully grew an audience of more than 550,000 followers on social media, more than 250,000 podcast listens per month, more than 2M visitors on their website annually, and 100,000+ newsletter subscribers. How did they do it? What worked best in what channel? What was the winning content strategy? All will be revealed.

In-Person
Lab Session1:00 PM - 2:45 PM (EDT)

The Lab at Filene's sponsors will gather and exchange insights obtained from the different pilots currently underway.

Invitation Only
i3 Community Meeting (continued)1:00 PM - 2:45 PM (EDT)

Innovators from Filene's i3 development program will participate in an exclusive session with Communication and Performance Coach Kelsey Crouch. 

Invitation Only
Spark! Opening Session3:00 PM - 3:25 PM (EDT)

Join as as we officially kick off Spark! to bring you fresh insights inside and outside of the industry. We will be joined onstage by our Filene Fellows, industry leaders, and experts outside of the credit union culdesac.

Hybrid (Both Audiences)
Connecting With Members at The Right Time: Financial Literacy That Works3:25 PM - 4:00 PM (EDT)

Join Filene Fellow Dr. Lisa Servon for her latest research insights on that troubled term, financial literacy, and how credit unions can better connect with members in their moment of need.

Hybrid (Both Audiences)
Beyond Financial Literacy: Behavioral Supports to Supporting Financial Well-Being4:00 PM - 4:30 PM (EDT)

With Dr. Lisa Servon and Rachel Lauren, COO & Founder, Debbie Inc.

Hybrid (Both Audiences)
From Check the Box to Leveraging Partnerships: Rethinking Supplier Diversity4:30 PM - 5:10 PM (EDT)

Join Filene Fellow Dr. Quinetta Roberson for her latest research insights on how to best leverage DEI to deepen partnerships with suppliers and other partners.

Hybrid (Both Audiences)
Fireside Chat with Dr. Quinetta Roberson + Terry Esper5:10 PM - 5:45 PM (EDT)

Supplier Diversity Partner Opportunities with Dr. Quinetta Roberson + Terry Esper, Associate Professor of Logistics, The Ohio State University

Hybrid (Both Audiences)
Opening Reception, hosted by the Filene Foundry5:45 PM - 7:00 PM (EDT)

Spark! a new connection or toast with a familiar face during our opening night reception.

In-Person
Wednesday, May 10, 2023
Breakfast8:00 AM - 9:00 AM (EDT) In-Person
Welcome Back!9:00 AM - 9:10 AM (EDT)

Welcome back to Day 2 of Spark! We will hear more from our academic thought leaders, outside experts, and those joining us onsite will have some time to collaborate during one of our afternoon co-creation sessions.

Hybrid (Both Audiences)
New Opportunities in Alternative Underwriting 9:10 AM - 9:45 AM (EDT)

Join Filene Fellow Dr. Bill Maurer for his latest research insights on alternative underwriting and how to assess which models could expand access while growing lending.

Hybrid (Both Audiences)
Credit Union/Fintech Panel9:45 AM - 10:15 AM (EDT) Hybrid (Both Audiences)
Networking Break10:15 AM - 10:45 AM (EDT)

Rejuvenate, connect, or check-in on your inbox while we take a 30-minute break from sessions.

Hybrid (Both Audiences)
Building Entrepreneurial Ecosystems to Deliver Resources, Support, and Capital; Co-Creating Solutions and Centering Racial Equity for Impact10:45 AM - 11:20 AM (EDT)

Join Fellows Dr. Jeffrey Robinson and Dr. Mai Ngyuen for the broader lessons to be drawn from Filene’s Racial Economic Equity Incubator and learn how you can adapt tactics and approaches to grow and improve outcomes in your communities.

Hybrid (Both Audiences)
Insights from Filene's Racial Economic Equity Incubator Participants11:20 AM - 12:00 PM (EDT)

Perspectives from Filene's Racial Economic Equity Incubator

Hybrid (Both Audiences)
Lunch12:00 PM - 1:00 PM (EDT) In-Person
Breakout D: Town Hall with Trellance1:00 PM - 1:45 PM (EDT)

Small group deep dive

In-Person
Breakout A: Town Hall with Bill Maurer, Partnerships for Growth1:00 PM - 1:45 PM (EDT)

Small group deep dive: Partnerships for Growth

In-Person
Breakout B: Town Hall with Mai Nguyen and Jeffrey Robinson, Innovation for Impact1:00 PM - 1:45 PM (EDT)

Small group deep dive: Innovation for Impact

In-Person
Breakout C: Town Hall with Lisa Servon & Quinetta Roberson, Meeting Members Where They Are1:00 PM - 1:45 PM (EDT)

Small group deep dive: Meeting Members Where They Are

In-Person
Spark! Co-Creation Session1:00 PM - 2:00 PM (EDT)We're creating the right combination of ingredients to Spark! real change at your organization. During the co-creation breakouts, attendees will work together to identify and deploy the next-generation ideas needed to drive growth and better serve member needs.In-Person
Networking Break1:45 PM - 2:15 PM (EDT)

Rejuvenate, connect, or check-in on your inbox while we take a 30-minute break from sessions.

