Filene Research Institute
Industry: Consumer finance company
DescriptionThe Filene Research Institute is an American credit union and consumer-finance think tank headquartered in Madison, Wisconsin. Founded: 1989 Headquarters: Wisconsin Key person: George Hofheimer
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Filene Research Institute Employees
Employee
Years
Job
Industry
Brent Dixon Brent Dixon's Filene Research Institute Experience November 2009 - February 2013
Job Curious Prototyper at United Nations
Industry Think Tanks
Experience
United Nations June 2015 - Present
The Habdash September 2008 - Present
CoFED - Cooperative Food Empowerment Directive November 2012 - February 2015
Walkmore January 2013 - October 2014
TEDxYouth@Austin January 2013 - June 2014
The Cooperative Trust March 2012 - April 2013
TEDxAustin October 2012 - February 2013
Filene Research Institute November 2009 - February 2013
Singularity University June 2012 - August 2012
Trabian December 2003 - September 2008
Skills
User Experience, Graphic Design, Writing, Research, Photography, Public Speaking, Design Thinking, Illustration, Composition, Video Editing, Concept Development, Out Of the Box, Advertising, Strategic Planning, Marketing, Social Media, Dinosaurs, Entrepreneurship, Fundraising, Public Relations, Leadership, Web Design, Marketing Communications, Marketing Strategy, Copywriting, New Media, Online Marketing, Brand Development, Bacon, Strategy, Management, Nonprofits
Education
The University of Texas at Austin 2013 — 2015
Master’s Degree, Design
The School of Machines, Making & Make-Believe 2014 — 2014
Art & Technology
Genspace 2013 — 2013
Biohacker Bootcamp
New York University 2013 — 2013
ITP Summer Program, Art & Technology
Texas A&M University 2000 — 2004
BA, Journalism & Public Relations
United Nations June 2015 - Present
The Habdash September 2008 - Present
CoFED - Cooperative Food Empowerment Directive November 2012 - February 2015
Walkmore January 2013 - October 2014
TEDxYouth@Austin January 2013 - June 2014
The Cooperative Trust March 2012 - April 2013
TEDxAustin October 2012 - February 2013
Filene Research Institute November 2009 - February 2013
Singularity University June 2012 - August 2012
Trabian December 2003 - September 2008
Skills
User Experience, Graphic Design, Writing, Research, Photography, Public Speaking, Design Thinking, Illustration, Composition, Video Editing, Concept Development, Out Of the Box, Advertising, Strategic Planning, Marketing, Social Media, Dinosaurs, Entrepreneurship, Fundraising, Public Relations, Leadership, Web Design, Marketing Communications, Marketing Strategy, Copywriting, New Media, Online Marketing, Brand Development, Bacon, Strategy, Management, Nonprofits
Education
The University of Texas at Austin 2013 — 2015
Master’s Degree, Design
The School of Machines, Making & Make-Believe 2014 — 2014
Art & Technology
Genspace 2013 — 2013
Biohacker Bootcamp
New York University 2013 — 2013
ITP Summer Program, Art & Technology
Texas A&M University 2000 — 2004
BA, Journalism & Public Relations
Denise Gabel Denise Gabel's Filene Research Institute Experience 2011 - 2012
Job Chief Operating Officer at Northwest Credit Union Association
Industry Financial Services
Experience
Northwest Credit Union Association 2012 - Present
Filene Research Institute 2011 - 2012
Filene Research Institute 2006 - 2011
Skills
Executive Management, Innovation Management, Product Development, Marketing Strategy, Public Speaking, Public Relations, Published Author, Program Facilitation, Innovation Consulting, Retail Banking, Business Strategy, Marketing Communications, Problem Solving, Program Development, Strategic Planning, Strategic Thinking, Business Process..., Social Media Marketing, Leadership, Strategy, Leadership Development, Credit Unions, Organizational..., Start-ups, Risk Management, Change Management, Entrepreneurship, Process Improvement, Business Planning, Credit, Customer Service, Financial Services, Loans, Coaching, Training, Management, Management Consulting, Strategic Partnerships, Financial Analysis
Education
Eastern Washington University
Northwest Credit Union Association 2012 - Present
Filene Research Institute 2011 - 2012
Filene Research Institute 2006 - 2011
Skills
Executive Management, Innovation Management, Product Development, Marketing Strategy, Public Speaking, Public Relations, Published Author, Program Facilitation, Innovation Consulting, Retail Banking, Business Strategy, Marketing Communications, Problem Solving, Program Development, Strategic Planning, Strategic Thinking, Business Process..., Social Media Marketing, Leadership, Strategy, Leadership Development, Credit Unions, Organizational..., Start-ups, Risk Management, Change Management, Entrepreneurship, Process Improvement, Business Planning, Credit, Customer Service, Financial Services, Loans, Coaching, Training, Management, Management Consulting, Strategic Partnerships, Financial Analysis
Education
Eastern Washington University
Karen Hodgkiss Karen Hodgkiss's Filene Research Institute Experience September 2008 - February 2010
Job Owner of KLH freelance
Industry Writing and Editing
Experience
KLH freelance October 2001 - Present
Filene Research Institute September 2008 - February 2010
UW Credit Union July 1999 - May 2001
US Bank November 1993 - July 1999
Skills
Conference Management, Editing, Writing, Organizing, Word, Excel, PowerPoint, InDesign, Idea Generation, Social Marketing, Event Management, Marketing, Human Resources, Microsoft Word, Microsoft Excel, Budgets, Executive Management, Leadership, Team Building, Nonprofits, Strategic Planning, Sales, Public Speaking, Marketing Communications, Research, Management, Project Management, Customer Service, Social Media, Social Media Marketing, Social Networking, Leadership Development
Education
· Graduate School of Banking 1995 — 1997
Diploma
· Leadership Greater Madison 1994 — 1995
University of Michigan 1980 — 1984
BA, English
KLH freelance October 2001 - Present
Filene Research Institute September 2008 - February 2010
UW Credit Union July 1999 - May 2001
US Bank November 1993 - July 1999
Skills
Conference Management, Editing, Writing, Organizing, Word, Excel, PowerPoint, InDesign, Idea Generation, Social Marketing, Event Management, Marketing, Human Resources, Microsoft Word, Microsoft Excel, Budgets, Executive Management, Leadership, Team Building, Nonprofits, Strategic Planning, Sales, Public Speaking, Marketing Communications, Research, Management, Project Management, Customer Service, Social Media, Social Media Marketing, Social Networking, Leadership Development
Education
· Graduate School of Banking 1995 — 1997
Diploma
· Leadership Greater Madison 1994 — 1995
University of Michigan 1980 — 1984
BA, English
Anna Nikolich Anna Nikolich's Filene Research Institute Experience November 2013 - April 2014
Job Associate Product Manager at Wolters Kluwer Health Pharmacy OneSource
Industry Hospital & Health Care
Experience
Wolters Kluwer Health April 2014 - Present
Filene Research Institute November 2013 - April 2014
Epic Systems July 2011 - May 2013
Massachusetts Eye and Ear Infirmary June 2010 - August 2010
Nicolelis Neuroengineering Lab, Duke University October 2008 - May 2010
Skills
Data Analysis, Research, Matlab, Biomedical Engineering, Science, Statistics, Neuroscience, Lifesciences, Project Management, Agile Methodologies, Pragmatic Marketing..., Communication, Writing, Organization, Labview, Medical Devices, Technical Writing, Testing, Analysis, Process Improvement, Product Management, Leadership, Scrum, Scrum Product Owner, Agile Application..., Cross-functional Team...
Education
Duke University 2007 — 2011
BSE, Biomedical Engineering
University of Sydney 2009 — 2009
Study Abroad Student, Biomedical Engineering
Phillips Exeter Academy 2003 — 2007
Wolters Kluwer Health April 2014 - Present
Filene Research Institute November 2013 - April 2014
Epic Systems July 2011 - May 2013
Massachusetts Eye and Ear Infirmary June 2010 - August 2010
Nicolelis Neuroengineering Lab, Duke University October 2008 - May 2010
Skills
Data Analysis, Research, Matlab, Biomedical Engineering, Science, Statistics, Neuroscience, Lifesciences, Project Management, Agile Methodologies, Pragmatic Marketing..., Communication, Writing, Organization, Labview, Medical Devices, Technical Writing, Testing, Analysis, Process Improvement, Product Management, Leadership, Scrum, Scrum Product Owner, Agile Application..., Cross-functional Team...
