Shows
Lytt på Nytt#154 Høiby-fileneHøiby-filene, Epstein-filene, pedo-filene? I dag prater vi om alt! Det gjenstår å se hvem som kommer seg helskinnet ut. En kan jo lure på hvorfor Marita slutta å maile som 12-åring.
2026-02-0441 min
Filene Research InstituteBeing Remarkable with Mark MeyerIn this episode of the Filene Fill-In, Filene CEO Mark Meyer and Executive Vice President Christie Kimbell reflect on what they heard from credit union leaders in 2025 and what those signals suggest about the road ahead. They unpack the realities of leadership right now, including challenges around pace, courage, and alignment and how these issues are connected to Filene’s 2026 theme, Remarkable. You’ll hear from Mark about what it means for credit unions to be remarkable and some of the top opportunities for leadership to meet these moments. The episode also includes on-the-ground stories from First City Credit Union and...
2026-01-1531 min
Filene Research InstituteFilene Fill-in Ep. 84: Design for Digital Pt. 3 - Kim LearIn this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to...
2025-11-0950 min
Filene Research InstituteFilene Fill-in Ep. 83: Design for Digital Pt. 2 - Sumeet GroverIn this Design for Digital Takeover of the Filene Fill-In, host Jerry Kane talks with Sumeet Grover, EVP and Chief Strategic Growth and Digital Officer at University Federal Credit Union (UFCU), about leading digital transformation in a member-centric organization. Sumeet shares how breaking silos, rethinking the operating model, and embedding digital as a business discipline—not just a project—are key to sustained growth. He explains why frictionless beats flashy, how personalization builds trust, and why branches still matter in a digital-first world. The conversation also explores AI’s real potential versus its hype, and how agility and trust can coexis...
2025-10-3049 min
Filene Research InstituteFilene Fill-in Ep. 82: Design for Digital Pt. 1 - Sam RansbothamIn this special Design for Digital Takeover episode of The Filene Fill-In, Jerry Kane sits down with Boston College professor and Me, Myself, and AI co-host Sam Ransbotham to unpack the truth behind the AI hype cycle. From fraud detection and generative tools to agentic AI and the future of work, they explore where artificial intelligence is really creating value and where it’s still catching up to the buzz. Along the way, they swap stories, share laughs, and reflect on how organizations can experiment smartly without losing their footing. Whether you’re curious, cautious, or already knee-deep in AI, this...
2025-10-1657 min
KonspirasjonspoddenUkens konspirasjon: Epstein-fileneFilene etter Jeffrey Epstein skulle gjøres offentlig, det var i hvert fall det Donald Trump sa under valgkampen, men nå har pipen fått en annen lyd. Hva er det i disse filene som er så spennende, og hvorfor mener høyresiden at ufo´er er involvert? Konspirasjonspodden tar en titt.
Ansvarlig redaktør er Kristin Ward Heimdal.
Hør alle episodene fra Konspirasjonspodden eksklusivt hos Podme. Prøv gratis på podme.com.
2025-09-1507 min
Filene Research InstituteFilene Fill-In Ep. 81: Beyond Demographics--The Power of Filene’s Member Segmentation ModelYou know their names, ages, incomes and balances…but does that tell you who your members are? Does it tell you their motivations? How about actionable insights for helping meet their needs in the way that works best for them?
It's no surprise that people with similar demographics can exhibit vastly different consumer behaviors...
But a couple of strategy and marketing leaders in today’s episode believe Filene’s new segmentation model could be revolutionary for credit unions.
In this episode, Filene’s Taylor Nelms guides a conversation with the credit union early adopters of Filene’s Member Voice segmentation tool.
We’l...
2024-06-1040 min
Filene Research InstituteFilene Fill-In Ep. 80: Life Transitions and Financial Consequences"One transition I’m really interested in is the transition from incarceration to entry back into society. The criminal legal system has an enormous impact on peoples’ lives but it’s one that financial institutions don’t seem to think much about."
We have a special discussion for our listeners today as we hand over the reigns to our Filene Fellow for the Center of Excellence for Consumer Financial Lives in Transition, Lisa Servon. Lisa is joined by one of her co-researchers Jamila Harris who is an author and criminal justice advocate for women, to talk about a project they have wor...
2024-06-0437 min
Credit Unions, Coffee & ConversationsMark Meyer - CEO, Filene Research InsitituteMCUL CEO Patty Corkery talks with Filene Research Institute CEO Mark Meyer about what he describes as a “boutique credit union university.” They discuss what kind of research Filene is doing, how they’re doing it and the purpose behind it.
2023-09-2943 min
Filene Research InstituteFilene Fill-In Ep. 79: On More Effective FinLit with Jean ChatzkyToday’s episode is very special – we have a guest on that is well known in the financial world from a national media stage -- and we are unpacking everything about a new, highly valuable Filene member benefit offered through a new partnership between Filene and HerMoney.
Jean Chatzky is a former financial editor of NBC’s TODAY Show, bestselling author, award-winning personal finance journalist and advisor to major media companies & financial firms across the country. The company Jean founded, called HerMoney, makes one of the country’s leading taboos – talking about money-- more accessible, educational and fun, because of how they h...
2023-05-0137 min
The CU2.0 PodcastCU 2.0 Podcast Episode 244 Filene's Taylor Nelms on Small Credit Unions Are BeautifulSend us a textSmall is beautiful.That’s the title of a collection of essays by economist E. F. Schumacher but it might as well be the title of a new Filene research report that explores how small credit unions can thrive. You’re right, mathematically it seems there’s a drip drip drip of small credit union deaths but listen to Taylor Nelms, senior director of research at Fi...
2023-04-1244 min
Banking on Experience powered by BUSINESSNEXTTaylor-Made: Filene's Latest Breakthroughs For Credit Union Success Taylor Nelms is here to reveal Filene's latest Breakthrough research for Credit Union Success. Armed with insights from Filene's cutting-edge incubators, research projects, and focus groups, Taylor talks about the toughest problems facing Credit Unions and how to solve them. Now, let's talk about the awesome organization Taylor Nelms is a part of. Birthed in 1989, Filene Research Institute is like the Area-51 of the Credit Union space. I say that not because Filene has alien spacecraft but because they are responsible for cutting-edge research that sparks innovation for Credit Unions. I...
2023-03-2247 min
Filene Research InstituteFilene Fill-In Ep 78: An Innovation POV in 2023 with MDCSarah Lietz, Chief Experience Officer, MDC and Christie Kimbell, Chief Product Officer, Filene Research Institute provide insights and updates on what is happening in the most innovative pockets of the credit union and financial services space today and how growth-minded leaders can take advantage of innovative ideas to gain a new POV in 2023.
In this episode, we dig into their decades of exploration into learning, growing and keeping up with innovation personally, professional and organizationally.
Here are a few highlights on the insights they share:
Tip 1 – it’s okay to have help when things are overwhelming -- credit unions swim in a...
