Filene Research Institute

Cheers to 35 YEARS! https://lnkd.in/gCN8h5CG "As we celebrate this significant milestone, we reflect on the journey that has brought us here and the future we are building together. Our success is a testament to the collaborative spirit of our members and the dedication of our staff. I am humbled by the lasting impact we have made together in the financial lives of millions of people." -- Mark Meyer, CEO #35YearsofFilene

In an era where credit unions are under increased pressure to deliver exceptional value while managing limited resources, the shared services model emerges as a powerful solution. Filene is thrilled to present its latest research report, “Shared Services: A Growing Trend with Opportunities for the Credit Union Industry.” This insightful brief highlights how adopting shared services can drive significant benefits, including: • Scalability: Move from cost savings to growth and a "better way of doing business" • Evolutionary Focus & Accelerated Innovation: Forward-looking plan • Enhanced Talent Acquisition: Offering larger, more impactful roles Supported by experts Lamont Black and Don Taggart, this comprehensive report is now available exclusively for Filene members. Access the full brief here: https://www.filene.org/606

We are thrilled to welcome Michigan Credit Union League & Affiliates and Cornerstone League to Filene’s Inner Circle in support of the Center for The Next Generation of Member Growth! Thank you for thinking forward and changing lives with us! Learn more about this partnership: https://lnkd.in/gd5Au8Yp

Here are two interesting perspectives shared during the recent Filene Spark meeting in Boston: * You will likely be surprised at the different way you/credit unions define 'innovation' and how members define 'innovation' https://lnkd.in/e6MxbaqC; * Strategic planning in an 'everything, everywhere all at once world' https://lnkd.in/e6MxbaqC

We are excited to announce our NEWEST Center of Excellence topic on Day 2 of Spark! “Design for Digital” will tackle the complex and evolving digital landscape to help credit unions drive growth through better, more efficient processes internally, and better, more engaging experiences for both their members and their employees. This Center will officially launch in January 2025, yet many credit unions have already raised their hands to be part of and support the work of this Center, such as Affinity Federal Credit Union, Digital Federal Credit Union, Maps Credit Union, Teachers Federal Credit Union, Together Credit Union and UFCU. If your organization wants to get involved, too, let us know here: https://lnkd.in/girM3rRN And if you or someone you know might be interested in becoming our next Filene Fellow, we have an open call for submissions: https://lnkd.in/gVshZMKq #35YearsofFilene

We are thrilled to kick off our Spark! 2024 event with Filene’s newest research fellow, Kim Lear sharing about how credit unions can prepare for the future in a multi-generational marketplace. Together with a couple hundred of our members we are gathered this week to learn, connect and celebrate some key milestones for Filene in 2024: our 35th anniversary, 20 years of the Filene i3 program and the 15th Crash the GAC! If you’re not here with us in person, you can join us for our online Spark! Watch Party for a snapshot of some of the most impactful highlights on Aug. 6. Register here: https://lnkd.in/gqvGZxjB #35YearsofFilene

Thank you to OneAZ Credit Union for joining the list of innovative organizations supporting Filene's Center of Excellence for The Credit Union of the Future AND the Center for Leadership, Strategy & Governance! Brandon Michaels, OneAZ Credit Union President & CEO said: "Our partnership with Filene Research Institute is a strategic investment that provides OneAZ the opportunity to engage with some of the brightest industry trailblazers in the country. This powerful alliance gives us a seat at the table to exchange ideas with experts innovating in the fields of customer experience and leadership. Together, through this partnership we’ll drive towards setting a new standard for excellence and innovation in the financial industry.” Learn more about these Centers, who is leading the research and which organizations are supporting the work at filene.org/Centers And if your organization wants to get involved, let us know here -- we'd love to welcome you to the growing group of forward-thinkers: https://lnkd.in/girM3rRN

Breaking News! We are thrilled to announce the latest issue of The Asterisk magazine! In this issue, we celebrate 35 years of Filene’s transformative leadership in the credit union industry, highlighting significant research breakthroughs, heartfelt testimonials from our Inner Circle, and stories that showcase the real-world impact of our work. “Together, let's continue to lead with purpose, innovate with conviction, and research with rigor as we embark on the next 35 years of excellence.” — Mark Meyer, President + CEO, Filene Research Institute Want a hard copy mailed directly to you? Add or update your mailing address here: https://lnkd.in/g7HgFDAU. Want to dive right in? Access the digital version of our latest issue now at https://lnkd.in/gGGu73-F. #35YearsofFilene

Filene has partnered with Bridge for Billions this year to create the Entrepreneurial Ecosystems (EE) Incubator. The EE Incubator is focused on enhancing collaboration between credit unions and local small businesses / entrepreneurs to foster economic growth within their communities. We have selected 8 credit unions across the nation to partner with through this work and are now looking for entrepreneurs to join the program! Learn more about the program and how to join here: https://lnkd.in/g8K2maNn Small businesses and entrepreneurs will gain access to high-quality personalized entrepreneurship methodologies tailored to refine and grow your small business. You’ll be supported by a dedicated mentor throughout your journey, ensuring you have the guidance you need to succeed. The program also offers the opportunity to connect with fellow entrepreneurs and credit unions, fostering meaningful relationships that can accelerate your business’s growth. We're also looking for program mentors so reach out to us if you are interested! Maddie Gunderson Megan Jackson Freshour McKaye Black

As you look ahead into the summer months and strategic planning season on the horizon, Filene has a new resource to keep you in the loop on all the ways to engage, learn and stay ahead of the issues facing your credit union this quarter. Our Q3 Quarterly Action Plan is here! Discover everything you need to know at https://lnkd.in/gfG5Dtqp: - Upcoming webinars and exclusive events - The latest research insights tailored for the credit union industry - Opportunities to connect with industry leaders and peers Mark your calendars for key events like the Filene Roadshow in Plymouth, MI, (August 22) and our highly anticipated annual member event, big.bright.minds.2024, in San Diego, CA (November 19-21). Explore the full plan now and see how Filene is committed to supporting your credit union’s success long into the future!