Hybrid (Both Audiences)
Decoding Customer Choice in Financial Services2:15 PM - 3:00 PM (EDT)

In this session, Jake Foreman, Chief Program Officer at Member Loyalty Group, will share insights about the evolving competitive landscape of financial services and delve into the factors influencing consumers' decision-making in selecting a financial services provider and, more importantly, what drives switching behaviors. You'll gain valuable insights into market share leaders, including competitive strengths and weaknesses influencing loyalty and brand choice – taking into account the new market dynamics introduced by FinTechs.

Hybrid (Both Audiences)
Closing Keynote with Keith Schumann from Cricket Wireless, Growth Through Purpose3:00 PM - 3:30 PM (EDT)

Growth Through Purpose: The Cricket Wireless Story: In this session, Keith Schumann, AVP of Marketing at Cricket Wireless, will be sharing the Cricket story and his personal journey being part of a purpose-driven community brand.  Through this discussion, you will learn about three key focus areas that have made Cricket Wireless the fastest-growing prepaid company in the nation for the 4th year in a row: providing a simple approach, smarter value, and better experiences.  Keith will explore why people who come to Cricket stay with Cricket; share how you CAN earn loyalty serving minority and low-income communities; and how Cricket helps its customers stress less and smile more.

Hybrid (Both Audiences)
Closing Remarks & Key Insights from Day 23:30 PM - 4:00 PM (EDT)

It's time to Spark! your ideas into action and leave with new energy, insights, and ahas to take back to your teams.

Hybrid (Both Audiences)
Name Time Description Track Add To Calendar
Monday, May 8, 2023
Welcome Reception5:30 PM - 7:00 PM (EDT)

Grab a beverage of choice and meet other members of Filene's esteemed leadership communities at this casual reception to kick-off Spark!

In-Person
Tuesday, May 9, 2023
Breakfast8:00 AM - 9:00 AM (EDT) In-Person
HerMoney Workshop1:00 PM - 2:45 PM (EDT)

Together we will discuss lessons learned from the team that did it best. Jean Chatzky’s HerMoney team cracked the code of how to meet consumers where they are with the financial literacy content they want.

HerMoney successfully grew an audience of more than 550,000 followers on social media, more than 250,000 podcast listens per month, more than 2M visitors on their website annually, and 100,000+ newsletter subscribers. How did they do it? What worked best in what channel? What was the winning content strategy? All will be revealed.

In-Person
Spark! Opening Session3:00 PM - 3:25 PM (EDT)

Join as as we officially kick off Spark! to bring you fresh insights inside and outside of the industry. We will be joined onstage by our Filene Fellows, industry leaders, and experts outside of the credit union culdesac.

Hybrid (Both Audiences)
Connecting With Members at The Right Time: Financial Literacy That Works3:25 PM - 4:00 PM (EDT)

Join Filene Fellow Dr. Lisa Servon for her latest research insights on that troubled term, financial literacy, and how credit unions can better connect with members in their moment of need.

Hybrid (Both Audiences)
Beyond Financial Literacy: Behavioral Supports to Supporting Financial Well-Being4:00 PM - 4:30 PM (EDT)

With Dr. Lisa Servon and Rachel Lauren, COO & Founder, Debbie Inc.

Hybrid (Both Audiences)
From Check the Box to Leveraging Partnerships: Rethinking Supplier Diversity4:30 PM - 5:10 PM (EDT)

Join Filene Fellow Dr. Quinetta Roberson for her latest research insights on how to best leverage DEI to deepen partnerships with suppliers and other partners.

Hybrid (Both Audiences)
Fireside Chat with Dr. Quinetta Roberson + Terry Esper5:10 PM - 5:45 PM (EDT)

Supplier Diversity Partner Opportunities with Dr. Quinetta Roberson + Terry Esper, Associate Professor of Logistics, The Ohio State University

Hybrid (Both Audiences)
Opening Reception, hosted by the Filene Foundry5:45 PM - 7:00 PM (EDT)

Spark! a new connection or toast with a familiar face during our opening night reception.