2023-02-1749 min
Filene Research InstituteFilene Fill-In Ep. 77: Financial Well-Being with Michelle ChristieToday’s conversation is about Financial Well Being… well actually to be more specific, financial well being for all.
For a substantial portion of households, day-to-day financial struggles remain profound in the face of persistent financial fragility and inequity. According to the Financial Health Network’s U.S. Financial Health Pulse, 2 out of 3 Americans are not financially healthy and stark disparities remain across gender, race/ethnicity, and income.
This is not new information, and it is frustrating to feel like this persistent problem will only continue to persist or worsen in today’s social, economic and political environment. But there are thin...
2022-07-1329 min
Filene Research InstituteFilene Fill-In Ep. 76: Bank Dora and Ecosystems of InnovationToday’s conversation is about innovation. I know, right. Innovation this, innovation that, everyone is saying the word innovation so much, it's like the center square on a corporate jargon bingo card.
But here’s the thing: Jeffrey Robinson, Fellow for Filene’s Center of Excellence for Innovation and Incubation tells credit unions “If we don’t innovate, we die.” So, if it’s here to stay, and we do have to innovate – not just say that we are innovating -- what does that actually look like?
We put that question out to our most innovative credit union connections, the members of our i...
2022-06-1441 min
The LimbaughCatherine Filene Shouse (1977) profileCatherine Filene comes up from the Basement and into a Medal profile (15:10). Brian, Christine and Clay get into a heated debate about daylight savings time (2:30). And we give our Medals of The Week (30:50).
https://en.wikipedia.org/wiki/Catherine_Filene_Shouse
twitter.com/limbaughpodcast
Logo design by Olga Shcheglova www.olgashcheglova.com
Theme song by Clay Russell
2022-03-2143 min
Filene Research InstituteFilene Fill-In Ep. 75: Out of the Comfort Zone with Randy Stolp, Filene i3 Wave 17Let’s take a trip back in time to big.bright.minds 2021 where we ran into a very enthusiastic supporter of the Filene i3 program – Randy Stolp. Now, Randy promised he had a very unique and interesting story about how he came to be part of i3 and he definitely delivered.
But before we get to that…let’s look back in time again, this time if we look ALL the way back in history, we see the organizations that implement innovations are the ones that succeed. But to be that kind of organization, we need to grow and develop innovati...
2022-02-2533 min
Filene Research InstituteFilene Fill-In Ep. 74: Cryptocurrencies and Credit Unions with Visions FCU and Quinn DuPontToday’s conversation is one you’ve likely thought about before if you work in the credit union industry -- we’re talking about credit unions and cryptocurrencies.
The purpose of this conversation is to enlighten our credit union listeners to what they need to know about the current state of digital assets and cryptocurrencies, what risks and opportunities exist, what credit unions are doing now, and what it might look like on the horizon.
This is a special conversation however, because we’re not just talking about it in hypotheticals and theories. We’ll start with one of the world’s le...
2022-02-1742 min
Filene Research InstituteFilene Fill-In Ep. 73: Introducing Dr. Jeffrey Robinson, Innovation and Incubation Center Fellow1 in 5 credit union members report that they would be willing to leave their credit union for a bank if innovation was not a priority.
If you’re a regular listener of this podcast, you know that we often bring our research fellows on so that you have a chance to hear directly from them, get to know a little more about the work they are doing and learn about the focus of the research centers they lead.
In March, we officially launched our 6th and final research center of excellence on credit union innovation and incubation. This center studies current tr...
2021-05-2756 min
Filene Research InstituteFilene Fill-In Ep. 72: Introducing Dr. Mai Nguyen, Community Social Impact FellowLast fall, Filene launched a new research center to focus on the power of credit unions’ social and community impact — not only to explore the way that this type of work being done by credit unions, if strategically maximized, partnered and amplified, has potential to significantly and positively transform entire communities, but also to explore the way that, through putting a focus on making transformative change for those they serve, credit unions can rightfully claim a key differentiation point in a crowded financial services space.
To move this focus into action, we needed to find exactly the right person to lead...
2021-05-1251 min
Filene Research InstituteFilene Fill-In Ep. 71: Introducing Dr. Cheri Speier-Pero, Data Analytics FellowData is an amazing thing. It tells us who we are and what we do. And while predicting the choices, preferences and behaviors of one person is nearly impossible, predicting this for many people is a lot easier through the power of data analysis. Once-hidden patterns are revealed, structure emerges, and our data becomes our vision into the future.
If you were told that 4 out of every 10 members will have an interest in product X after they use product Y, would this be valuable information to have? While generally interesting, it’s more than a headline that gets article clicks. We...
2021-01-2157 min
In the Room w/ Todd MarksberryE56: Elry Armaza - Custom Research Director at Filene Research InstituteOn the newest episode of "In the Room w/ Todd Marksberry", this week's guest is Elry Armaza, Custom Research Director at Filene Research Institute, a consumer finance think tank dedicated to scientific and thoughtful analysis about issues affecting consumer financial wellness, the future of credit unions, and cooperative finance. Todd and Elry chat about how it felt moving from a different country to the Midwest of the US, how he got started in the financial industry, how he got his chance at working at his dream job, and how getting data right is critical. The Leadership Co...
2021-01-1959 min
Filene Research InstituteFilene Fill-In Ep. 70: A New Filene i3 for a New WorldSo much has turned uncertain about our world this year – one thing that helps in times of uncertainty is to stay focused in the realm of what we can control. And while we can’t control the future, there is a trick that does give us a bit of control over the shape the future will be in.
When we act in good faith to the question of “How can I become a good ancestor?” we start to behave in a way that helps us set the stage for the best future for those who will exist in that future. And in t...
2020-11-1055 min
Bottled in China: A Wine & Food PodcastA Peek Into The World of Wine Auctions with Shoshana FileneFine wine auctions can be overwhelming and intimidating.But today we’re speaking with an expert about what people buying and how you can get started on building up your cellar. Shoshana Filene joins us to discuss the fine wine market: who are consumers and what wines she’d recommend to start off your cellar..When we interviewed Shoshana, she was fine wine consultant at one of the most respected fine wine auction houses. Today, she’s the VP Sales & Acquisitions at GRW Wine CollectionFind out more: ...
2020-10-3125 min
Filene Research InstituteFilene Fill-In Ep. 69: How Innovation Turns Failure into Opportunity, with Erin ColemanWe’ve witnessed how much of our societal and economic infrastructure has failed--or is brought to the precipice of failure--with any amount of stress put on it over the last handful of months.
Smart organizations right now are looking for ways to infuse innovation into their very DNA: their organizational culture – and create solutions to the most pressing needs of their customers, while energizing their leaders and teams.
I wanted to learn more about how an organization gets there – how they shift their organizational culture to be one where innovation is fundamentally centered – and I know no better resource on the topi...