Education
Duke University 2007 — 2011
BSE, Biomedical Engineering
University of Sydney 2009 — 2009
Study Abroad Student, Biomedical Engineering
Phillips Exeter Academy 2003 — 2007
Caroline Redmann Caroline Redmann's Filene Research Institute Experience 2007 - 2009
Job SVP/COO at Blackhawk Community Credit Union
Industry Financial Services
Experience
Blackhawk Community Credit Union March 2012 - Present
Wisconsin Economic Development Corporation 2012 - 2013
Wisconsin Economic Development Corporation 2012 - 2013
Heritage Credit Union June 2005 - March 2012
Filene Research Institute 2007 - 2009
Kraft Foods FCU 1998 - 2005
Commonwealth Credit Union 1993 - 1998
Community First Credit Union 1991 - 1993
Skills
Credit Unions, Process Improvement, Executive Management, Loans, Conflict Prevention, Consumer Lending, Mortgage Lending, Leadership, Team Building, Innovation, Marketing, Sales
Education
University of Wisconsin-Madison - School of Business 2006 — 2008
EMBA, Executive emphasis
Lakeland College
BA, Business, Marketing
Blackhawk Community Credit Union March 2012 - Present
Wisconsin Economic Development Corporation 2012 - 2013
Wisconsin Economic Development Corporation 2012 - 2013
Heritage Credit Union June 2005 - March 2012
Filene Research Institute 2007 - 2009
Kraft Foods FCU 1998 - 2005
Commonwealth Credit Union 1993 - 1998
Community First Credit Union 1991 - 1993
Skills
Credit Unions, Process Improvement, Executive Management, Loans, Conflict Prevention, Consumer Lending, Mortgage Lending, Leadership, Team Building, Innovation, Marketing, Sales
Education
University of Wisconsin-Madison - School of Business 2006 — 2008
EMBA, Executive emphasis
Lakeland College
BA, Business, Marketing
M. A. Hamid, MBA M. A. Hamid, MBA's Filene Research Institute Experience 2013 - Present
Job Vice President Retail Delivery at FirstLight Federal Credit Union
Industry Financial Services
Experience
FirstLight Federal Credit Union 2013 - Present
Filene Research Institute 2013 - Present
IQRA Academy of Virginia 2005 - Present
Fort Lee Federal Credit Unon 2011 - 2013
Smart Business Consulting Inc 2010 - 2010
M&T Bank (Acquisition of Provident Bank in 2009) 2009 - 2010
Provident Bank (merged with M&T Bank 2009) 2005 - 2009
Wachovia, A Wells Fargo Company February 1989 - December 2005
First Of America bank (SouthTrust Bank merger in 1998) July 1995 - October 1998
Skills
Marketing Strategy, Branch Management, Driving Business Growth, Strategic Planning, Leadership, CRM, Budgets, Sales, Portfolio Management, Relationship Management, Banking, Business Planning, Credit, Finance, Business Development, Management, Mergers & Acquisitions, Training, Loans, Customer Retention, Change Management, Retail Banking, Commercial Banking, Process Improvement, Coaching, Business Strategy, Cross Selling, Risk Management, Strategy, Marketing, Investments, Sales Operations, Project Planning, Program Management, Financial Services, Organizational..., Executive Management, Wealth Management, Human Resources, Financial Analysis, Talent Acquisition, Mortgage Lending, Consumer Lending, Talent Management, Credit Risk, Strategic Financial..., Trade Finance, Corporate Finance, Financial Risk
Education
Regis University 1998 — 2000
MBA, Finance and Management
University of South Florida - College of Business Administration 1992 — 1997
Bachelor of Science, Economics, Finance & Management
University of Houston
Freshmen year of Bachelor of Science
Bellaire Senior High School, Houston TX
Magnet for DECA & Career Development Affairs
FirstLight Federal Credit Union 2013 - Present
Filene Research Institute 2013 - Present
IQRA Academy of Virginia 2005 - Present
Fort Lee Federal Credit Unon 2011 - 2013
Smart Business Consulting Inc 2010 - 2010
M&T Bank (Acquisition of Provident Bank in 2009) 2009 - 2010
Provident Bank (merged with M&T Bank 2009) 2005 - 2009
Wachovia, A Wells Fargo Company February 1989 - December 2005
First Of America bank (SouthTrust Bank merger in 1998) July 1995 - October 1998
Skills
Marketing Strategy, Branch Management, Driving Business Growth, Strategic Planning, Leadership, CRM, Budgets, Sales, Portfolio Management, Relationship Management, Banking, Business Planning, Credit, Finance, Business Development, Management, Mergers & Acquisitions, Training, Loans, Customer Retention, Change Management, Retail Banking, Commercial Banking, Process Improvement, Coaching, Business Strategy, Cross Selling, Risk Management, Strategy, Marketing, Investments, Sales Operations, Project Planning, Program Management, Financial Services, Organizational..., Executive Management, Wealth Management, Human Resources, Financial Analysis, Talent Acquisition, Mortgage Lending, Consumer Lending, Talent Management, Credit Risk, Strategic Financial..., Trade Finance, Corporate Finance, Financial Risk
Education
Regis University 1998 — 2000
MBA, Finance and Management
University of South Florida - College of Business Administration 1992 — 1997
Bachelor of Science, Economics, Finance & Management
University of Houston
Freshmen year of Bachelor of Science
Bellaire Senior High School, Houston TX
Magnet for DECA & Career Development Affairs
Robert Folsom Robert Folsom's Filene Research Institute Experience 2006 - 2009
Job ATM Channel Leadership for Branch Operations
Industry Banking
Experience
Navy Federal Credit Union December 2014 - Present
Navy Federal Credit Union October 2010 - December 2014
CUES Council of Southern California / Arizona October 2002 - March 2011
FESF Scholarship Foundation February 2001 - March 2011
Folsom Achievement August 2006 - February 2011
USA Federal Credit Union September 1996 - October 2010
Filene Research Institute 2006 - 2009
TCF Bank 1993 - 1996
Skills
Strategic Planning, Banking, Business Strategy, Marketing, Process Improvement, Executive Management, Email Marketing, Marketing Communications, Risk Management, Mergers, Team Building, Budgets, Mergers & Acquisitions, Training, Entrepreneurship, Strategy, Mergers, Analytics, Business Development, Public Speaking, Organizational..., Social Media Marketing, Investments, Leadership, Public Relations, Analysis, Management, Strategic Communications, Marketing Strategy, Financial Analysis, Business Planning, Employee Training, Start-ups, Change Management, Credit Unions, Management Consulting, Finance
Education
St. Cloud State University 1991 — 1995
BS, Accounting
University of Minnesota-Morris 1989 — 1991
Irondale High School 1986 — 1989
Navy Federal Credit Union December 2014 - Present
Navy Federal Credit Union October 2010 - December 2014
CUES Council of Southern California / Arizona October 2002 - March 2011
FESF Scholarship Foundation February 2001 - March 2011
Folsom Achievement August 2006 - February 2011
USA Federal Credit Union September 1996 - October 2010
Filene Research Institute 2006 - 2009
TCF Bank 1993 - 1996
Skills
Strategic Planning, Banking, Business Strategy, Marketing, Process Improvement, Executive Management, Email Marketing, Marketing Communications, Risk Management, Mergers, Team Building, Budgets, Mergers & Acquisitions, Training, Entrepreneurship, Strategy, Mergers, Analytics, Business Development, Public Speaking, Organizational..., Social Media Marketing, Investments, Leadership, Public Relations, Analysis, Management, Strategic Communications, Marketing Strategy, Financial Analysis, Business Planning, Employee Training, Start-ups, Change Management, Credit Unions, Management Consulting, Finance
Education
St. Cloud State University 1991 — 1995
BS, Accounting
University of Minnesota-Morris 1989 — 1991
Irondale High School 1986 — 1989
Brett Wooden Brett Wooden's Filene Research Institute Experience August 2013 - Present
Job CoFounder of Wooden Consulting, LLC
Industry Financial Services
Experience
Wooden Consulting, LLC April 2012 - Present
Filene Research Institute August 2013 - Present
Cy-Fair Federal Credit Union June 2013 - June 2015
Young Credit Union Pros of Portland March 2011 - June 2013
Unitus Community Credit Union March 2009 - April 2012
Wells Fargo Bank 2006 - 2009
Unitus Community Credit Union April 2004 - August 2006
Wells Fargo January 2003 - April 2004
Skills
Sales Management, Marketing Strategy, Team Leadership, Emerging Technologies, Technology, Management Consulting, Consulting, iPad, iPhone Application..., iPhone, Career Development, Salesforce.com..., Business Development, Strategy, Leadership, Salesforce.com, Online Marketing, Marketing, Banking, Retail Banking, Marketing Communications, Executive Management, Team Management, Team Building, Loans, Credit, Coaching, Strategic Partnerships, CRM, Credit Cards, Credit Unions, Management, Vendor Management, Financial Services, Consumer Lending, Loan Origination, Cross Selling, Mortgage Lending, Sales, Risk Management, Small Business Lending, Commercial Lending, Commercial Banking, Mortgage Banking, Financial Analysis, Credit Analysis, Investments, Relationship Management, Small Business
Education
Portland State University - School of Business 2000 — 2003
BA, Marketing, Management
Wooden Consulting, LLC April 2012 - Present
Filene Research Institute August 2013 - Present
Cy-Fair Federal Credit Union June 2013 - June 2015
Young Credit Union Pros of Portland March 2011 - June 2013
Unitus Community Credit Union March 2009 - April 2012
Wells Fargo Bank 2006 - 2009
Unitus Community Credit Union April 2004 - August 2006
Wells Fargo January 2003 - April 2004
Skills
Sales Management, Marketing Strategy, Team Leadership, Emerging Technologies, Technology, Management Consulting, Consulting, iPad, iPhone Application..., iPhone, Career Development, Salesforce.com..., Business Development, Strategy, Leadership, Salesforce.com, Online Marketing, Marketing, Banking, Retail Banking, Marketing Communications, Executive Management, Team Management, Team Building, Loans, Credit, Coaching, Strategic Partnerships, CRM, Credit Cards, Credit Unions, Management, Vendor Management, Financial Services, Consumer Lending, Loan Origination, Cross Selling, Mortgage Lending, Sales, Risk Management, Small Business Lending, Commercial Lending, Commercial Banking, Mortgage Banking, Financial Analysis, Credit Analysis, Investments, Relationship Management, Small Business
Education
Portland State University - School of Business 2000 — 2003
BA, Marketing, Management
Steve Winninger Steve Winninger's Filene Research Institute Experience 2009 - December 2011
Job Consultant, Steve Winninger & Associates
Industry Management Consulting
Experience
Steve Winninger & Associates January 2012 - Present
Lansing Community College September 2012 - Present
Filene Research Institute 2009 - December 2011
Lake Trust Credit Union November 1991 - October 2011
The Mortgage Center 1996 - 2011
Skills
Board Effectiveness and..., Loans, Banking, Credit, Executive Management, Risk Management, Policy Governance ®, Board Governance, Governance, Strategic Planning, Team Leadership, Leadership Development, Management Consulting, Management, Budgets, Financial Analysis, Process Improvement, Credit Unions, Leadership, Coaching, Mergers & Acquisitions, Business Strategy, Organizational..., Public Speaking, Training, Customer Service, Strategy, Executive Coaching, Policy, Change Management, Finance, Team Building, Performance Management, Business Process..., Workshop Facilitation, Human Resources, Succession Planning, Consumer Lending, Strategic Thinking, Operations Management, Business Development, Organizational..., Culture Change, Performance Improvement, Financial Services, Business Planning, Employee Engagement, Analysis, Nonprofits, Program Management
Education
University of Iowa 1965 — 1969
BA, Business and Psychology
Stanford University 1992 — 1992
Executive Development Program
Lansing Community College
Business Administration and Management, General
Steve Winninger & Associates January 2012 - Present
Lansing Community College September 2012 - Present
Filene Research Institute 2009 - December 2011
Lake Trust Credit Union November 1991 - October 2011
The Mortgage Center 1996 - 2011
Skills
