Agenda
Select the tab for the corresponding agenda
Name | Time | Description | Track | Add To Calendar |
---|---|---|---|---|
Monday, May 8, 2023 | ||||
Welcome Reception | 5:30 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 | ||||
Breakfast | 8:00 AM - 9:00 AM (EDT) | In-Person | ||
Think Tank Community Meeting | 9:00 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 Meeting | 9:00 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 Meeting | 9:00 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 Lunch | 12:00 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 Workshop | 1:00 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 Session | 1:00 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 Session | 3:00 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 Works | 3:25 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-Being | 4:00 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 Diversity | 4:30 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 Esper | 5:10 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 Foundry | 5:45 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 | ||||
Breakfast | 8:00 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 Panel | 9:45 AM - 10:15 AM (EDT) | Hybrid (Both Audiences) | ||
Networking Break | 10:15 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 Impact | 10:45 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 Participants | 11:20 AM - 12:00 PM (EDT) | Perspectives from Filene's Racial Economic Equity Incubator | Hybrid (Both Audiences) | |
Lunch | 12:00 PM - 1:00 PM (EDT) | In-Person | ||
Breakout D: Town Hall with Trellance | 1:00 PM - 1:45 PM (EDT) | Small group deep dive | In-Person | |
Breakout A: Town Hall with Bill Maurer, Partnerships for Growth | 1:00 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 Impact | 1:00 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 Are | 1:00 PM - 1:45 PM (EDT) | Small group deep dive: Meeting Members Where They Are | In-Person | |
Spark! Co-Creation Session | 1:00 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 Break | 1:45 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 Services | 2:15 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 Purpose | 3:00 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 2 | 3:30 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 Reception | 5:30 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 | ||||
Breakfast | 8:00 AM - 9:00 AM (EDT) | In-Person | ||
HerMoney Workshop | 1:00 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 Session | 3:00 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 Works | 3:25 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-Being | 4:00 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 Diversity | 4:30 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 Esper | 5:10 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 Foundry | 5:45 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 | ||||
Breakfast | 8:00 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 Panel | 9:45 AM - 10:15 AM (EDT) | Hybrid (Both Audiences) | ||
Networking Break | 10:15 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 Impact | 10:45 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 Participants | 11:20 AM - 12:00 PM (EDT) | Perspectives from Filene's Racial Economic Equity Incubator | Hybrid (Both Audiences) | |
Lunch | 12:00 PM - 1:00 PM (EDT) | In-Person | ||
Breakout B: Town Hall with Mai Nguyen and Jeffrey Robinson, Innovation for Impact | 1:00 PM - 1:45 PM (EDT) | Small group deep dive: Innovation for Impact | In-Person | |
Breakout D: Town Hall with Trellance | 1:00 PM - 1:45 PM (EDT) | Small group deep dive | In-Person | |
Breakout C: Town Hall with Lisa Servon & Quinetta Roberson, Meeting Members Where They Are | 1:00 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 Growth | 1:00 PM - 1:45 PM (EDT) | Small group deep dive: Partnerships for Growth | In-Person | |
Spark! Co-Creation Session | 1:00 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 Break | 1:45 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 Services | 2:15 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 Purpose | 3:00 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 2 | 3:30 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 Session | 3:00 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 Works | 3:25 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-Being | 4:00 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 Diversity | 4:30 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 Esper | 5:10 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 Panel | 9:45 AM - 10:15 AM (EDT) | Hybrid (Both Audiences) | ||
Networking Break | 10:15 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 Impact | 10:45 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 Participants | 11:20 AM - 12:00 PM (EDT) | Perspectives from Filene's Racial Economic Equity Incubator | Hybrid (Both Audiences) | |
Networking Break | 1:45 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 Services | 2:15 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 Purpose | 3:00 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 2 | 3:30 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) |