2020-07-3049 min
Filene Research InstituteFilene Fill-In Ep. 68: Introducing Filene’s Newest Research Fellow Dr. Lisa ServonIn this episode, we introduce you to our newest Filene Fellow for the Center of Excellence for Consumer Financial Lives in Transition. Dr. Lisa Servon is the Kevin and Erica Penn Presidential Professor and Chair of City and Regional Planning at the University of Pennsylvania Stuart Weitzman School of Design.
The Center for Consumer Financial Lives in Transition studies the changing financial lives and livelihoods of consumers, new forms of economic struggle and financial fragility, and how these changes impact the North American credit union system.
As Lisa shares in this interview -- "The work from this center will help...
2020-07-0154 min
Filene Research InstituteFilene Fill-In Ep. 67: Fellow Huggy Rao on "Leading with the Help Muscle"This episode brings you insights from Filene Fellow Huggy Rao, professor of organizational behavior and human resources at Stanford’s Graduate School of Business. Huggy will make you see the link between what you do and the way you do it, and your performance outcomes.
Huggy isn’t your typical professor, you will be well entertained by his colorful language and metaphors throughout. Get inspired by his recommendation to strengthen your help muscle more than your sell muscle. As he said, when you lead with the help muscle by setting up the incentives, culture, and organizational design right, you’ll make y...
2020-06-1147 min
Filene Research InstituteFilene Fill-In Ep. 66: Managing Misinformation in the Midst of a PandemicIn a public health crisis, timely, reliable and trustworthy information is critical to safeguarding people’s health and well-being. Unfortunately, the widespread adoption of digital media and information technologies today has made it easier and faster to produce, disseminate, and be exposed to false or manipulated content, from simple misinformation to conspiracy theories to hate speech.
Our research fellow for the center of excellence for emerging technology, Bill Maurer of UC-Irvine has professed through his work with us that credit unions have a great role to play in lessening consumer anxieties by reassuring their members, fighting to protect their communities, an...
2020-04-2252 min
Filene Research InstituteFilene Fill-In Ep. 65: Introducing New DEI Center Fellow Dr. Quinetta RobersonOn January 13, 2020, Filene officially launched our new Center of Excellence for Diversity, Equity and Inclusion, led by Dr. Quinetta Roberson of Villanova University.
Hear directly from Quinetta in this episode about the work she will be doing, why she feels this research – specifically looking at the interactions between the concepts of diversity, equity and inclusion separately and together -- is so groundbreaking not only for credit unions but for all businesses, and how she came to find her passion for being a researcher and teacher.
The DEI research center is a five-year project aimed to explore DEI opportunities and challenges fo...
2020-02-191h 02
Filene Research InstituteFilene Fill-In Ep. 64: Speaking Of Change 2020 - LIVEHow can credit unions in the 21st century deliver the best member experience?
At the start of each year, Filene takes a moment’s pause to reflect and speak to our local credit union community to share the latest insights from our research and incubation, and examine the changes we see on the horizon.
This year, we share our newest and emerging research on member experience, service excellence and digital transformation, because for the first time ever, banks are scoring higher on customer satisfaction than credit unions. For the credit union of the 21st century to not only survive, but th...
2020-02-1659 min
Filene Research InstituteFilene Fill-In Ep. 63: 2020 Outlook and 2019 Recap with Filene’s Research TeamFor this first episode in 2020 of our podcast, I asked Filene’s entire research team to reflect back and pick what they saw as the most essential research insight from our 2019 library. Then I asked each to give a preview of one report they are excited about sharing with you all in the year ahead.
The team shared insights about the importance of your employee’s financial well-being; smart strategies for serving independent workers with the specific financial products they need; how to provide affordable and responsible funding, services, and support to small businesses and entrepreneurs; design principles that result in u...
2020-01-1436 min
Filene Research InstituteFilene Fill-In Ep. 62: In the Studio with Filene Fellow Sekou BermissJoin us for a special episode in the podcast studio to get to know Filene Fellow for the Center of Excellence for the War for Talent, Sekou Bermiss!
We start with a discussion on the work he’s doing as the lead researcher for the Center. Sekou explains the complexities behind how we know that people are a business’ most critical resource, but yet, finding, hiring and retaining top talent remains a critical obstacle for most organizations. In order to truly start at the start to address this issue, Sekou decided to spend the first couple of years focused on the...
2019-12-181h 07
Filene Research InstituteFilene Fill-In Ep. 61: Fintech Catalyst Incubator and Align ISA Research and ResultsThe US economy has been humming along for more than a decade with unemployment at historical lows, but unfortunately those numbers only tell a part of the story. One in five American households has zero or negative wealth making it difficult to affordably borrow, make consistent loan payments and build strong credit.
In an effort to help credit unions deliver scalable, cost-effective and impactful lending options to members, Filene partnered with CMFG Ventures this summer to launch the FinTech Catalyst Incubator to identify, test and scale promising concepts that could make a difference by helping credit unions innovate, grow, and...
2019-12-0439 min
Filene Research InstituteFilene Fill-In Ep. 60: Competing and Winning on MX with Dennis CampbellEarlier this summer, Filene held a research event focused on creating exceptional member experiences by redesigning organizations from a perspective of both the inside out and the outside in – meaning looking at how your credit union operates and how various internal teams and systems interact, AND looking at how member experiences in turn, inform your operating structure. We were excited to share Filene Fellow for the Center for Organizational Entrepreneurship Dennis Campbell’s latest research report on Member Experience and Service Excellence.
Today, we are even more excited to share Part 2 of the report! So, if member experience is core to y...
2019-11-071h 02
Filene Research InstituteFilene Fill-In Ep. 59: A Look into the Cooperative Trust, Part 2We pick up here where we left off last time learning about the Cooperative Trust community and the Crash experience – if those last few words meant nothing to you, please go back to part 1 and take a listen now. We explain all about this young professional community and these unique event opportunities for them in that episode! If you’re ready for Part 2, here we go!
In this episode, we highlight the ways we are stronger when we gather together. When we work in cooperation. When we develop our talent and our ideas collectively, and when we grow networks of inno...
2019-10-2253 min
Filene Research InstituteFilene Fill-In Ep. 58: A Look into the Cooperative Trust, Part 1We are wired for connection; it is part of our DNA. Human beings have a basic need to belong to groups and form relationships – and we spend much of our lives doing just that. What we don’t often measure is the power that those connections give us to make an impact on the world around us. Insight, inspiration, innovation…none of this happens in isolation.
Credit unions especially are uniquely positioned to tap into this power through their cooperative nature. In this two-part episode, we take a look into The Cooperative Trust – the credit union industry’s largest young profession...
2019-10-0154 min
Filene Research InstituteFilene Fill-In Ep. 57: Happy Birthday Ed Filene!Edward Albert Filene was born on September 3, 1860. While the world was very different nearly 160 years ago when our namesake was born, it has been fascinating to pause this week, taking a moment to learn more about Ed’s beliefs, values, actions and accomplishments from his lifetime and realize how much those same ideas – of fairness, of equality, hard work, democratic control, of giving back and pushing for constant progress – are still very much so relevant today.