Board Effectiveness and..., Loans, Banking, Credit, Executive Management, Risk Management, Policy Governance ®, Board Governance, Governance, Strategic Planning, Team Leadership, Leadership Development, Management Consulting, Management, Budgets, Financial Analysis, Process Improvement, Credit Unions, Leadership, Coaching, Mergers & Acquisitions, Business Strategy, Organizational..., Public Speaking, Training, Customer Service, Strategy, Executive Coaching, Policy, Change Management, Finance, Team Building, Performance Management, Business Process..., Workshop Facilitation, Human Resources, Succession Planning, Consumer Lending, Strategic Thinking, Operations Management, Business Development, Organizational..., Culture Change, Performance Improvement, Financial Services, Business Planning, Employee Engagement, Analysis, Nonprofits, Program Management
Education
University of Iowa 1965 — 1969
BA, Business and Psychology
Stanford University 1992 — 1992
Executive Development Program
Lansing Community College
Business Administration and Management, General
Corlinda Wooden Corlinda Wooden's Filene Research Institute Experience January 2014 - Present
Job CoFounder and Consultant with Wooden Consulting, LLC
Industry Financial Services
Experience
Wooden Consulting, LLC June 2013 - Present
Filene Research Institute January 2014 - Present
Southwest CUNA Management School July 2014 - Present
Unitus Community Credit Union August 2007 - June 2013
Wells Fargo December 2005 - August 2007
Wells Fargo Bank January 2004 - January 2005
Wells Fargo January 2002 - January 2004
Wells Fargo December 1998 - January 2002
Skills
Banking, Team Leadership, Sales, Management, Strategy, Coaching, Employee Training, Selling, Credit Unions, Corporate Communications, Cross Selling, Achieving Results, Budgets, Sales Management, Retail Banking, Training & Development, Consultative Selling, Sales Coach, Service Activation, Individual Development, Maximizer, Executive Management, General Awesomeness, Customer Service, Marketing Strategy, Strategic Planning
Education
Portland State University - School of Business 1998 — 2001
BS, General Management, Information Systems and Qualitative Analysis
Wooden Consulting, LLC June 2013 - Present
Filene Research Institute January 2014 - Present
Southwest CUNA Management School July 2014 - Present
Unitus Community Credit Union August 2007 - June 2013
Wells Fargo December 2005 - August 2007
Wells Fargo Bank January 2004 - January 2005
Wells Fargo January 2002 - January 2004
Wells Fargo December 1998 - January 2002
Skills
Banking, Team Leadership, Sales, Management, Strategy, Coaching, Employee Training, Selling, Credit Unions, Corporate Communications, Cross Selling, Achieving Results, Budgets, Sales Management, Retail Banking, Training & Development, Consultative Selling, Sales Coach, Service Activation, Individual Development, Maximizer, Executive Management, General Awesomeness, Customer Service, Marketing Strategy, Strategic Planning
Education
Portland State University - School of Business 1998 — 2001
BS, General Management, Information Systems and Qualitative Analysis
Andrew Downin, CPA Andrew Downin, CPA's Filene Research Institute Experience December 2013 - Present
Job Innovation Director at Filene Research Institute
Industry Financial Services
Experience
Filene Research Institute December 2013 - Present
SchoolsFirst Federal Credit Union 2011 - 2013
Kinecta Federal Credit Union 2011 - 2011
Partners Federal Credit Union 1997 - 2010
Frankel and Kohn, CPAs 1996 - 1997
Connie A Sauvageau, CPA 1995 - 1996
State of Arizona Office of the Auditor General 1994 - 1995
Skills
Strategic Planning, Marketing Strategy, Product Development, Finance, Credit Cards, Financial Analysis, Debit Cards, Marketing Management, Branding & Identity, Product Marketing, Financial Modeling, Marketing Leadership, Change Management, Leading Change, Payment Cards, Vice Presidents, Public Speaking
Education
Pepperdine University 2003 — 2005
Master of Business Administration
University of Arizona 1991 — 1994
Bachelor of Science in Business Administration, Accounting
Filene Research Institute December 2013 - Present
SchoolsFirst Federal Credit Union 2011 - 2013
Kinecta Federal Credit Union 2011 - 2011
Partners Federal Credit Union 1997 - 2010
Frankel and Kohn, CPAs 1996 - 1997
Connie A Sauvageau, CPA 1995 - 1996
State of Arizona Office of the Auditor General 1994 - 1995
Skills
Strategic Planning, Marketing Strategy, Product Development, Finance, Credit Cards, Financial Analysis, Debit Cards, Marketing Management, Branding & Identity, Product Marketing, Financial Modeling, Marketing Leadership, Change Management, Leading Change, Payment Cards, Vice Presidents, Public Speaking
Education
Pepperdine University 2003 — 2005
Master of Business Administration
University of Arizona 1991 — 1994
Bachelor of Science in Business Administration, Accounting
Jeanne Pickens Jeanne Pickens's Filene Research Institute Experience 2007 - 2010
Job Senior VP of Marketing and Loyalty at Rogue Credit Union
Industry Financial Services
Experience
Rogue Federal Credit Union January 2006 - Present
Filene Research Institute 2007 - 2010
Skills
Credit Unions, Strategic Planning, Marketing Strategy, Mortgage Lending, Consumer Lending, Social Media, Loans, Banking, Customer Service, Public Speaking, Budgets, Event Planning
Education
Southern Oregon University 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Clackamas Community College 1998 — 2000
Associate of Arts (A.A.), General
Rogue Federal Credit Union January 2006 - Present
Filene Research Institute 2007 - 2010
Skills
Credit Unions, Strategic Planning, Marketing Strategy, Mortgage Lending, Consumer Lending, Social Media, Loans, Banking, Customer Service, Public Speaking, Budgets, Event Planning
Education
Southern Oregon University 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Clackamas Community College 1998 — 2000
Associate of Arts (A.A.), General
C. Lee Brice C. Lee Brice's Filene Research Institute Experience 2007 - 2009
Job Independent Consultant
Industry Financial Services
Experience
Independent June 2014 - Present
Desert Schools Federal Credit Union November 2009 - January 2014
Desert Schools Federal Credit Union August 2006 - November 2009
Filene Research Institute 2007 - 2009
Desert Schools Federal Credit Union July 2001 - August 2006
Desert Schools Federal Credit Union February 1999 - July 2001
Desert Schools Federal Credit Union November 1992 - February 1999
Desert Schools Federal Credit Union November 1989 - November 1992
Desert Schools Federal Credit Union April 1985 - November 1989
Desert Schools Federal Credit Union June 1983 - April 1985
Skills
Strategic Planning, Corporate Communications, Leadership Development, Process Analysis, Banking, Credit Cards, Team Building, Change Management, Leadership, Management, Marketing, Vendor Management, Process Improvement, Budgets, Sales Management, Marketing Strategy, Project Management, Payments, Call Centers, Business Analysis, Strategy, Business Development, Credit, Sales, Executive Management
Education
University of Arizona
M.A, Journalism
Vanderbilt University
BAI Graduate School, Bank Operations Technology
Arizona State University
B.A, English/Secondary Education
Independent June 2014 - Present
Desert Schools Federal Credit Union November 2009 - January 2014
Desert Schools Federal Credit Union August 2006 - November 2009
Filene Research Institute 2007 - 2009
Desert Schools Federal Credit Union July 2001 - August 2006
Desert Schools Federal Credit Union February 1999 - July 2001
Desert Schools Federal Credit Union November 1992 - February 1999
Desert Schools Federal Credit Union November 1989 - November 1992
Desert Schools Federal Credit Union April 1985 - November 1989
Desert Schools Federal Credit Union June 1983 - April 1985
Skills
Strategic Planning, Corporate Communications, Leadership Development, Process Analysis, Banking, Credit Cards, Team Building, Change Management, Leadership, Management, Marketing, Vendor Management, Process Improvement, Budgets, Sales Management, Marketing Strategy, Project Management, Payments, Call Centers, Business Analysis, Strategy, Business Development, Credit, Sales, Executive Management
Education
University of Arizona
M.A, Journalism
Vanderbilt University
BAI Graduate School, Bank Operations Technology
Arizona State University
B.A, English/Secondary Education
Robert (Bob) Hoel Robert (Bob) Hoel's Filene Research Institute Experience 2008 - Present
Job Senior Scholar at Filene Research Institute
Industry Financial Services
Experience
Filene Research Institute 2008 - Present
Filene Research Institute 1991 - 2007
Colorado State University 1972 - 1991
Skills
Credit Union Research, Consumer Finance..., Public..., Credit Union Consultant, Strategic Planning, Public Speaking, Non-profits, Leadership Development, Research, Budgets, Nonprofits, Editing, Credit Unions, Financial Analysis, Fundraising, Community Outreach, Public Relations, Leadership, Strategy, Coaching, Risk Management, Organizational..., Executive Management, Business Strategy, Team Building, Management, Market Research, Entrepreneurship
Education
Hamline University
Bachelor of Arts (B.A.), Economics
Hutchinson High School
Indiana University Bloomington
Master of Business Administration (MBA)
University of Minnesota-Twin Cities
Doctor of Philosophy (Ph.D.), Business, Management, Marketing, and Related Support Services
Filene Research Institute 2008 - Present
Filene Research Institute 1991 - 2007
Colorado State University 1972 - 1991
Skills
Credit Union Research, Consumer Finance..., Public..., Credit Union Consultant, Strategic Planning, Public Speaking, Non-profits, Leadership Development, Research, Budgets, Nonprofits, Editing, Credit Unions, Financial Analysis, Fundraising, Community Outreach, Public Relations, Leadership, Strategy, Coaching, Risk Management, Organizational..., Executive Management, Business Strategy, Team Building, Management, Market Research, Entrepreneurship
Education
Hamline University
Bachelor of Arts (B.A.), Economics
Hutchinson High School
Indiana University Bloomington
Master of Business Administration (MBA)
University of Minnesota-Twin Cities
Doctor of Philosophy (Ph.D.), Business, Management, Marketing, and Related Support Services
Nathan Saller Nathan Saller's Filene Research Institute Experience March 2004 - September 2006
Job Vice President, Strategy and Growth at Bellwether Community Credit Union
Industry Financial Services
Experience
Bellwether Community Credit Union March 2015 - Present
America's Credit Union Museum May 2012 - Present
Workers' Credit Union January 2015 - February 2015
Bellwether Community Credit Union August 2009 - December 2014
Bellwether Community Credit Union December 2001 - August 2009
Filene Research Institute March 2004 - September 2006
Telephone Credit Union of N.H. September 1997 - December 2001
Ford Motor Credit Company May 1996 - September 1997
Skills
Strategic Planning, Advertising, Management, Market Research, Leadership, Marketing Strategy, Process Improvement, Sales, Product Development, Business Strategy, Strategy, Brand Development, Online Marketing, Marketing Communications, Project Management, Business Development, Vendor Management, Credit Unions, Sales Management, Banking, Entrepreneurship, Email Marketing, Customer Service, Corporate Branding, CRM, Social Media Marketing, Public Relations, Team Building, Media Planning, Website Development, SEM, Brand Development..., Training, Negotiation, Online Advertising, Direct Marketing, Project Execution, Change Management, Cross-functional Team..., Development Of Employees, Job Coaching, Fundraising, Non-profit Leadership, Non-profit Volunteer
Education
Paul W. Barret, Jr. School of Banking 2014 — 2014
Commercial Lending Academy
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Master's in Business Administration (MBA)
Evangel University 1992 — 1996
BBA, Marketing
Bellwether Community Credit Union March 2015 - Present
America's Credit Union Museum May 2012 - Present
Workers' Credit Union January 2015 - February 2015
Bellwether Community Credit Union August 2009 - December 2014
Bellwether Community Credit Union December 2001 - August 2009
Filene Research Institute March 2004 - September 2006
Telephone Credit Union of N.H. September 1997 - December 2001
Ford Motor Credit Company May 1996 - September 1997
Skills
Strategic Planning, Advertising, Management, Market Research, Leadership, Marketing Strategy, Process Improvement, Sales, Product Development, Business Strategy, Strategy, Brand Development, Online Marketing, Marketing Communications, Project Management, Business Development, Vendor Management, Credit Unions, Sales Management, Banking, Entrepreneurship, Email Marketing, Customer Service, Corporate Branding, CRM, Social Media Marketing, Public Relations, Team Building, Media Planning, Website Development, SEM, Brand Development..., Training, Negotiation, Online Advertising, Direct Marketing, Project Execution, Change Management, Cross-functional Team..., Development Of Employees, Job Coaching, Fundraising, Non-profit Leadership, Non-profit Volunteer