In-Person
Wednesday, May 10, 2023
Breakfast8:00 AM - 9:00 AM (EDT) In-Person
Welcome Back!9:00 AM - 9:10 AM (EDT)

Welcome back to Day 2 of Spark! We will hear more from our academic thought leaders, outside experts, and those joining us onsite will have some time to collaborate during one of our afternoon co-creation sessions.

Hybrid (Both Audiences)
New Opportunities in Alternative Underwriting 9:10 AM - 9:45 AM (EDT)

Join Filene Fellow Dr. Bill Maurer for his latest research insights on alternative underwriting and how to assess which models could expand access while growing lending.

Hybrid (Both Audiences)
Credit Union/Fintech Panel9:45 AM - 10:15 AM (EDT) Hybrid (Both Audiences)
Networking Break10:15 AM - 10:45 AM (EDT)

Rejuvenate, connect, or check-in on your inbox while we take a 30-minute break from sessions.

Hybrid (Both Audiences)
Building Entrepreneurial Ecosystems to Deliver Resources, Support, and Capital; Co-Creating Solutions and Centering Racial Equity for Impact10:45 AM - 11:20 AM (EDT)

Join Fellows Dr. Jeffrey Robinson and Dr. Mai Ngyuen for the broader lessons to be drawn from Filene’s Racial Economic Equity Incubator and learn how you can adapt tactics and approaches to grow and improve outcomes in your communities.

Hybrid (Both Audiences)
Insights from Filene's Racial Economic Equity Incubator Participants11:20 AM - 12:00 PM (EDT)

Perspectives from Filene's Racial Economic Equity Incubator

Hybrid (Both Audiences)
Lunch12:00 PM - 1:00 PM (EDT) In-Person
Breakout B: Town Hall with Mai Nguyen and Jeffrey Robinson, Innovation for Impact1:00 PM - 1:45 PM (EDT)

Small group deep dive: Innovation for Impact

In-Person
Breakout D: Town Hall with Trellance1:00 PM - 1:45 PM (EDT)

Small group deep dive

In-Person
Breakout C: Town Hall with Lisa Servon & Quinetta Roberson, Meeting Members Where They Are1:00 PM - 1:45 PM (EDT)

Small group deep dive: Meeting Members Where They Are

In-Person
Breakout A: Town Hall with Bill Maurer, Partnerships for Growth1:00 PM - 1:45 PM (EDT)

Small group deep dive: Partnerships for Growth

In-Person
Spark! Co-Creation Session1:00 PM - 2:00 PM (EDT)We're creating the right combination of ingredients to Spark! real change at your organization. During the co-creation breakouts, attendees will work together to identify and deploy the next-generation ideas needed to drive growth and better serve member needs.In-Person
Networking Break1:45 PM - 2:15 PM (EDT)

Rejuvenate, connect, or check-in on your inbox while we take a 30-minute break from sessions.

Hybrid (Both Audiences)
Decoding Customer Choice in Financial Services2:15 PM - 3:00 PM (EDT)

In this session, Jake Foreman, Chief Program Officer at Member Loyalty Group, will share insights about the evolving competitive landscape of financial services and delve into the factors influencing consumers' decision-making in selecting a financial services provider and, more importantly, what drives switching behaviors. You'll gain valuable insights into market share leaders, including competitive strengths and weaknesses influencing loyalty and brand choice – taking into account the new market dynamics introduced by FinTechs.

Hybrid (Both Audiences)
Closing Keynote with Keith Schumann from Cricket Wireless, Growth Through Purpose3:00 PM - 3:30 PM (EDT)

Growth Through Purpose: The Cricket Wireless Story: In this session, Keith Schumann, AVP of Marketing at Cricket Wireless, will be sharing the Cricket story and his personal journey being part of a purpose-driven community brand.  Through this discussion, you will learn about three key focus areas that have made Cricket Wireless the fastest-growing prepaid company in the nation for the 4th year in a row: providing a simple approach, smarter value, and better experiences.  Keith will explore why people who come to Cricket stay with Cricket; share how you CAN earn loyalty serving minority and low-income communities; and how Cricket helps its customers stress less and smile more.

Hybrid (Both Audiences)
Closing Remarks & Key Insights from Day 23:30 PM - 4:00 PM (EDT)

It's time to Spark! your ideas into action and leave with new energy, insights, and ahas to take back to your teams.

Hybrid (Both Audiences)
Name Time Description Track Add To Calendar
Tuesday, May 9, 2023
Spark! Opening Session3:00 PM - 3:25 PM (EDT)

Join as as we officially kick off Spark! to bring you fresh insights inside and outside of the industry. We will be joined onstage by our Filene Fellows, industry leaders, and experts outside of the credit union culdesac.