To that end, I am thrilled to present our “Happy Birthday, Ed Filene” tribute podcast. I asked Filene staff to share their favorite fact about our...
2019-09-0331 min
Filene Research InstituteFilene Fill-In Ep. 56: Car Ride Conversation with Filene Fellow Bill MaurerThis one is for all of you that love stories about money…where it came from, where it’s going, how it’s going to get there and how our lives will always be impacted by the ways we use physical and digital currencies.
Join us on this trip with Bill Maurer -- Filene Fellow for our Center of Excellence on Emerging Technology and Dean and Professor at the University of California Irvine. Literally, it’s a trip -- we recorded this on the road from Chicago to our office in Madison. What you’re about to hear is a rare telli...
2019-08-2158 min
Filene Research InstituteFilene Fill-In Ep. 55: A Conversation with AACUC's Renée SattiewhiteWe had the chance to talk with Renee Sattiewhite, Executive Director of the African American Credit Union Coalition at CUNA’s Governmental Affairs Conference this year. I wanted to learn more about the AACUC, learn what initiatives they are working on this year and beyond, and better understand some things Renee mentioned to me around a data challenge this industry has as well as things we can all do to help her and the AACUC be successful in their mission. As you’ll hear, Renee urges us instead of looking at these things like a diversity and inclusion problem, let’s look...
2019-08-0624 min
Filene Research InstituteFilene Fill-In Ep. 54: Eyes on i3; 2019 Spring Projects, Part 2This episode picks up where episode 52 left off with our most recent i3 team projects. You’re about to hear from 3 more teams about their experiences working together, examining a problem and approaching a viable solution with care. They talked about how weighty, significant and challenging some of their issues to solve were but by trusting the process, counting on each other for support and staying connected to root causes rather than shiny technological fixes, they all felt good about the paths they went down.
Now that the Filene i3 application window is closed for this year, we’re in the...
2019-07-3048 min
Filene Research InstituteFilene Fill-In Ep. 53: Celebrating 30 Years of Filene ResearchOn May 31, 1989, Filene was officially incorporated as an organization, which means we are now celebrating 30 years of existence. In this interview with Filene’s chief research and development officer, George Hofheimer, we talk about the past and future of Filene, George’s take on the evolution of our work and some of his favorite reports from our nearly 500! We also explore what outcomes and impacts have happened since the 1990s and 2000s in the financial services industry, like state law changes, that started from ideas emerging from our research.
George gives some origin stories on Filene i3, The Cooperative Trust and...
2019-07-0945 min
Filene Research InstituteFilene Fill-In Ep. 52: Eyes on i3; 2019 Spring Projects and 2020 ApplicationsIf you’re interested in what a day in the life of an i3er is like, this is your chance to get that inside look. I sat down with all 6 of the i3 teams that recently presented their projects at Filene’s “Future of Trust” research event in Seattle. They talked about what problem their solutions aimed to fix, how they came to their solutions, how they worked together as a cohesive team, and how the i3 program helped them not only with these projects but will continue to help them be better problem solvers back at their credit unions...
2019-06-2453 min
Filene Research InstituteFilene Fill-In Ep. 51: Talking Blockchain With Keynote Speaker Dr. Lana SwartzDr. Lana Swartz, Assistant Professor in the Department of Media Studies at the University of Virginia spoke at the Filene breakfast this year about industries that are using the blockchain and why credit unions might want to consider its use, too.
Lana studies money as a communications technology, focusing in particular on the history of payments and new financial technologies. She’s been featured in The Atlantic and reached the status of “Bitcoin famous” when she appeared in a Netflix documentary on cryptocurrencies.
After the GAC talk, I sat down with Lana to get a better understanding of blockchain technology, in ord...
2019-05-1927 min
Filene Research InstituteFilene Fill-In Ep. 50: Talking Algorithms and Algorithmic Systems with Dr. Nick SeaverWhat really is an algorithm? This episode dives a bit deeper into this topic that we’ve talked about here before and relates to much of our research on emerging technology.
I wanted to know more, in ordinary terms, not only what an algorithm is, but how they work, and what the prevalence of the use of artificial intelligence and algorithms mean for consumer and cooperative finance.
Filene’s Research Director, Taylor Nelms brings us his friend Dr. Nick Seaver, Assistant Professor of Anthropology at Tufts University, who has written a book about the making of algorithmic music recommendations, to prov...
2019-05-1053 min
Filene Research InstituteFilene Fill-In Ep. 49: The Credit Union of the 21st Century!In many ways, the credit union model in this country was officially defined in 1934 by the Federal Credit Union Act (FCUA). At the time, credit unions’ main focus was around promoting savings and thrift, and providing people of modest means access to fair credit to pursue productive investments. While this remains the foundation of the model, the practical definitions of many of the elements affecting financial services and consumers then have fundamentally changed, and many influential factors that did not exist then cannot be ignored within financial conversations today. For that reason, among others, its necessary to take a fresh lo...
2019-05-0241 minThe CU2.0 PodcastCU2.0 Podcast Episode 33 Erin Coleman Filene on Thinking Big and BetterSend us a textHow long does it takes your credit union to respond to a mortgage application with a verdict? Anything longer than 10 minutes just may be too long. Are you still in the game?At Filene, Erin Coleman, senior impact director, mulls just that kind of question as she hunts for ways for credit unions to stay competitive in a landscape that is ever more perilous.She also discusses the need for credit unions to involve more young people - as members, sure, but also as employees and as volunteers, even b...
2019-04-2435 min
Filene Research InstituteFilene Fill-In Ep. 48: Do Credit Union Mergers Create Member Value? (You Might Not Be Surprised!)Mergers-- they have dramatically restructured the credit union system over the last 5 decades. And Credit union leaders have accepted this as a reality of the current financial services landscape.
But that does not mean leaders should approach a merger without caution and due diligence. Many leaders are rightly concerned about how a merger would affect their operations, their employees, and—especially -- their members. Many seek evidence of the benefits and downsides. As the system consolidates into fewer, larger credit unions, a question lingers: Do mergers create value for members?
Fortunately to help guide us through the complexities of that se...
2019-04-1542 min
Filene Research InstituteFilene Fill-In Ep. 47: Who Do Credit Unions Belong To? (You might be surprised)For today's show, I am joined by Filene’s Managing Director of Research, Taylor Nelms, as we interview Andrew Turner, Legal Research and Writing Faculty at the University of Wisconsin Law School and author of “Who Do Credit Unions Belong To? The Promise and Peril of Being Undefined in a Time of Political and Social Polarization.”
In a time in America when everything seems politicized and polarized, sliced and diced in a million different ways, this isn't affecting who uses credit unions. This study explores why this is the case and whether that helps or hurts credit unions, and ultimately, their...