Education
Paul W. Barret, Jr. School of Banking 2014 — 2014
Commercial Lending Academy
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Master's in Business Administration (MBA)
Evangel University 1992 — 1996
BBA, Marketing
Trish Shermot Trish Shermot's Filene Research Institute Experience 2007 - Present
Job Connector, Innovator, Leader Visions FCU
Industry Financial Services
Experience
Visions Federal Credit Union March 2015 - Present
Filene Research Institute 2007 - Present
CTCE Federal Credit Union October 1993 - Present
Schuylkill Valley Chapter of Credit Unions 2013 - 2013
Junior Achievement 2006 - 2012
Dietrich's Milk Products, Specialty Products Division June 1991 - May 1993
Collins Foods International September 1985 - April 1990
Skills
Marketing, Budgeting, Electronic Media, Planning, Vendor Relations, Team Building, Project Planning, Virtual Teams, MCIF, Budgets, Strategic Planning, Public Speaking, Fundraising, Business Development, Credit Unions, Project Management, Public Relations, Marketing Strategy, Social Media, Social Media Marketing, Research, Leadership, Small Business, Customer Service, Program Management, New Business Development, Marketing Communications, Sales, Community Outreach, Entrepreneurship, Product Development, Banking, Loans, Time Management, Credit, Consumer Lending, Executive Management, Advertising, Leadership Development, Process Improvement
Education
Kutztown University of Pennsylvania 1989 — 1991
BS, Business Administration/Marketing
University of Phoenix
MBA, Masters Business Administration
Visions Federal Credit Union March 2015 - Present
Filene Research Institute 2007 - Present
CTCE Federal Credit Union October 1993 - Present
Schuylkill Valley Chapter of Credit Unions 2013 - 2013
Junior Achievement 2006 - 2012
Dietrich's Milk Products, Specialty Products Division June 1991 - May 1993
Collins Foods International September 1985 - April 1990
Skills
Marketing, Budgeting, Electronic Media, Planning, Vendor Relations, Team Building, Project Planning, Virtual Teams, MCIF, Budgets, Strategic Planning, Public Speaking, Fundraising, Business Development, Credit Unions, Project Management, Public Relations, Marketing Strategy, Social Media, Social Media Marketing, Research, Leadership, Small Business, Customer Service, Program Management, New Business Development, Marketing Communications, Sales, Community Outreach, Entrepreneurship, Product Development, Banking, Loans, Time Management, Credit, Consumer Lending, Executive Management, Advertising, Leadership Development, Process Improvement
Education
Kutztown University of Pennsylvania 1989 — 1991
BS, Business Administration/Marketing
University of Phoenix
MBA, Masters Business Administration
Robert Trunzo's Filene Research Institute Experience 2014 - Present
Job President & Chief Executive Officer at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group January 2014 - Present
Filene Research Institute 2014 - Present
MIB Group, Inc. 2013 - Present
ACLI 2013 - Present
CUNA Mutual Group August 2012 - December 2013
CUNA Mutual Group September 2009 - August 2012
Education
University of Kentucky 1974 — 1978
Bachelor of Arts (BA), Political Science and Government
Marquette University 1978 — 1981
Doctor of Law (J.D.)
Northwestern University - Kellogg School of Management 2010 — 2011
Executive Program
CUNA Mutual Group January 2014 - Present
Filene Research Institute 2014 - Present
MIB Group, Inc. 2013 - Present
ACLI 2013 - Present
CUNA Mutual Group August 2012 - December 2013
CUNA Mutual Group September 2009 - August 2012
Education
University of Kentucky 1974 — 1978
Bachelor of Arts (BA), Political Science and Government
Marquette University 1978 — 1981
Doctor of Law (J.D.)
Northwestern University - Kellogg School of Management 2010 — 2011
Executive Program
Mollie Bell's Filene Research Institute Experience March 2013 - September 2015
Job chief transformation officer at CUNA Credit Union National Association
Industry Financial Services
Experience
CUNA -- Credit Union National Association September 2015 - Present
Filene Research Institute March 2013 - September 2015
CUNA Mutual Group January 2007 - March 2013
Accenture June 2001 - January 2007
Skills
Change Management, Risk Management, Process Improvement, Vendor Management, Strategic Planning, Leadership, Management, PMO, Cross-functional Team..., Portfolio Management, Executive Management, Insurance, Banking, Business Process..., Program Management
Education
The University of Texas School of Law 1998 — 2001
JD, Law
Lamar University 1989 — 1992
Bachelor of Business Administration (BBA)
CUNA -- Credit Union National Association September 2015 - Present
Filene Research Institute March 2013 - September 2015
CUNA Mutual Group January 2007 - March 2013
Accenture June 2001 - January 2007
Skills
Change Management, Risk Management, Process Improvement, Vendor Management, Strategic Planning, Leadership, Management, PMO, Cross-functional Team..., Portfolio Management, Executive Management, Insurance, Banking, Business Process..., Program Management
Education
The University of Texas School of Law 1998 — 2001
JD, Law
Lamar University 1989 — 1992
Bachelor of Business Administration (BBA)
Nick Talley's Filene Research Institute Experience 2010 - 2010
Job Student
Industry Medical Practice
Experience
Chetco Federal Credit Union April 2008 - July 2012
Chetco FCU, a community January 2008 - July 2012
federal credit union serving the coastal September 2004 - July 2012
Filene Research Institute 2010 - 2010
Fremont Bank September 2002 - September 2004
Education
Eastern Oregon University 2009 — 2011
Economics
University of Phoenix 2008 — 2009
Business
Eastern Oregon University
B.S, Business Economics
Kennesaw State University
Bachelor's Degree, Biochemistry
Chetco Federal Credit Union April 2008 - July 2012
Chetco FCU, a community January 2008 - July 2012
federal credit union serving the coastal September 2004 - July 2012
Filene Research Institute 2010 - 2010
Fremont Bank September 2002 - September 2004
Education
Eastern Oregon University 2009 — 2011
Economics
University of Phoenix 2008 — 2009
Business
Eastern Oregon University
B.S, Business Economics
Kennesaw State University
Bachelor's Degree, Biochemistry
Ben Rogers Ben Rogers's Filene Research Institute Experience October 2007 - Present
Job Research Director at The Filene Research Institute
Industry Research
Experience
Filene Research Institute October 2007 - Present
UCG September 2005 - October 2007
Dad's Life Magazine January 2005 - June 2005
Skills
Spanish, Editing, Publications, Journalism, Public Speaking, Social Media, Strategic Planning, Marketing, Research, Event Planning, Public Relations, Fundraising, Leadership, Start-ups, Newsletters, Microsoft Office, Advertising, Editorial, Budgets, Strategy, Market Research, Copywriting, Marketing Communications, Community Development, Organizational..., Coaching, Social Networking, Nonprofits, Leadership Development, Social Media Marketing, Community Outreach, Business Strategy, Strategic Communications, PowerPoint, Team Building, Marketing Strategy, Facebook, Email Marketing, Entrepreneurship, Online Marketing, Media Relations, Direct Marketing, Blogging, Executive Management, Online Advertising, Brand Development, Finance, Strategic Partnerships, Management, Banking
Education
Northwestern University 2004 — 2005
Master's, Journalism
Brigham Young University 1997 — 2003
BA, English, Philosophy
Filene Research Institute October 2007 - Present
UCG September 2005 - October 2007
Dad's Life Magazine January 2005 - June 2005
Skills
Spanish, Editing, Publications, Journalism, Public Speaking, Social Media, Strategic Planning, Marketing, Research, Event Planning, Public Relations, Fundraising, Leadership, Start-ups, Newsletters, Microsoft Office, Advertising, Editorial, Budgets, Strategy, Market Research, Copywriting, Marketing Communications, Community Development, Organizational..., Coaching, Social Networking, Nonprofits, Leadership Development, Social Media Marketing, Community Outreach, Business Strategy, Strategic Communications, PowerPoint, Team Building, Marketing Strategy, Facebook, Email Marketing, Entrepreneurship, Online Marketing, Media Relations, Direct Marketing, Blogging, Executive Management, Online Advertising, Brand Development, Finance, Strategic Partnerships, Management, Banking
Education
Northwestern University 2004 — 2005
Master's, Journalism
Brigham Young University 1997 — 2003
BA, English, Philosophy
Angela McCathran, MBA, CUDE Angela McCathran, MBA, CUDE's Filene Research Institute Experience September 2012 - Present
Job Prople's Trust FCU President/CEO
Industry Banking
Experience
Peoples Trust FCU March 2001 - Present
Signal Hill Financial Resources, LLC November 2003 - Present
National Credit Union Foundation January 2013 - Present
Filene Research Institute September 2012 - Present
CU Alliance, LLC 2002 - Present
Altura Credit Union October 1996 - January 2001
Golden 1 Credit Union October 1990 - October 1996
Keesler Federal Credit Union August 1983 - October 1987
Skills
Credit Unions, Loans, Banking, Credit, Consumer Lending, Mortgage Lending, Executive Management, Strategic Planning, Risk Management, Credit Analysis, Insurance, Team Building, Branch Banking, Finance, Real Estate, Financial Services, Commercial Banking, Credit Risk, Investments, Commercial Mortgages, Commercial Lending, Loan Origination, Underwriting, Call Centers, Credit Cards, Cash Management, Portfolio Management, Leadership, Mergers & Acquisitions, Financial Analysis, Financial Institutions, Financial Risk, Retail Banking
Education
California Baptist University 1999 — 2001
MBA, Buisness
Mississippi University for Women 1976 — 1979
Bachelor of Science (B.S.), Education
Peoples Trust FCU March 2001 - Present
Signal Hill Financial Resources, LLC November 2003 - Present
National Credit Union Foundation January 2013 - Present
Filene Research Institute September 2012 - Present
CU Alliance, LLC 2002 - Present
Altura Credit Union October 1996 - January 2001
Golden 1 Credit Union October 1990 - October 1996
Keesler Federal Credit Union August 1983 - October 1987
Skills
Credit Unions, Loans, Banking, Credit, Consumer Lending, Mortgage Lending, Executive Management, Strategic Planning, Risk Management, Credit Analysis, Insurance, Team Building, Branch Banking, Finance, Real Estate, Financial Services, Commercial Banking, Credit Risk, Investments, Commercial Mortgages, Commercial Lending, Loan Origination, Underwriting, Call Centers, Credit Cards, Cash Management, Portfolio Management, Leadership, Mergers & Acquisitions, Financial Analysis, Financial Institutions, Financial Risk, Retail Banking
Education
California Baptist University 1999 — 2001
MBA, Buisness
Mississippi University for Women 1976 — 1979
Bachelor of Science (B.S.), Education
Lydia Johnson Lydia Johnson's Filene Research Institute Experience 2004 - 2007
Job Brand Partner Director at Nerium International
Industry Financial Services
Experience
Nerium International March 2014 - Present
Lydia Johnson Consulting Ltd June 2008 - Present
Consultant, Strategic Leader, Presenter, Facilitator, Author, Coach March 2008 - Present
Filene Research Institute 2004 - 2007
Vancity Credit Union 1983 - 2007
Skills
Entrepreneur, Small Business, Coaching, Team Building, Management Consulting, Wellness, Nutrition, Negotiation, Wellbeing, Customer Service, Retail, Sales Management, Strategic Planning, Mortgage, Selling, Banking, Customer Relations, Public Speaking, Team Leadership, Performance Management, New Business Development, Leadership Development, Problem Solving, Process Improvement, Budgeting, Operations Management, Mentoring, Business Planning, Mortgage Lending, Entrepreneurship, Budgets, Training, Sales, Leadership, Business Strategy, Insurance, Marketing, Change Management, Social Networking, Management, Marketing Strategy, Start-ups, Marketing Communications, Online Marketing, Fundraising, Public Relations, Social Media Marketing, Personal Development, Home Based Business, Organizational...