Hybrid (Both Audiences)
Connecting With Members at The Right Time: Financial Literacy That Works3:25 PM - 4:00 PM (EDT)

Join Filene Fellow Dr. Lisa Servon for her latest research insights on that troubled term, financial literacy, and how credit unions can better connect with members in their moment of need.

Hybrid (Both Audiences)
Beyond Financial Literacy: Behavioral Supports to Supporting Financial Well-Being4:00 PM - 4:30 PM (EDT)

With Dr. Lisa Servon and Rachel Lauren, COO & Founder, Debbie Inc.

Hybrid (Both Audiences)
From Check the Box to Leveraging Partnerships: Rethinking Supplier Diversity4:30 PM - 5:10 PM (EDT)

Join Filene Fellow Dr. Quinetta Roberson for her latest research insights on how to best leverage DEI to deepen partnerships with suppliers and other partners.

Hybrid (Both Audiences)
Fireside Chat with Dr. Quinetta Roberson + Terry Esper5:10 PM - 5:45 PM (EDT)

Supplier Diversity Partner Opportunities with Dr. Quinetta Roberson + Terry Esper, Associate Professor of Logistics, The Ohio State University

Hybrid (Both Audiences)
Wednesday, May 10, 2023
Welcome Back!9:00 AM - 9:10 AM (EDT)

Welcome back to Day 2 of Spark! We will hear more from our academic thought leaders, outside experts, and those joining us onsite will have some time to collaborate during one of our afternoon co-creation sessions.

Hybrid (Both Audiences)
New Opportunities in Alternative Underwriting 9:10 AM - 9:45 AM (EDT)

Join Filene Fellow Dr. Bill Maurer for his latest research insights on alternative underwriting and how to assess which models could expand access while growing lending.

Hybrid (Both Audiences)
Credit Union/Fintech Panel9:45 AM - 10:15 AM (EDT) Hybrid (Both Audiences)
Networking Break10:15 AM - 10:45 AM (EDT)

Rejuvenate, connect, or check-in on your inbox while we take a 30-minute break from sessions.

Hybrid (Both Audiences)
Building Entrepreneurial Ecosystems to Deliver Resources, Support, and Capital; Co-Creating Solutions and Centering Racial Equity for Impact10:45 AM - 11:20 AM (EDT)

Join Fellows Dr. Jeffrey Robinson and Dr. Mai Ngyuen for the broader lessons to be drawn from Filene’s Racial Economic Equity Incubator and learn how you can adapt tactics and approaches to grow and improve outcomes in your communities.

Hybrid (Both Audiences)
Insights from Filene's Racial Economic Equity Incubator Participants11:20 AM - 12:00 PM (EDT)

Perspectives from Filene's Racial Economic Equity Incubator

Hybrid (Both Audiences)
Networking Break1:45 PM - 2:15 PM (EDT)

Rejuvenate, connect, or check-in on your inbox while we take a 30-minute break from sessions.

Hybrid (Both Audiences)
Decoding Customer Choice in Financial Services2:15 PM - 3:00 PM (EDT)

In this session, Jake Foreman, Chief Program Officer at Member Loyalty Group, will share insights about the evolving competitive landscape of financial services and delve into the factors influencing consumers' decision-making in selecting a financial services provider and, more importantly, what drives switching behaviors. You'll gain valuable insights into market share leaders, including competitive strengths and weaknesses influencing loyalty and brand choice – taking into account the new market dynamics introduced by FinTechs.

Hybrid (Both Audiences)
Closing Keynote with Keith Schumann from Cricket Wireless, Growth Through Purpose3:00 PM - 3:30 PM (EDT)

Growth Through Purpose: The Cricket Wireless Story: In this session, Keith Schumann, AVP of Marketing at Cricket Wireless, will be sharing the Cricket story and his personal journey being part of a purpose-driven community brand.  Through this discussion, you will learn about three key focus areas that have made Cricket Wireless the fastest-growing prepaid company in the nation for the 4th year in a row: providing a simple approach, smarter value, and better experiences.  Keith will explore why people who come to Cricket stay with Cricket; share how you CAN earn loyalty serving minority and low-income communities; and how Cricket helps its customers stress less and smile more.

Hybrid (Both Audiences)
Closing Remarks & Key Insights from Day 23:30 PM - 4:00 PM (EDT)

It's time to Spark! your ideas into action and leave with new energy, insights, and ahas to take back to your teams.

Hybrid (Both Audiences)