2019-04-0259 min
Filene Research InstituteFilene Fill-In Ep. 46: Streaming from the Swift StudioIn the spirit of our love for prototyping and innovation that changes lives, we at Filene are trying something new today: a research-based streaming music service for the cooperative finance industry. Currently, we have only one song in our song library, but we look to build it up over time. To celebrate this new venture, we would like to give you advance access to that song. Performed live in the Swift Studio we present you with… “Filene”
Filene, Filene, Filene, Filene
Thinking Forward. Changing Lives.
Filene.
30 Years yearning to know
Watching how our research grows
It’s cutting-edge
It’s here for y...
2019-04-0105 min
Filene Research InstituteFilene Fill-In Ep. 45: LIVE - Speaking Of Change 2019Filene Research Institute’s namesake, Ed Filene, wrote the book “Speaking of Change” in which he emphasized the importance of always looking ahead, never remaining stagnant and keeping up with ever changing times. And at the start of each year, Filene takes a moment’s pause to reflect and speak to our local credit union community to share the latest insights from our research and incubation and examine the changes we see on the horizon.
If you were not able to join us live or you want a refresher of the topics we covered, this recording is for you.
So grab a c...
2019-03-0656 min
Filene Research InstituteFilene Fill-In Ep. 44: "Is your credit union ready to welcome me?" with Dreamer Kenia CalderonToday’s episode is extra special. We shared our office space last month with Coopera -- a consulting firm located in Des Moines, Iowa, focused on helping credit unions and other organizations grow by reaching and serving the Hispanic market. That brought Kenia Calderon to our podcast studio to share her story of how she came to work with Coopera and her experience as a Dreamer getting a loan through a credit union for her Deferred Action for Childhood Arrivals or DACA application. After attending university, Kenia became Coopera’s Client relations director and works closely with credit unions and othe...
2019-02-0448 min
Filene Research InstituteFilene Fill-In Ep. 43: Domestic Violence Recovery Loan Program—Research vs. In-PracticeCredit unions have a unique vantage point to see the way financial barriers hold people back day-in and day-out. And they’re also in a unique position to do something to support those most vulnerable. In today’s podcast we take a look at the very real and complicated way that economic abuse can keep survivors of domestic violence in their abusive relationships.
Thanks to the work being done through the Domestic Violence Recovery Loan program, we’re not only gaining a better understanding of the complexity of this issue -- but also seeing the determination from organizations like Michigan State...
2019-01-2451 min
Filene Research InstituteFilene Fill-In Ep. 42: How to “see sooner” and “act faster” when change is relentlessThe financial industry has long faced change: in technology, consumer preferences, regulation, and new business models. To thrive, credit union leaders, like all financial providers, must scan for shifts in their institutions and markets. To do so, credit union leaders need to master the twin challenges of organizational vigilance – or “seeing sooner” -- and of adaptive capacity – or “acting faster” -- as their environments change.
In today's episode, we hear from the authors of Filene's newest research report, "Preparing for a More Turbulent Future: How Credit Unions Can Remain Vigilant and Adaptive," Paul Schoemaker and George Day. They share recommendations about how cr...
2018-12-211h 08
Filene Research InstituteFilene Fill-In Ep. 41: Diving Headfirst Into the (Applicant) PoolWe’ve boiled down our latest research about attraction and retention strategies for credit unions from our Center for the War for Talent. Our new report is called “Diving Headfirst into the Applicant Pool: How Employee Attraction Impacts Employee Retention” by filene fellow Sekou Bermiss at the University of Texas Austin.
First, we talk with someone on the front lines of the work of attracting and retaining top talent at credit unions. Betsy Sommers, Senior Vice President at Seasons Federal Credit Union in Middletown Connecticut shares fascinating details on the job market in her state, and the trend of outward migrat...
2018-06-2926 min
Filene Research InstituteFilene Fill-In Ep. 40: Credit Unions' Acquisitions of Banks and ThriftsSo, a professor, a lawyer and a CEO walk into… a podcast…? No this isn’t the set up for a joke…But it is an amazing tale of a credit union growth strategy with seemingly no downside that we could find at least. This is the tale of credit unions’ acquisition of banks and thrifts, as told by David Walker, professor & director emeritus of the Capital Markets Research Center at Georgetown University -- who authored our research report … and Michael Bell, the lawyer who has represented financial institutions across the U.S. through more than 30 M & A transactions in the past 5 y...
2018-06-0539 min
Filene Research InstituteFilene Fill-In Ep. 39: What’s the real issue with small dollar loans?Interview: Ben Morales, Chief Technology and Operations Officer at Washington State Employees Credit Union and CEO of QCash Financial -- about the real issue behind small-dollar lending.
The Federal Reserve surveyed more than 5,000 people to see if their personal financial situations were improving along with the economy, and about 46 percent of them said they did not have enough money to cover a $400 emergency expense.
That got me thinking about all the noise we’re hearing today about payday lending regulations, exemptions for credit unions and community banks, sensible regulations, payday lending alternatives and whatever the heck is happening with the CF...
2018-05-1027 min
Filene Research InstituteFilene Fill-In Ep. 38: Will Be Done Part 2 -- Why WILL it matter?Thank you for joining us for part two of our show about Will Be Done – the tool that helps people create wills. It might seem like a tricky subject, or a space that financial institutions don’t see a reason to get into with members, but really, it is a perfect fit. If you protect a member’s financial assets their whole lives, why wouldn’t you also help them protect what happens once they’re gone?
Don’t just take it from me though…in this episode we hear from two people who have been involved at various stages of the creatio...
2018-05-0135 min
Filene Research InstituteFilene Fill-In Ep. 37: Will Be Done Part 1 -- What WILL it be?We don’t regularly just sit around and talk about our own deaths at Filene… but sometimes we do. A number of us realized we don't have wills and no plans to get one soon. But that's not a good way to be. This episode explores the build-out of an innovative program for credit unions to help their members by making the will-creation process easier so their assets and wishes are protected. An i3 team is currently looking for credit unions to test their built-out program with members. Here's a look at what's behind the idea and why you might be i...
2018-04-1928 min
Filene Research InstituteFilene Fill-In Ep. 36: A conversation on Open-Book Management with Harvard professor Dennis CampbellBased on three principles: transparency, trust and fair treatment, open-book management engages with employees and gets them to think and act like owners, creating a culture of employee ownership in credit unions. In today's show, we chat with Dennis Campbell, Filene Fellow and Dwight P. Robinson Jr. Professor at Harvard Business School, to discuss the ins-and-outs of open-book management for credit unions.