Education
Master Key MasterMind 2013 — 2014
Personal Growth
CTI 2008 — 2009
Life Success Consulting 2008 — 2009
Queen's University 2002 — 2002
Executive Leadership
Nerium International March 2014 - Present
Lydia Johnson Consulting Ltd June 2008 - Present
Consultant, Strategic Leader, Presenter, Facilitator, Author, Coach March 2008 - Present
Filene Research Institute 2004 - 2007
Vancity Credit Union 1983 - 2007
Skills
Entrepreneur, Small Business, Coaching, Team Building, Management Consulting, Wellness, Nutrition, Negotiation, Wellbeing, Customer Service, Retail, Sales Management, Strategic Planning, Mortgage, Selling, Banking, Customer Relations, Public Speaking, Team Leadership, Performance Management, New Business Development, Leadership Development, Problem Solving, Process Improvement, Budgeting, Operations Management, Mentoring, Business Planning, Mortgage Lending, Entrepreneurship, Budgets, Training, Sales, Leadership, Business Strategy, Insurance, Marketing, Change Management, Social Networking, Management, Marketing Strategy, Start-ups, Marketing Communications, Online Marketing, Fundraising, Public Relations, Social Media Marketing, Personal Development, Home Based Business, Organizational...
Education
Master Key MasterMind 2013 — 2014
Personal Growth
CTI 2008 — 2009
Life Success Consulting 2008 — 2009
Queen's University 2002 — 2002
Executive Leadership
Jim Morrell, CUDE Jim Morrell, CUDE's Filene Research Institute Experience 2004 - 2007
Job President/CEO Peninsula Community FCU
Industry Banking
Experience
Peninsula Community Federal Credit Union May 2012 - Present
iQ Credit Union December 1998 - May 2012
Filene Research Institute 2004 - 2007
CUNA Technology Council 2002 - 2005
Marion & Polk Schools Credit Union June 1993 - December 1998
Skills
Credit Unions, Process Improvement, Strategic Planning, Leadership, Strategy, Budgets, Business Strategy, Executive Management, Financial Analysis, Banking, Sales, Loans, Consumer Lending, Mortgage Lending, Credit, Finance, Team Leadership, Strategic Financial..., Project Planning, Business Development, Vendor Management, Team Building, Program Management, Business Planning, Financial Services, Management, E-commerce, Financial Institutions, Risk Management, Payments, Credit Analysis, Electronic Payments, Credit Cards, Investments, Commercial Lending, Internet Banking, Payment Systems, Debit Cards, Retail Banking, Relationship Management, Mobile Banking, Financial Risk, Mobile Payments, ALM, Payment Card Processing, Business Process..., IT Strategy, Loss Mitigation
Education
Willamette University - Atkinson Graduate School of Management 1991 — 1993
MBA/MPA, Management Sciences and Quantitative Methods, Honors
Pacific Lutheran University 1987 — 1991
BA, Economics, Magna cum laude
Seattle Lutheran High School 1983 — 1987
Bachelor of Arts (B.A.), Economics
Peninsula Community Federal Credit Union May 2012 - Present
iQ Credit Union December 1998 - May 2012
Filene Research Institute 2004 - 2007
CUNA Technology Council 2002 - 2005
Marion & Polk Schools Credit Union June 1993 - December 1998
Skills
Credit Unions, Process Improvement, Strategic Planning, Leadership, Strategy, Budgets, Business Strategy, Executive Management, Financial Analysis, Banking, Sales, Loans, Consumer Lending, Mortgage Lending, Credit, Finance, Team Leadership, Strategic Financial..., Project Planning, Business Development, Vendor Management, Team Building, Program Management, Business Planning, Financial Services, Management, E-commerce, Financial Institutions, Risk Management, Payments, Credit Analysis, Electronic Payments, Credit Cards, Investments, Commercial Lending, Internet Banking, Payment Systems, Debit Cards, Retail Banking, Relationship Management, Mobile Banking, Financial Risk, Mobile Payments, ALM, Payment Card Processing, Business Process..., IT Strategy, Loss Mitigation
Education
Willamette University - Atkinson Graduate School of Management 1991 — 1993
MBA/MPA, Management Sciences and Quantitative Methods, Honors
Pacific Lutheran University 1987 — 1991
BA, Economics, Magna cum laude
Seattle Lutheran High School 1983 — 1987
Bachelor of Arts (B.A.), Economics
Jeremy Hayes Jeremy Hayes's Filene Research Institute Experience 2013 - Present
Job CFO and Owner of HSCH LLC
Industry Financial Services
Experience
Assemblies of God Credit Union January 2013 - Present
Filene Research Institute 2013 - Present
HSCH LLC January 2008 - Present
Skills
Strategic Planning, Budgets, Risk Management, Banking, Financial Analysis, Executive Management, Finance, Accounting, Financial Reporting, Management, Cash Management, Managerial Finance, Mergers & Acquisitions, Auditing, Business Process..., Financial Modeling, Treasury Management, Sarbanes-Oxley Act, Analysis, Leadership, Team Building
Education
Missouri State University 2000 — 2006
Master's degree, Accounting
Assemblies of God Credit Union January 2013 - Present
Filene Research Institute 2013 - Present
HSCH LLC January 2008 - Present
Skills
Strategic Planning, Budgets, Risk Management, Banking, Financial Analysis, Executive Management, Finance, Accounting, Financial Reporting, Management, Cash Management, Managerial Finance, Mergers & Acquisitions, Auditing, Business Process..., Financial Modeling, Treasury Management, Sarbanes-Oxley Act, Analysis, Leadership, Team Building
Education
Missouri State University 2000 — 2006
Master's degree, Accounting
Dustin Limburg Dustin Limburg's Filene Research Institute Experience 2008 - 2009
Job Marketing Manager
Industry Marketing and Advertising
Experience
Credit Union Student Choice May 2011 - Present
Wright-Patt Credit Union January 2010 - May 2011
Wright-Patt Credit Union January 2010 - April 2011
Wright-Patt Credit Union July 2007 - April 2010
Filene Research Institute 2008 - 2009
Ashcroft and Oak Jewelers June 2005 - July 2007
NCR June 2006 - September 2006
Teradata 2006 - 2006
Sterling Jewelers June 2002 - June 2005
Skills
Marketing, Advertising, Sales, Research, Strategic Planning, Marketing Strategy, Public Speaking, Customer Service, Leadership, Marketing Communications, Team Building, Social Media, Social Media Marketing, Web Development, Graphic Design, Photography, Adobe Creative Suite, Google Analytics, Google Adwords, Facebook, Facebook Marketing, Custom Facebook Pages, Twitter, Video Production, Video Editing, YouTube, Youth Marketing, Young Adults, Young Adult Services, Credit Unions, Credit Union Marketing, Credit Union Service..., Cross Channel Marketing, Management, Event Management, Online Advertising, Online Marketing
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA)
Wright State University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Wittenberg University 2002 — 2003
Bachelor of Business Administration (B.B.A.)
