Filene Research Institute

Filene Research Institute

1 FAN

Nonprofit, independent think and do tank for the consumer finance industry. Examining the future of credit unions, retail banking and cooperative finance.

Best
Newest
Looking for recently uploaded episodes
The Filene Fill In Pilot Episode

05:28 | Feb 17th, 2016

The 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

Filene Fill-In Ep. 41: Diving Headfirst Into the (Applicant) Pool

26:58 | Jun 29th, 2018

We’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 Ret...Show More

Filene Fill-In Ep. 40: Credit Unions' Acquisitions of Banks and Thrifts

39:33 | Jun 5th, 2018

So, 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’ acqu...Show More

Filene Fill-In Ep. 39: What’s the real issue with small dollar loans?

27:16 | May 10th, 2018

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 ...Show More

Filene Fill-In Ep. 38: Will Be Done Part 2 -- Why WILL it matter?

35:00 | May 1st, 2018

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...Show More

Filene Fill-In Ep. 37: Will Be Done Part 1 -- What WILL it be?

28:11 | Apr 19th, 2018

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 inno...Show More

Filene Fill-In Ep. 36: A conversation on Open-Book Management with Harvard professor Dennis Campbell

34:50 | Mar 29th, 2018

Based 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...Show More

Filene Fill-In Ep. 35: Speaking of Change

54:25 | Jan 27th, 2018

Today’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 t...Show More

Filene Fill-In Ep. 34: RegTech & Credit Unions--Trench Stories, Love & Aspiration

55:57 | Jan 8th, 2018

Today 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 c...Show More

Filene Fill-In Ep. 33: A Conversation on Financial Justice

38:23 | Sep 27th, 2017

Lisa 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 ...Show More

Filene Fill-In Ep. 32: Two Wins and a Miss for Credit Unions

56:55 | Jun 16th, 2017

Today'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 Savin...Show More

Filene Fill-In Ep. 31: We Can #BuyTwitter?

54:49 | May 19th, 2017

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 se...Show More

Filene Fill-In Ep. 30: Making Families Less Awkward...Sort Of

24:07 | Apr 25th, 2017

Families 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...Show More

Filene Fill-In Ep. 29: Financial Literacy Learnings with Annamaria Lusardi

29:19 | Apr 13th, 2017

Today’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 th...Show More

Filene Fill-In Ep. 28: Research Center & Colloquia News from Andrew

30:48 | Apr 7th, 2017

Managing 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 min...Show More

Filene Fill-In Ep. 27: The Right Coach for the Job w/Jimese and Mike

32:16 | Mar 29th, 2017

Impact 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 J...Show More

Filene Fill-In Ep. 26: Visa is Planting the Seed; Growing Credit Union Careers (Part 2)

21:49 | Mar 24th, 2017

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 t...Show More

Filene Fill-In Ep. 25: Shoe Twins Sekou and George on Attracting Top Talent (Part 1)

21:07 | Mar 14th, 2017

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 T...Show More

Filene Fill-In Ep. 24: Brandon and Matt, OG Crashers of The Cooperative Trust (Part 2)

17:10 | Mar 6th, 2017

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 bee...Show More

Filene Fill-In Ep. 23: The Brent and James Bookends of The Cooperative Trust (Part 1)

21:30 | Feb 24th, 2017

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 bee...Show More

Filene Fill-In Ep. 22: On Onboardability with Sean and Jimese

27:50 | Feb 15th, 2017

Filene 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...Show More

Filene Fill-In Ep. 21: The Fosscast--Getting to Know New Filener Ryan Foss

20:27 | Feb 2nd, 2017

Join 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 hi...Show More

Filene Fill-In Ep. 20: A Filene360 Throwback Gameshow and #FileneFun (Part 2)

48:03 | Jan 22nd, 2017

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...Show More

Filene Fill-In Ep. 19: A Filene360 Hug to Credit Unions from Mark "Trebek" Meyer (Part 1)

17:01 | Jan 13th, 2017

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 i...Show More

Filene Fill-In Ep. 18: In the Member's Shoes with Constance and Erin

35:56 | Dec 12th, 2016

Constance 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...Show More

Filene Fill-In Ep. 17: What's So Savvy About SavvyMoney?

26:54 | Dec 1st, 2016

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 experti...Show More

Filene Fill-In Ep. 16: The Story of 6 Clicks in 60 Seconds

19:39 | Nov 9th, 2016

Tansley 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 ...Show More

Filene Fill-In Ep. 15: The Lowdown on Larky

32:04 | Oct 19th, 2016

On 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 ...Show More

Filene Fill-In Ep. 14: New Opportunities For All, At Filene

20:27 | Sep 22nd, 2016

One 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 d...Show More

Filene Fill-In Ep. 13: Happy Birthday, Ed Filene!

07:42 | Sep 2nd, 2016

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 travel...Show More

Filene Fill-In Ep. 12: An Innovative Approach to Student Loan Debt with the Debt Dragons

25:27 | Aug 25th, 2016

I 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, ...Show More

Filene Fill-In Ep. 11: Communications, Social & Digital Media Chat with Tiffany and Kat

16:23 | Aug 19th, 2016

Today'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 h...Show More

Filene Fill-In Ep. 10: Taking Research into Action with Impact Director Brenton Peck

19:01 | Aug 9th, 2016

Impact 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 ...Show More

Filene Fill-In Ep. 9: The podcast on podcasting with the Foundation's Christopher Morris

14:16 | Aug 3rd, 2016

The 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, ...Show More

Filene Fill-In Episode 8: Elry helps credit unions find the metaphorical Pokémon

12:41 | Jul 28th, 2016

Impact 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 membe...Show More

Filene Fill-In Episode 7: Fiscal year wrap-up, future Filene and things we do when Mark's away

13:15 | Jul 20th, 2016

Sitting 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...Show More

Filene Fill-In Episode 6: Working with credit unions to close the financial service access gap

16:25 | Jul 12th, 2016

We 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 regulat...Show More

Filene Fill-In Episode 5: Crash-Talking with James Marshall

12:03 | Jul 1st, 2016

Join 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 Cooperativ...Show More

Filene Fill-In Episode 4: Talking Strategy with Tansley

05:44 | Jun 22nd, 2016

Strategy 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 ju...Show More

Filene Fill-In Episode 3: New Research, Credit Union Culture and Centers of Excellence

10:58 | Jun 8th, 2016

Research 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 el...Show More

Filene Fill-In Episode 2: New Ideas, Cooperative Innovation and Cool Socks

21:30 | May 11th, 2016

Episode 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 ...Show More

Filene Fill-In Episode 1: International Filene Impact, March 2016

18:45 | Mar 16th, 2016

Here 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 B...Show More