2018-03-3034 min
Filene Research InstituteFilene Fill-In Ep. 35: Speaking of ChangeToday’s show is a LIVE episode, from Filene’s annual “State of the (Credit) Union” address, where we showcase elements of our body of work, what’s new at Filene, and what we see emerging in the marketplace – all very important stuff for our members to hear about. You'll hear updates and insights from Mark, Tansley, George, Elry, Ryan, Andrew, Lauren, Cortney and Adam on all things under the sun and then some...so sit back and enjoy "Speaking of Change!"
2018-01-2754 min
Filene Research InstituteFilene Fill-In Ep. 34: RegTech & Credit Unions--Trench Stories, Love & AspirationToday we have a very special episode of the Podcast, coming at you from our RESEARCH (dream) TEAM! This is our “Wildcard” output for the newly released research report “Credit Union Regtech: Innovation and Expertise.”
What is that? Well the report covers What can be done to help ease the regulatory responsibilities for credit unions-- And looks at what emerging technology is available to help credit unions better manage these responsibilities.
But right now, you’re about to hear from two credit union people well versed with managing regulations: Liz Hayes, President and CEO at Infinity Federal Credit Union, and Brian Godw...
2018-01-0855 min
America's Credit UnionsInnovation and insight with Filene’s Andrew Downin, Part 2Andrew Downin is passionate about uncovering insights into the minds of consumers and the world of credit unions. He is the managing director of research for the Filene Research Institute.
2017-12-2834 minCUNA News PodcastInnovation and insight with Filene’s Andrew Downin, Part 2Andrew Downin is passionate about uncovering insights into the minds of consumers and the world of credit unions. He is the managing director of research for the Filene Research Institute.
2017-12-2834 minCUNA News PodcastInnovation and insight with Filene’s Andrew Downin, Part 1Andrew Downin is passionate about uncovering insights into the minds of consumers and the world of credit unions. He is the managing director of research for the Filene Research Institute.
2017-12-2134 minCUNA News PodcastThe future of financial services with Filene’s Mark MeyerMark Meyer is the CEO of the credit union think tank the Filene Research Institute. Meyer, is an internationally recognized consumer finance expert that has been published in dozens of publications and lectured in a variety of settings.
2017-12-0725 min
Filene Research InstituteFilene Fill-In Ep. 33: A Conversation on Financial JusticeLisa Servon, professor and author of "The Unbanking of America: How the New Middle Class Survives" speaks with us on this episode of the podcast. Together with Filene's Incubator Director Adam Lee, we start a conversation on financial justice, to be continued on Oct. 2 at our event in Madison WI and again on Oct. 3 at the YWCA Madison's Racial Justice Summit. Also to be continued in communities and credit unions across the country. Listen now to get it started where you are. And if you're in Madison, register for our discussion with Lisa Servon here: https://www.eventbrite.com/e...
2017-09-2738 minCUNA News PodcastInnovation and insight with Filene’s Andrew Downin, Part 2Andrew Downin is passionate about uncovering insights into the minds of consumers and the world of credit unions. He is the managing director of research for the Filene Research Institute.
2017-06-2234 min
Filene Research InstituteFilene Fill-In Ep. 32: Two Wins and a Miss for Credit UnionsToday's story looks at two credit unions doing everything they can to support and grow their communities' small business sectors by building out programs that cater to the needs of business owners and entrepreneurs. These credit unions, Alterna Savings in Canada and Neighborhood Trust in New York, are part of Filene's Financial Empowerment Incubator work and are actively testing new programs to serve those who traditionally are underserved or don't have access to other financial institutions or services.
Then we talk with a brand new small business owner just looking to open a few basic business accounts with a credit...
2017-06-1656 min
Filene Research InstituteFilene Fill-In Ep. 31: We Can #BuyTwitter?Are you on Social Media? Are you a Twitter user? Why does that sound oddly similar to the language we would use to talk about drug use…being ‘on’ something…being a user of something…have you ever thought of who’s behind those platforms, making you see, think and feel certain ways?
What if instead of some other corporation buying up a 'failing' Twitter and all our data, we, the users, could buy it? What if it could be a democratically controlled social media platform owned by those who use it, structured as a cooperative? Wouldn't that be great?! That is exac...
2017-05-1954 min
Filene Research InstituteFilene Fill-In Ep. 30: Making Families Less Awkward...Sort OfFamilies can be awkward…way awkward. And we can’t help that here at Filene. In fact, we think of ourselves as one big family and we’re awkward as all heck. "Awkward family photos" ticks up a notch in Google searches whenever a number of us get in the same room. (Case in point: https://goo.gl/0HmElg)
So yeah, while we can’t do anything about making our families less awkward, we can do something to take the awkwardness out of lending money between friends and family. That's what the winning concept from Filene i3 attempts to do. And a pr...
2017-04-2524 min
Filene Research InstituteFilene Fill-In Ep. 29: Financial Literacy Learnings with Annamaria LusardiToday’s interview is a first for our podcast, I visited the home base of one of our research fellows on a recent trip to Washington D.C. Annamaria Lusardi showed me around her humble but impressive research center on Financial Literacy, located in the heart of the George Washington University campus.
We spoke about the work she’s doing through the Global Financial Literacy Excellence Center (GFLEC), and the ways in which her work is changing global financial literacy methodology and practice, shaping the world’s research on the topic, and influencing national and international financial literacy policy.
I asked...
2017-04-1329 min
Filene Research InstituteFilene Fill-In Ep. 28: Research Center & Colloquia News from AndrewManaging Director of Research at Filene, Andrew Downin, speaks with me about the Institute's research strategy pivot to the 5 Centers of Excellence as well as our 5 Colloquia (NOT Colloquiums!) happening throughout this year. I've also included a mini-interview with Filene Fellow Huggy Rao who offers deeper explanation of his 7 mantras for scaling excellence. Pro tip: Email Andrew at AndrewD@Filene.org to get more info on participating in research or other activities with Filene AND to find out when the snow pile outside his office window finally melted (or has it not yet?? You won't know till you ask Andrew!)
...
2017-04-0730 min
Filene Research InstituteFilene Fill-In Ep. 27: The Right Coach for the Job w/Jimese and MikeImpact Director Jimese Harkley and Mike Neill of Vertex talk about the challenging task of training high-level leaders and the impact good coaching can have on the entire organization. Through Filene's research we've found a solution in Vertex, and Jimese shares her experience using the program and an exciting new way to use this virtual tool in a real life setting.
After listening to the podcast, check out more about the program here: https://filene.org/programs-and-services/program/vertex-manager-training
And sign up for the April 13 Vertex Webinar here: https://filene.org/join/event/win-the-war-for-talent-exploring-coaching-beyond-the-individual-experience
2017-03-3032 min
Filene Research InstituteFilene Fill-In Ep. 26: Visa is Planting the Seed; Growing Credit Union Careers (Part 2)Today’s podcast offers PART 2 of interviews recorded at CUNA's Governmental Affairs Conference at the end of February. With Visa SVP, Doug Leighton, head of community accounts, we talk about Filene's 5th Center of Excellence, focused on the war for talent.