Credit Union Student Choice May 2011 - Present
Wright-Patt Credit Union January 2010 - May 2011
Wright-Patt Credit Union January 2010 - April 2011
Wright-Patt Credit Union July 2007 - April 2010
Filene Research Institute 2008 - 2009
Ashcroft and Oak Jewelers June 2005 - July 2007
NCR June 2006 - September 2006
Teradata 2006 - 2006
Sterling Jewelers June 2002 - June 2005
Skills
Marketing, Advertising, Sales, Research, Strategic Planning, Marketing Strategy, Public Speaking, Customer Service, Leadership, Marketing Communications, Team Building, Social Media, Social Media Marketing, Web Development, Graphic Design, Photography, Adobe Creative Suite, Google Analytics, Google Adwords, Facebook, Facebook Marketing, Custom Facebook Pages, Twitter, Video Production, Video Editing, YouTube, Youth Marketing, Young Adults, Young Adult Services, Credit Unions, Credit Union Marketing, Credit Union Service..., Cross Channel Marketing, Management, Event Management, Online Advertising, Online Marketing
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA)
Wright State University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Wittenberg University 2002 — 2003
Bachelor of Business Administration (B.B.A.)
Scott Moriarty Scott Moriarty's Filene Research Institute Experience September 2005 - 2008
Job Chief Operating Officer at CUMANET
Industry Financial Services
Experience
CUMANET March 2013 - Present
Thwakk Inc May 2008 - Present
Virginia Credit Union May 2005 - May 2008
Filene Research Institute September 2005 - 2008
Quorum Federal Credit Union April 2003 - April 2005
Quorum FCU April 2002 - April 2003
Kraft Foods April 2001 - April 2003
Skills
Strategic Planning, Operational Efficiency, Public Speaking, Product Development, Change Management, Planning, Team Building, Customer Relations, Problem Solving, Leadership Development, New Business Development, Business Strategy, Process Improvement, Team Leadership, Executive Management, Leadership, Strategy
Education
Penn State University 1995 — 1998
BS, economics, 3.5
Lehigh University 1990 — 1992
Biology, Chemistry, Genetics, Biochemistry, Behavioral Neuroscience
CUMANET March 2013 - Present
Thwakk Inc May 2008 - Present
Virginia Credit Union May 2005 - May 2008
Filene Research Institute September 2005 - 2008
Quorum Federal Credit Union April 2003 - April 2005
Quorum FCU April 2002 - April 2003
Kraft Foods April 2001 - April 2003
Skills
Strategic Planning, Operational Efficiency, Public Speaking, Product Development, Change Management, Planning, Team Building, Customer Relations, Problem Solving, Leadership Development, New Business Development, Business Strategy, Process Improvement, Team Leadership, Executive Management, Leadership, Strategy
Education
Penn State University 1995 — 1998
BS, economics, 3.5
Lehigh University 1990 — 1992
Biology, Chemistry, Genetics, Biochemistry, Behavioral Neuroscience
Kate (Kate Scoptur) Lawton Kate (Kate Scoptur) Lawton's Filene Research Institute Experience March 2013 - March 2015
Job Marketing and Communications Professional
Industry Marketing and Advertising
Experience
Filene Research Institute March 2013 - March 2015
Ad 2 Madison June 2012 - June 2013
Baker Tilly Virchow Krause, LLP May 2012 - February 2013
Community Justice, Inc. November 2009 - December 2012
Ad 2 Madison June 2011 - June 2012
PRSA Madison September 2010 - June 2012
Axley Brynelson, LLP May 2009 - May 2012
Ad 2 Madison June 2010 - June 2011
Ad 2 Madison November 2009 - June 2010
Axley Brynelson, LLP July 2008 - May 2009
Skills
Adobe Creative Suite, Google Analytics, Google Adwords, Constant Contact, CRM software, Website Management, Microsoft Office, iWork, Facebook, Twitter, LinkedIn, YouTube, Webmaster Services, Video, CRM, Social Media Marketing, Event Planning, Advertising, Social Media, Media Buying, Marketing Strategy, Web Marketing, GoToWebinar, WebEx, Wordpress, Public Speaking, Marketing Communications, WordPress, Public Relations, Integrated Marketing, Email Marketing, Marketing, Newsletters, Press Releases, Online Marketing
Education
University of Wisconsin-Madison 2005 — 2008
BA, Journalism & Mass Communications, English
Boston University 2004 — 2004
BA
Divine Savior Holy Angels High School 2000 — 2004
High School
Filene Research Institute March 2013 - March 2015
Ad 2 Madison June 2012 - June 2013
Baker Tilly Virchow Krause, LLP May 2012 - February 2013
Community Justice, Inc. November 2009 - December 2012
Ad 2 Madison June 2011 - June 2012
PRSA Madison September 2010 - June 2012
Axley Brynelson, LLP May 2009 - May 2012
Ad 2 Madison June 2010 - June 2011
Ad 2 Madison November 2009 - June 2010
Axley Brynelson, LLP July 2008 - May 2009
Skills
Adobe Creative Suite, Google Analytics, Google Adwords, Constant Contact, CRM software, Website Management, Microsoft Office, iWork, Facebook, Twitter, LinkedIn, YouTube, Webmaster Services, Video, CRM, Social Media Marketing, Event Planning, Advertising, Social Media, Media Buying, Marketing Strategy, Web Marketing, GoToWebinar, WebEx, Wordpress, Public Speaking, Marketing Communications, WordPress, Public Relations, Integrated Marketing, Email Marketing, Marketing, Newsletters, Press Releases, Online Marketing
Education
University of Wisconsin-Madison 2005 — 2008
BA, Journalism & Mass Communications, English
Boston University 2004 — 2004
BA
Divine Savior Holy Angels High School 2000 — 2004
High School
Scott Coe Scott Coe's Filene Research Institute Experience November 2013 - Present
Job SVP, Chief Marketing Officer at CoastHills Credit Union
Industry Banking
Experience
CoastHIlls Credit Union September 2004 - Present
Filene Research Institute November 2013 - Present
Marketing Association of Credit Unions 2008 - Present
Data Based Marketing September 2003 - September 2004
Skills
Marketing Strategy, Public Relations, Customer Service, Social Media Marketing, Credit Unions, Marketing, Marketing Management, Strategic Planning, Business Development, Marketing Communications, Banking, Social Media, Management, Direct Marketing, Credit, Leadership, Event Planning, Press Releases, Email Marketing
Education
University of Oregon 1978 — 1982
BS Journalism
CoastHIlls Credit Union September 2004 - Present
Filene Research Institute November 2013 - Present
Marketing Association of Credit Unions 2008 - Present
Data Based Marketing September 2003 - September 2004
Skills
Marketing Strategy, Public Relations, Customer Service, Social Media Marketing, Credit Unions, Marketing, Marketing Management, Strategic Planning, Business Development, Marketing Communications, Banking, Social Media, Management, Direct Marketing, Credit, Leadership, Event Planning, Press Releases, Email Marketing
Education
University of Oregon 1978 — 1982
BS Journalism
Adam Marlowe Adam Marlowe's Filene Research Institute Experience October 2011 - October 2013
Job Vice President, Member Impact & Delivery
Industry Banking
Experience
Georgia's Own Credit Union August 2007 - Present
CUES September 2012 - August 2015
Greater Atlanta Credit Union Chapter January 2011 - February 2015
Filene Research Institute October 2011 - October 2013
Georgia Credit Union Marketing Council January 2010 - March 2013
Retail Employees Credit Union August 2007 - May 2009
CGR Credit Union September 2006 - February 2007
MidSouth Federal Credit Union May 2005 - September 2006
GeoVista Credit Union August 2001 - May 2005
Phenix Federal Credit Union July 1999 - August 2001
Skills
Credit, Customer Service, Banking, Customer Relations, Loans, Online Marketing, Marketing Strategy, Marketing Communications, Digital Marketing, Social Media Marketing, Team Leadership, Credit Unions, Team Building, Underwriting, Leadership, Strategic Planning, Consumer Lending, Training, Microsoft Excel, Change Management, Analysis, Financial Analysis, Business Analysis, Coaching, Management, Sales, Risk Management, Budgets, Process Improvement, CRM, New Business Development, Marketing, Loan Origination, Human Resources, Business Development, Executive Management, Mergers, Mergers & Acquisitions
Education
American InterContinental University 2006 — 2007
MEd, Instructional Technology
American InterContinental University 2005 — 2006
BBA, Business Management
Georgia Southern University 2001 — 2005
BS
Georgia's Own Credit Union August 2007 - Present
CUES September 2012 - August 2015
Greater Atlanta Credit Union Chapter January 2011 - February 2015
Filene Research Institute October 2011 - October 2013
Georgia Credit Union Marketing Council January 2010 - March 2013
Retail Employees Credit Union August 2007 - May 2009
CGR Credit Union September 2006 - February 2007
MidSouth Federal Credit Union May 2005 - September 2006
GeoVista Credit Union August 2001 - May 2005
Phenix Federal Credit Union July 1999 - August 2001
Skills
Credit, Customer Service, Banking, Customer Relations, Loans, Online Marketing, Marketing Strategy, Marketing Communications, Digital Marketing, Social Media Marketing, Team Leadership, Credit Unions, Team Building, Underwriting, Leadership, Strategic Planning, Consumer Lending, Training, Microsoft Excel, Change Management, Analysis, Financial Analysis, Business Analysis, Coaching, Management, Sales, Risk Management, Budgets, Process Improvement, CRM, New Business Development, Marketing, Loan Origination, Human Resources, Business Development, Executive Management, Mergers, Mergers & Acquisitions
Education
American InterContinental University 2006 — 2007
MEd, Instructional Technology
American InterContinental University 2005 — 2006
BBA, Business Management
Georgia Southern University 2001 — 2005
BS
Thomas Bowen Thomas Bowen's Filene Research Institute Experience 2007 - 2009
Job Director, Member Relations at National Cooperative Business Association
Industry Marketing and Advertising
Experience
National Cooperative Business Association January 2014 - Present
National Cooperative Business Association February 2013 - Present
Visions Ink, Inc. January 2012 - February 2013
Money One FCU January 2009 - January 2012
KC Councils FCU March 2005 - June 2009
Filene Research Institute 2007 - 2009
Charles Schwab and Co. Inc January 2004 - March 2005
Scott Federal Credit Union September 2003 - January 2004
Skills
Marketing Management, Public Relations Skills, Project Management, Social Media, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Customer Service, Management, Credit Unions, Strategic Planning, Training, Social Media Marketing, Email Marketing, Leadership, Public Speaking, Banking, Direct Marketing, Advertising, Product Development, Business Development, Nonprofits
Education
University of Maryland University College 2009 — 2013
Bachelors, Communication, General, 3.99 GPA
Barry University 2000 — 2002
Business Administration; Human Resources Management
Johnson & Wales University 1987 — 1989
Associates, Culinary Arts
National Cooperative Business Association January 2014 - Present
National Cooperative Business Association February 2013 - Present
Visions Ink, Inc. January 2012 - February 2013
