PODCAST · education
Filene Research Institute
by Filene Research Institute
Nonprofit, independent think and do tank for the consumer finance industry. Examining the future of credit unions, retail banking and cooperative finance.
Episodes
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Filene Fill-in: Clear, Kind, and Ready - Inviting the Next Voice In
In this episode, Cortney Arnold and Kaeshier Fernandez explore leadership and talent development among digitally native, future credit union leaders. Their conversation highlights the importance of creating space for digitally fluent team members, balancing authenticity with professional...
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Filene Fill-in: Succession is Strategy with Dr. Amy Hillman
Today, Dr. Amy Hillman reframes succession planning as a core component of strategic execution, not a one-time governance task. She walks through how boards should think about their own skills and composition, why “trust but verify” depends on having the right experience in the room, and how…
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Being Remarkable with Mark Meyer
In 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…
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Filene Fill-in Ep. 84: Design for Digital Pt. 3 - Kim Lear
In 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...
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Filene Fill-in Ep. 83: Design for Digital Pt. 2 - Sumeet Grover
In 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…
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Filene Fill-in Ep. 82: Design for Digital Pt. 1 - Sam Ransbotham
In 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,...
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Filene Fill-In Ep. 81: Beyond Demographics--The Power of Filene’s Member Segmentation Model
You 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…
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Filene 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…
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Filene Fill-In Ep. 79: On More Effective FinLit with Jean Chatzky
Today’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...
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Filene Fill-In Ep 78: An Innovation POV in 2023 with MDC
Sarah 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…
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Filene Fill-In Ep. 77: Financial Well-Being with Michelle Christie
Today’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…
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Filene Fill-In Ep. 76: Bank Dora and Ecosystems of Innovation
Today’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...
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Filene Fill-In Ep. 75: Out of the Comfort Zone with Randy Stolp, Filene i3 Wave 17
Let’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...
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Filene Fill-In Ep. 74: Cryptocurrencies and Credit Unions with Visions FCU and Quinn DuPont
Today’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…
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Filene Fill-In Ep. 73: Introducing Dr. Jeffrey Robinson, Innovation and Incubation Center Fellow
1 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…
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Filene Fill-In Ep. 72: Introducing Dr. Mai Nguyen, Community Social Impact Fellow
Last 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...
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Filene Fill-In Ep. 71: Introducing Dr. Cheri Speier-Pero, Data Analytics Fellow
Data 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…
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Filene Fill-In Ep. 70: A New Filene i3 for a New World
So 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…
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Filene Fill-In Ep. 69: How Innovation Turns Failure into Opportunity, with Erin Coleman
We’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...
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Filene Fill-In Ep. 68: Introducing Filene’s Newest Research Fellow Dr. Lisa Servon
In 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…
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Filene 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...
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Filene Fill-In Ep. 66: Managing Misinformation in the Midst of a Pandemic
In 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...
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Filene Fill-In Ep. 65: Introducing New DEI Center Fellow Dr. Quinetta Roberson
On 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…
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Filene Fill-In Ep. 64: Speaking Of Change 2020 - LIVE
How 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...
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Filene Fill-In Ep. 63: 2020 Outlook and 2019 Recap with Filene’s Research Team
For 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…
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Filene Fill-In Ep. 62: In the Studio with Filene Fellow Sekou Bermiss
Join 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...
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Filene Fill-In Ep. 61: Fintech Catalyst Incubator and Align ISA Research and Results
The 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...
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Filene Fill-In Ep. 60: Competing and Winning on MX with Dennis Campbell
Earlier 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…
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Filene Fill-In Ep. 59: A Look into the Cooperative Trust, Part 2
We 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...
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Filene Fill-In Ep. 58: A Look into the Cooperative Trust, Part 1
We 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.…
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Filene 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…
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Filene Fill-In Ep. 56: Car Ride Conversation with Filene Fellow Bill Maurer
This 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...
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Filene Fill-In Ep. 55: A Conversation with AACUC's Renée Sattiewhite
We 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...
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Filene Fill-In Ep. 54: Eyes on i3; 2019 Spring Projects, Part 2
This 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…
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Filene Fill-In Ep. 53: Celebrating 30 Years of Filene Research
On 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…
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Filene Fill-In Ep. 52: Eyes on i3; 2019 Spring Projects and 2020 Applications
If 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…
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Filene Fill-In Ep. 51: Talking Blockchain With Keynote Speaker Dr. Lana Swartz
Dr. 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…
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Filene Fill-In Ep. 50: Talking Algorithms and Algorithmic Systems with Dr. Nick Seaver
What 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…
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Filene 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....
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Filene 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...
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Filene 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...
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Filene Fill-In Ep. 46: Streaming from the Swift Studio
In 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...
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Filene Fill-In Ep. 45: LIVE - Speaking Of Change 2019
Filene 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…
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Filene Fill-In Ep. 44: "Is your credit union ready to welcome me?" with Dreamer Kenia Calderon
Today’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...
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Filene Fill-In Ep. 43: Domestic Violence Recovery Loan Program—Research vs. In-Practice
Credit 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...
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Filene Fill-In Ep. 42: How to “see sooner” and “act faster” when change is relentless
The 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...
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Filene Fill-In Ep. 41: Diving Headfirst Into the (Applicant) Pool
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 Retention” by filene fellow Sekou Bermiss at the...
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Filene Fill-In Ep. 40: Credit Unions' Acquisitions of Banks and Thrifts
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’ acquisition of banks and thrifts, as told by David...
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Filene 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…
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Filene 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...
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ABOUT THIS SHOW
Nonprofit, independent think and do tank for the consumer finance industry. Examining the future of credit unions, retail banking and cooperative finance.
HOSTED BY
Filene Research Institute
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Frequently Asked Questions
How many episodes does Filene Research Institute have?
Filene Research Institute currently has 88 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Filene Research Institute about?
Nonprofit, independent think and do tank for the consumer finance industry. Examining the future of credit unions, retail banking and cooperative finance.
How often does Filene Research Institute release new episodes?
Filene Research Institute has 88 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to Filene Research Institute on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Filene Research Institute?
Filene Research Institute is created and hosted by Filene Research Institute.
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