Doug shares why Visa finds it so important to support credit unions, to help them win top talent in the face of intense competition and help bring an entire generation, first as employees and then as members, into the credit union movement.
Check out PART 1 of this podcast first if you haven't yet: https://soundcloud.com/user-306424525/filene-fill-in-ep-25-shoe-twins-sekou-and-george-on-attracting-top-talent Th...
2017-03-2421 min
Filene Research InstituteFilene Fill-In Ep. 25: Shoe Twins Sekou and George on Attracting Top Talent (Part 1)In Part 1 of this episode on our newest research Center of Excellence on the 'War for Talent,' I speak with Dr. Sekou Bermiss, Filene Fellow for the Center and Assistant Professor of Management at the McCombs School of Business at the University of Texas at Austin. I'm also joined by Filene's Chief Knowledge Officer, George Hofheimer, to discuss what we can expect to come out of this research and how it will help credit unions attract and retain top talent.
We also talk about a special event--the Center's first annual research colloquium, on Sept. 14--which gives credit unions and...
2017-03-1421 min
Filene Research InstituteFilene Fill-In Ep. 24: Brandon and Matt, OG Crashers of The Cooperative Trust (Part 2)The Cooperative Trust, a nation-wide community of young credit union professionals that attend some of the industry's most important events together in their own way, has won the 2017 Herb Wegner Memorial Outstanding Program Award. Those who have been involved with this program from its very first days find it more than unbelievable to win such an honor, largely because of the non-traditional beginning of a program driven by young people who simply wanted to show up at the credit union industry's biggest convergence. It's at this very event, 7 years after the first "crash" event, that the program is awarded one...
2017-03-0617 min
Filene Research InstituteFilene Fill-In Ep. 23: The Brent and James Bookends of The Cooperative Trust (Part 1)The Cooperative Trust, a nation-wide community of young credit union professionals that attend some of the industry's most important events together in their own way, has won the 2017 Herb Wegner Memorial Outstanding Program Award. Those who have been involved with this program from its very first days find it more than unbelievable to win such an honor, largely because of the non-traditional beginning of a program driven by young people who simply wanted to show up at the credit union industry's biggest convergence. It's at this very event, 7 years after the first "crash" event, that the program is awarded one...
2017-02-2421 min
Filene Research InstituteFilene Fill-In Ep. 22: On Onboardability with Sean and JimeseFilene Impact Director Jimese Harkley and Onboardability CEO & Co-Founder Sean Yokley talk to me about first impressions in a consumer-to-business context--and how the Onboardability tool can be a credit union's secret weapon to ensure that the first impression is a good one.
In a nutshell--streamlining the process to bring new credit union members onboard with their new financial service provider in an easy, convenient and streamlined manner both makes the member happy and frees up credit union staff to focus on really connecting and telling the credit union's story and value prop.
I got a good lesson in how all...
2017-02-1527 min
Filene Research InstituteFilene Fill-In Ep. 21: The Fosscast--Getting to Know New Filener Ryan FossJoin us for a very special episode of the Filene Fill-In where we turn it into a "Fosscast" while we get to know our newest member of the team: Managing Director of Innovation, Ryan Foss! Ryan has done a lot of unexpected and interesting things in his life, which led him, naturally, to our innovation area. Learn how he will apply unconventional and conventional experience to his new role in the credit union industry and why he's so dang excited to get to work!
2017-02-0220 min
Filene Research InstituteFilene Fill-In Ep. 20: A Filene360 Throwback Gameshow and #FileneFun (Part 2)Each new year, Filene invites our members, credit union friends and system partners to join us for a little fun and a little discussion on what we see coming to the credit union industry in the year ahead. This is Filene360--and this is PART 2 of the Filene360 Podcast!
In this episode, you'll hear all of our gameshow antics that will wisp you back to a simpler time--enjoy the million dollar questions, the buzzers and yes, even yodeling in this throwback tribute to shows of days past while hearing updates on what is inside Filene's head as we look at...
2017-01-2248 min
Filene Research InstituteFilene Fill-In Ep. 19: A Filene360 Hug to Credit Unions from Mark "Trebek" Meyer (Part 1)Each new year, Filene invites our members, credit union friends and system partners to join us for a little fun and a little discussion on what we see coming to the credit union industry in the year ahead--This is Filene360.
In 2017, we went back in time to tell our story through interpretive retro gameshow reenactments. In part one of this two-parter podcast, CEO Mark Meyer gives a virtual hug to all the credit unions out there that have done amazing work over the past year. In this episode we explore the hot topics and most relevant issues for credit unions...
2017-01-1317 min
Filene Research InstituteFilene Fill-In Ep. 18: In the Member's Shoes with Constance and ErinConstance Anderson, Principle and Founder of MemberXP and Erin Coleman, Senior Impact Director walk us through a mile (or more!) in our members' shoes. Understanding the data, the research, the motivations and the drivers behind why members are loyal or not, Constance, through the work of MemberXP, shares what we can do to improve the member journey so credit unions can truly be everyone's best financial partner.
Here's what's covered:
2:20--What is MemberXP and how does it help credit unions improve their members' experiences
3:45--Collaboration with Filene on Omni-Channel Voice of Member program
4:45--Making sense of member data
7:20--The story...
2016-12-1335 min
Filene Research InstituteFilene Fill-In Ep. 17: What's So Savvy About SavvyMoney?Born from the concept of credit score subscription services popularized by catchy theme songs, SavvyMoney brings all the benefits sought by consumers and creates a winning program for credit unions seeking to increase their members' financial expertise, offer more competitive rates and deepen loyalty and engagement. Chris Fraenza of the FinTech company SavvyMoney joins the podcast to tell the story of just what's so savvy about it.
2016-12-0126 min
Filene Research InstituteFilene Fill-In Ep. 16: The Story of 6 Clicks in 60 SecondsTansley and I jump on the line with Qcash Financial CEO Ben Morales to find out more about this short-term small-dollar lending solution that offers credit union members instant funding in less than 60 seconds.
Ben shares insights from more than a decade of work behind refining this program and the relationship-based data that makes it so innovative, while Tansley talks future opportunities for credit unions with Qcash.
Not only is this program beneficial for credit union members, it's sustainable for the credit unions that provide it. In 2015, $28M was lent by Washington State Employees Credit Union (WSECU), saving members an...
2016-11-0919 min
Filene Research InstituteFilene Fill-In Ep. 15: The Lowdown on LarkyOn today's show we talk with Gregg Hammerman, CEO of Larky -- a member engagement and loyalty program that helps credit unions add value for their members. We've also got Tansley Stearns, Chief Impact Officer on the line to share the Filene story of how Larky came to be our partners in support of the credit union industry.
Gregg created Larky when he realized it would be nice to have something on his mobile device to let him know of rewards or special offers available to him because of other memberships he's part of...rather than finding out later. Being...