Money One FCU January 2009 - January 2012
KC Councils FCU March 2005 - June 2009
Filene Research Institute 2007 - 2009
Charles Schwab and Co. Inc January 2004 - March 2005
Scott Federal Credit Union September 2003 - January 2004
Skills
Marketing Management, Public Relations Skills, Project Management, Social Media, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Customer Service, Management, Credit Unions, Strategic Planning, Training, Social Media Marketing, Email Marketing, Leadership, Public Speaking, Banking, Direct Marketing, Advertising, Product Development, Business Development, Nonprofits
Education
University of Maryland University College 2009 — 2013
Bachelors, Communication, General, 3.99 GPA
Barry University 2000 — 2002
Business Administration; Human Resources Management
Johnson & Wales University 1987 — 1989
Associates, Culinary Arts
Isaiah Nichols-Floyd Isaiah Nichols-Floyd's Filene Research Institute Experience
Job Student at Madison Area Technical College
Industry
Experience
Filene Research Institute
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Madison Area Technical College 2012 — 2014
Filene Research Institute
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Madison Area Technical College 2012 — 2014
Cynthia Campbell, MBA, M.Ed, CUDE's Filene Research Institute Experience November 2014 - Present
Job
Industry Financial Services
Experience
Filene Research Institute November 2014 - Present
Filene Research Institute October 2013 - October 2014
Tinker Federal Credit Union April 2008 - September 2013
BALANCE Financial Fitness August 2005 - April 2008
FutureSource June 2000 - May 2005
Bridge Information Systems January 1998 - June 2000
Skills
Budgets, Financial Analysis, Finance, Consumer Lending, Risk Management, Strategic Planning, Email Marketing, Process Improvement, Social Media, Microsoft Excel, Management, Marketing, Training, Portfolio Management, Coaching, Insurance, Vendor Management, Financial Services, Analysis, Leadership, Banking
Education
University of Central Oklahoma 2012 — 2013
Master's degree
Elmhurst College 2004 — 2005
MBA
Elmhurst College 1999 — 2001
Bachelor of Science
Filene Research Institute November 2014 - Present
Filene Research Institute October 2013 - October 2014
Tinker Federal Credit Union April 2008 - September 2013
BALANCE Financial Fitness August 2005 - April 2008
FutureSource June 2000 - May 2005
Bridge Information Systems January 1998 - June 2000
Skills
Budgets, Financial Analysis, Finance, Consumer Lending, Risk Management, Strategic Planning, Email Marketing, Process Improvement, Social Media, Microsoft Excel, Management, Marketing, Training, Portfolio Management, Coaching, Insurance, Vendor Management, Financial Services, Analysis, Leadership, Banking
Education
University of Central Oklahoma 2012 — 2013
Master's degree
Elmhurst College 2004 — 2005
MBA
Elmhurst College 1999 — 2001
Bachelor of Science
Chad Helminak's Filene Research Institute Experience December 2014 - August 2015
Job Vice President of Development at Heritage Credit Union
Industry Public Relations and Communications
Experience
Heritage Credit Union September 2015 - Present
Filene Research Institute December 2014 - August 2015
Wisconsin Credit Union League May 2013 - December 2014
Disclosures Music Education Project August 2010 - August 2014
Wisconsin Credit Union League January 2012 - May 2013
Wisconsin Credit Union League January 2011 - January 2012
Wisconsin Credit Union League June 2009 - December 2010
Wisconsin Credit Union League January 2008 - June 2009
Wisconsin Credit Union League April 2006 - December 2007
Skills
Advocacy, Credit Unions, Community Outreach, Corporate Communications, Creative Strategy, Website Development, Public Relations, Public Speaking, Strategic Planning, Marketing, Event Planning, Financial Education, Marketing Communications, Nonprofits, Music Education, Event Management, Integrated Marketing, Community Development, Marketing Strategy, Fundraising, Email Marketing, Copywriting, Social Media, Team Building, Employee Training, Leadership, Executive Management, Young Professionals, Internal Communications, Press Releases, Training, Organizational..., Newsletters, Music Production
Education
University of Wisconsin-Stevens Point 2000 — 2005
BA, Communication - Public Relations
Milwaukee Area Technical College 2004 — 2004
Coursework, Web Development
Heritage Credit Union September 2015 - Present
Filene Research Institute December 2014 - August 2015
Wisconsin Credit Union League May 2013 - December 2014
Disclosures Music Education Project August 2010 - August 2014
Wisconsin Credit Union League January 2012 - May 2013
Wisconsin Credit Union League January 2011 - January 2012
Wisconsin Credit Union League June 2009 - December 2010
Wisconsin Credit Union League January 2008 - June 2009
Wisconsin Credit Union League April 2006 - December 2007
Skills
Advocacy, Credit Unions, Community Outreach, Corporate Communications, Creative Strategy, Website Development, Public Relations, Public Speaking, Strategic Planning, Marketing, Event Planning, Financial Education, Marketing Communications, Nonprofits, Music Education, Event Management, Integrated Marketing, Community Development, Marketing Strategy, Fundraising, Email Marketing, Copywriting, Social Media, Team Building, Employee Training, Leadership, Executive Management, Young Professionals, Internal Communications, Press Releases, Training, Organizational..., Newsletters, Music Production
Education
University of Wisconsin-Stevens Point 2000 — 2005
BA, Communication - Public Relations
Milwaukee Area Technical College 2004 — 2004
Coursework, Web Development
Christopher Fraenza's Filene Research Institute Experience May 2014 - February 2015
Job Director of Partnership Management at SavvyMoney
Industry Financial Services
Experience
SavvyMoney February 2015 - Present
Filene Research Institute May 2014 - February 2015
Filene Research Institute January 2013 - May 2014
Connex Credit Union December 2009 - January 2013
Advanced Rotary Youth Leadership Awards 2012 - 2012
Fair Haven Clam & Lobster May 2006 - November 2009
Skills
Credit, Banking, Mortgage Lending, Branch Management, Customer Service, Customer Satisfaction, Lines Of Credit, Bank Secrecy Act, Operations Management, Retail Banking, Loans, Commercial Banking, Payments, Finance, ACH, Refinance, Underwriting, Leadership, Process Improvement, Loan Origination, Residential Mortgages, Project Management, Innovation, Communication, Credit Unions, Cross Selling, Sales, Executive Management, Financial Services, Product Development, Nonprofits, Analysis, Risk Management, Credit Cards, Financial Analysis, Cash Management, Loan Servicing, Financial Institutions, Credit Analysis
Education
Albertus Magnus College 2009 — 2012
Bachelor of Science (BS), Finance
SavvyMoney February 2015 - Present
Filene Research Institute May 2014 - February 2015
Filene Research Institute January 2013 - May 2014
Connex Credit Union December 2009 - January 2013
Advanced Rotary Youth Leadership Awards 2012 - 2012
Fair Haven Clam & Lobster May 2006 - November 2009
Skills
Credit, Banking, Mortgage Lending, Branch Management, Customer Service, Customer Satisfaction, Lines Of Credit, Bank Secrecy Act, Operations Management, Retail Banking, Loans, Commercial Banking, Payments, Finance, ACH, Refinance, Underwriting, Leadership, Process Improvement, Loan Origination, Residential Mortgages, Project Management, Innovation, Communication, Credit Unions, Cross Selling, Sales, Executive Management, Financial Services, Product Development, Nonprofits, Analysis, Risk Management, Credit Cards, Financial Analysis, Cash Management, Loan Servicing, Financial Institutions, Credit Analysis
Education
Albertus Magnus College 2009 — 2012
Bachelor of Science (BS), Finance
Jennifer Sider Jennifer Sider's Filene Research Institute Experience October 2013 - Present
Job Director, Marketing and Development Duke University Federal Credit Union
Industry Banking
Experience
Duke University Federal Credit Union October 2006 - Present
Filene Research Institute October 2013 - Present
Skills
Marketing Communications, Leadership, Marketing, Marketing Strategy, Business Development, Social Media Marketing, Customer Service, Fundraising, Market Research, Corporate Communications, Event Planning, Media Relations, Recruiting, Team Building, Content Development, Microsoft Office, Management, Service Improvement, Budgets, Research, Creative Direction, Program Management, Public Relations, Event Management, Financial Analysis &..., Community Outreach, Product Innovation, Social Media, Creative Team Leadership, Teambuilding, Market Research &..., Sales Collateral &..., Public and Media..., Web & Print Content..., Fundraising and Special..., Innovation Development, Brand Management, Email Marketing, Strategic Planning
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2007
MBA, Management/Marketing
Messiah College 1991 — 1995
Bachelor's of Science, Marketing
Southington High School 1988 — 1991
Diploma, Business, Management, Marketing, and Related Support Services
Duke University Federal Credit Union October 2006 - Present
Filene Research Institute October 2013 - Present
Skills
Marketing Communications, Leadership, Marketing, Marketing Strategy, Business Development, Social Media Marketing, Customer Service, Fundraising, Market Research, Corporate Communications, Event Planning, Media Relations, Recruiting, Team Building, Content Development, Microsoft Office, Management, Service Improvement, Budgets, Research, Creative Direction, Program Management, Public Relations, Event Management, Financial Analysis &..., Community Outreach, Product Innovation, Social Media, Creative Team Leadership, Teambuilding, Market Research &..., Sales Collateral &..., Public and Media..., Web & Print Content..., Fundraising and Special..., Innovation Development, Brand Management, Email Marketing, Strategic Planning
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2007
MBA, Management/Marketing
Messiah College 1991 — 1995
Bachelor's of Science, Marketing
Southington High School 1988 — 1991
Diploma, Business, Management, Marketing, and Related Support Services
Daniel Hoover, PHR's Filene Research Institute Experience November 2012 - May 2015
Job VP Operations at Blue Maple Property Management
Industry Think Tanks
Experience
Blue Maple Property Management May 2015 - Present
Filene Research Institute November 2012 - May 2015
Filene Research Institute July 2007 - November 2012
Gates Business Solutions July 2002 - July 2007
UW Credit Union August 1999 - July 2002
Skills
Sales and Sales..., Strategic Planning, Human Resource..., Coaching/Supervision, Board Administration, Budgeting, Salesforce CRM, IT Management/Security, Meeting Planning, Project Management, Microsoft Office for PC..., Google for Business, Facilities Management, Quickbooks Online, Budgets, Salesforce.com, Management, Human Resources, CRM, Operations Management, Customer Service, Training, Team Building, Public Speaking, Leadership, Marketing, Coaching