2016-10-2032 min
Filene Research InstituteFilene Fill-In Ep. 14: New Opportunities For All, At FileneOne fateful day at Filene, we received an email, and the subject line solemnly read, "Andrew Downin is leaving..." SPOILER ALERT: After a collective panic attack had by all, the story ends with a win, for both Filene and for professional growth and development. Hear Andrew's story and learn from Tiffany about opportunities that might be right for you to join Team Filene!
2016-09-2320 min
Filene Research InstituteFilene Fill-In Ep. 13: Happy Birthday, Ed Filene!Saturday, September 3, we celebrate our namesake Ed Filene's birthday! He was born in 1860 in Salem, Massachusetts. Join us in celebration of the father of the U.S. credit union movement!
How did Filene come to be such, you ask? Well, when Ed traveled around the world in 1907 to source products for his department store, he was exposed to cooperative business models practiced in India and elsewhere. He came home inspired by the incredible social and economic potential of enabling workers and communities to work together to create access to savings and credit. Filene then invested over $1 million of his personal...
2016-09-0207 min
Filene Research InstituteFilene Fill-In Ep. 12: An Innovative Approach to Student Loan Debt with the Debt DragonsI bust in on a team of innovators' working session to get the scoop on what they're doing and why. Filene'rs Marnie and Andrew introduce us to the Debt Dragons and the real issues they are attempting to slay for us out there in the world. Listen in, learn a bit, and share YOUR tips for students about to enter college.
2016-08-2525 min
Filene Research InstituteFilene Fill-In Ep. 11: Communications, Social & Digital Media Chat with Tiffany and KatToday's Fill-In is all about what Filene has been doing behind the scenes to improve our communications, social media and digital presence. With the expertise of...experts, the energy of interns and some good ol' self reflection, we describe how we have and continue to seek ways to improve the Filene user experience as the social/digital channels continue to evolve and grow. Thanks for listening!
2016-08-1916 min
Filene Research InstituteFilene Fill-In Ep. 10: Taking Research into Action with Impact Director Brenton PeckImpact Director Brenton Peck has been a Filene Team member only 4 short months but his knowledge on how to deliver Filene's research to credit unions in actionable and tangible ways is anything but short. Join us for a conversation about what drives Brenton's work with credit unions across the US and Canada, and where he sees things going for them in the future.
2016-08-0919 min
Filene Research InstituteFilene Fill-In Ep. 9: The podcast on podcasting with the Foundation's Christopher MorrisThe credit union world has one more podcast! The National Credit Union Foundation launched their new podcast series, Murmurings (I know, clever, eh?) last month. I speak with the Foundation's Director of Communications Christopher Morris about tips, tricks, tech and our love for podcasting in general. Hey, a podcast about podcasts, how meta...
2016-08-0314 min
Filene Research InstituteFilene Fill-In Episode 8: Elry helps credit unions find the metaphorical PokémonImpact Director & Analyst Elry Armaza fills us in on custom research projects, helping credit unions with converting innovation to implementation and developing strategies that live and breathe all year long.
We also learn how discovering your member's pain points is like "the first time you download the Pokémon Go app and realize the Pokémon were all around us all this time and we didn't see them." Once you look through a new lens, you can make time to "catch 'em all" and resolve members' pain points in doing business with your credit union.
2016-07-2812 min
Filene Research InstituteFilene Fill-In Episode 7: Fiscal year wrap-up, future Filene and things we do when Mark's awaySitting down with "acting CEO" George and Patsy, I learned a lot about how Filene performed over the past fiscal year and our plans for forging ahead over the coming year. George has a new (temporary) role and is getting the most out if it, and Patsy is enjoying the beautiful Wisconsin summer. Grab as seat, and let us fill you in since we last talked.
2016-07-2113 min
Filene Research InstituteFilene Fill-In Episode 6: Working with credit unions to close the financial service access gapWe sat down with Filene's Incubator Director, Adam Lee, to learn more about the research and work being done to forge a path forward through the power of credit unions to financially empower all members of our communities. Adam touches on the regulations coming from the Consumer Financial Protection Bureau, the opportunities that credit unions have today to better help their most financially fragile members and the role and impact credit unions play in our larger socio-economic state.
2016-07-1216 min
Filene Research InstituteFilene Fill-In Episode 5: Crash-Talking with James MarshallJoin the conversation with Cooperative Trust Manager James Marshall as we talk origins of the Crasher movement, recent adventures, future opportunities to get involved and exciting exciting exciting (fingers crossed!)things to come for The Cooperative Trust. Also, lets all wish our British friend James a happy 4th of July! Visit filene.org to keep on track of upcoming Crash events that YOU can apply for!
2016-07-0212 min
Filene Research InstituteFilene Fill-In Episode 4: Talking Strategy with TansleyStrategy is alive! Rather than a 1-2 day activity producing a 100-page report that few will read, an organization's strategy should be an active part of who they are all year round. With that in mind, Filene's Strategy Cycle helps credit unions do just that...keeping board meetings and senior leadership meetings at a high strategic level instead of talking about the color of the carpet in the new branch. Listen in as Chief Impact Officer Tansley Stearns explains how Filene's work can benefit your credit union.
Check out Filene.org for more info.
2016-06-2205 min
Filene Research InstituteFilene Fill-In Episode 3: New Research, Credit Union Culture and Centers of ExcellenceResearch Manager Stephanie Galligan joins us on the podcast to explain the first research report ever released as part of our new Centers of Excellence. In this report, Designing Credit Union Culture for High Performance, Stephanie hits on the key elements that make an organization's culture what it is, shares an example of a successful high performing organization driven by its culture and gives credit unions the take-aways for gaining stronger culture.
2016-06-0810 min
Filene Research InstituteFilene Fill-In Episode 2: New Ideas, Cooperative Innovation and Cool SocksEpisode 2 of the Filene Fill-In podcast has us chatting with the fine Filene felines (aka cool cats) Marnie, Andrew and George about credit union innovators, ideas that bubble to the top, and the 2025 vision of the financial services industry. While we mainly stay on topic, deviations into exotic plants, chewbacca socks and 80s music hits may occur...
2016-05-1121 min
Filene Research InstituteFilene Fill-In Episode 1: International Filene Impact, March 2016Here we are, the first episode EVER of the Filene Fill-In: The podcast where we fill you in on what's been going on at Filene and out and about in the financial services world. In this show we're joined by the genius George Hofheimer, the beautiful Ben Rogers and the Amazing Andrew Downin. We talk Australia and pork dumplings, Scotland and haggis and Washington D.C. and the Donald (Trump AND Duck)! See where the conversation takes us...
2016-03-1618 min
Filene Research InstituteThe Filene Fill In Pilot EpisodeThe Filene Fill In -- A Podcast where we fill you in on what's been going on at Filene Research Institute. This is our just for fun test episode featuring Chief Knowledge Officer George Hofheimer and CEO Mark Meyer
2016-02-1705 min