Education
University of Wisconsin-Madison
Bachelor's Degree, Economics
Madison Area Technical College
Certificate in Human Resources
LaFollette
High School
Blue Maple Property Management May 2015 - Present
Filene Research Institute November 2012 - May 2015
Filene Research Institute July 2007 - November 2012
Gates Business Solutions July 2002 - July 2007
UW Credit Union August 1999 - July 2002
Skills
Sales and Sales..., Strategic Planning, Human Resource..., Coaching/Supervision, Board Administration, Budgeting, Salesforce CRM, IT Management/Security, Meeting Planning, Project Management, Microsoft Office for PC..., Google for Business, Facilities Management, Quickbooks Online, Budgets, Salesforce.com, Management, Human Resources, CRM, Operations Management, Customer Service, Training, Team Building, Public Speaking, Leadership, Marketing, Coaching
Education
University of Wisconsin-Madison
Bachelor's Degree, Economics
Madison Area Technical College
Certificate in Human Resources
LaFollette
High School
Nan Morrow's Filene Research Institute Experience 2006 - Present
Job Vice President Corporate Development at Centra Credit Union
Industry Financial Services
Experience
Centra Credit Union 2006 - Present
Filene Research Institute 2006 - Present
Ignite 2008 - 2010
IU Credit Union 1989 - 2006
Hendricks Regional Health 1987 - 1989
Reid Memorial Hospital 1979 - 1987
Skills
Banking, Credit, Marketing, Loans, Leadership, Customer Service, Sales, Strategy, Financial Analysis, Team Building, Account Management, Strategic Planning, Mortgage Lending, Business Development, Investments, Credit Unions, Executive Management, Consumer Lending, Finance, Credit Cards, New Business Development, Process Improvement, Mergers & Acquisitions, Sales Management, Budgets, Management, Coaching, Retail Banking, Business Strategy, Business Planning, Strategic Partnerships, Training, Marketing Strategy, Financial Services, Negotiation, Leadership Development, Small Business, Small Business Lending, Market Research, Vendor Management, Fundraising, Social Media Marketing
Education
Stonier Graduate School of Banking 1995 — 1997
Banking
Ball State University - College of Business
MBA
Ball State University 1975 — 1979
Centra Credit Union 2006 - Present
Filene Research Institute 2006 - Present
Ignite 2008 - 2010
IU Credit Union 1989 - 2006
Hendricks Regional Health 1987 - 1989
Reid Memorial Hospital 1979 - 1987
Skills
Banking, Credit, Marketing, Loans, Leadership, Customer Service, Sales, Strategy, Financial Analysis, Team Building, Account Management, Strategic Planning, Mortgage Lending, Business Development, Investments, Credit Unions, Executive Management, Consumer Lending, Finance, Credit Cards, New Business Development, Process Improvement, Mergers & Acquisitions, Sales Management, Budgets, Management, Coaching, Retail Banking, Business Strategy, Business Planning, Strategic Partnerships, Training, Marketing Strategy, Financial Services, Negotiation, Leadership Development, Small Business, Small Business Lending, Market Research, Vendor Management, Fundraising, Social Media Marketing
Education
Stonier Graduate School of Banking 1995 — 1997
Banking
Ball State University - College of Business
MBA
Ball State University 1975 — 1979
Keon Conerly's Filene Research Institute Experience October 2014 - Present
Job Assistant Vice President at University of Illinois Employees Credit Union
Industry Financial Services
Experience
University of Illinois Employees Credit Union March 2011 - Present
Filene Research Institute October 2014 - Present
University of Illinois at Urbana-Champaign July 2014 - Present
Urbana Business Association February 2011 - Present
University of Illinois Employees Credit Union January 2010 - March 2011
University of Illinois Employees Credit Union June 2006 - January 2010
Skills
Marketing Strategy, Marketing Communications, Operations Management, Microsoft Office, Marketing, Sales Management, Direct Marketing, Strategic Planning, Product Marketing, Public Speaking, Product Development, Advertising, Board of Director..., Credit Unions, Budgets, Customer Service
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2013
MBA
Eastern Illinois University 2005 — 2009
BS, Business
University of Illinois Employees Credit Union March 2011 - Present
Filene Research Institute October 2014 - Present
University of Illinois at Urbana-Champaign July 2014 - Present
Urbana Business Association February 2011 - Present
University of Illinois Employees Credit Union January 2010 - March 2011
University of Illinois Employees Credit Union June 2006 - January 2010
Skills
Marketing Strategy, Marketing Communications, Operations Management, Microsoft Office, Marketing, Sales Management, Direct Marketing, Strategic Planning, Product Marketing, Public Speaking, Product Development, Advertising, Board of Director..., Credit Unions, Budgets, Customer Service
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2013
MBA
Eastern Illinois University 2005 — 2009
BS, Business
David Klavitter's Filene Research Institute Experience 2012 - 2014
Job Senior Vice President, Marketing & Public Relations at Dupaco Community Credit Union
Industry Financial Services
Experience
Dupaco Community Credit Union February 2009 - Present
Filene Research Institute 2012 - 2014
Credit Union National Association April 1999 - January 2009
Dupaco Community Credit Union January 1996 - April 1999
Deluxe Corporation 1991 - 1994
Skills
Public Relations, Marketing, Nonprofits, Marketing Communications, Strategic Planning, Sales, Public Affairs, Media Relations, Strategic Communications, Finance, Corporate Communications, Social Media, Internal Communications, Social Media Marketing, Crisis Communications, Leadership
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
M.B.A.
University of Northern Iowa 1986 — 1991
B.A., Public Relations, Journalism
Dupaco Community Credit Union February 2009 - Present
Filene Research Institute 2012 - 2014
Credit Union National Association April 1999 - January 2009
Dupaco Community Credit Union January 1996 - April 1999
Deluxe Corporation 1991 - 1994
Skills
Public Relations, Marketing, Nonprofits, Marketing Communications, Strategic Planning, Sales, Public Affairs, Media Relations, Strategic Communications, Finance, Corporate Communications, Social Media, Internal Communications, Social Media Marketing, Crisis Communications, Leadership
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
M.B.A.
University of Northern Iowa 1986 — 1991
B.A., Public Relations, Journalism
Jason Werts's Filene Research Institute Experience 2011 - 2012
Job Chief Operating Officer at Unitus Community Credit Union
Industry Financial Services
Experience
Unitus Community Credit Union January 2013 - Present
Unitus Community Credit Union May 2006 - December 2012
Filene Research Institute 2011 - 2012
Wells Fargo 1994 - 2006
Wells Fargo Bank 1991 - 2005
Portland Business Alliance 2002 - 2003
Skills
Strategic Planning, Coaching, Sales Management, Budgeting, Team Building, Collaboration, Service Delivery, Retail Banking, Multi-channel Retail, Operational Excellence, Process Improvement, Innovator, Cross-functional Team..., Marketing, Budgets, Credit, Credit Unions, Customer Service, Banking, Financial Services, General Awesomeness, Leadership, Management, Business Development
Education
Portland State University 1998 — 2001
MBA, Business
University of Puget Sound 1990 — 1994
Bachelor of Arts, English Literature
Beaverton HS 1988 — 1990
Raleigh Hills 1979 — 1983
Unitus Community Credit Union January 2013 - Present
Unitus Community Credit Union May 2006 - December 2012
Filene Research Institute 2011 - 2012
Wells Fargo 1994 - 2006
Wells Fargo Bank 1991 - 2005
Portland Business Alliance 2002 - 2003
Skills
Strategic Planning, Coaching, Sales Management, Budgeting, Team Building, Collaboration, Service Delivery, Retail Banking, Multi-channel Retail, Operational Excellence, Process Improvement, Innovator, Cross-functional Team..., Marketing, Budgets, Credit, Credit Unions, Customer Service, Banking, Financial Services, General Awesomeness, Leadership, Management, Business Development
Education
Portland State University 1998 — 2001
MBA, Business
University of Puget Sound 1990 — 1994
Bachelor of Arts, English Literature
Beaverton HS 1988 — 1990
Raleigh Hills 1979 — 1983
Rachel Parrent's Filene Research Institute Experience 2007 - 2008
Job Community Engagement Manager at Vantage Credit Union
Industry Financial Services
Experience
Vantage Credit Union February 2013 - Present
Vantage Credit Union February 1997 - Present
Filene Research Institute 2007 - 2008
National Youth Involvement Board 2002 - 2006
Skills
Financial Education, Public Speaking, Credit Unions, Community Outreach, Teaching, Problem Solving, Coaching, Teamwork, Editing, Strategic Planning, Event Planning, Writing, Promotions, Savings, Budgeting, Credit, Microsoft Office, Marketing, Leadership, Marketing Communications, Training, Public Relations
Education
Lindenwood University 1997 — 1997
Missouri Baptist University 1996 — 1997
Business
Ritenour HS 1992 — 1996
Vantage Credit Union February 2013 - Present
Vantage Credit Union February 1997 - Present
Filene Research Institute 2007 - 2008
National Youth Involvement Board 2002 - 2006
Skills
Financial Education, Public Speaking, Credit Unions, Community Outreach, Teaching, Problem Solving, Coaching, Teamwork, Editing, Strategic Planning, Event Planning, Writing, Promotions, Savings, Budgeting, Credit, Microsoft Office, Marketing, Leadership, Marketing Communications, Training, Public Relations
Education
Lindenwood University 1997 — 1997
Missouri Baptist University 1996 — 1997
Business
Ritenour HS 1992 — 1996
Musette Bracher's Filene Research Institute Experience 2007 - 2009
Job Vice President of Marketing at EECU
Industry Financial Services
Experience
EECU January 2012 - Present
GECU January 2001 - January 2012
Filene Research Institute 2007 - 2009
Skills
Banking, Marketing, Credit, Direct Marketing, Strategic Planning, Management, Marketing Strategy
Education
The University of Texas at El Paso 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
EECU January 2012 - Present
GECU January 2001 - January 2012
Filene Research Institute 2007 - 2009
Skills
Banking, Marketing, Credit, Direct Marketing, Strategic Planning, Management, Marketing Strategy
Education
The University of Texas at El Paso 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Jason Peach, CCE's Filene Research Institute Experience 2008 - 2010
Job Senior VP / CFO at West Community Credit Union
Industry Banking
Experience
Achievements Unlimited March 2015 - Present
West Community Credit Union June 2005 - Present
Filene Research Institute 2008 - 2010
Georgia Federal Credit Union 2003 - 2005
Georgia Federal Credit Union 2000 - 2003
Georgia Federal Credit Union 1998 - 2000
Missouri Student Federal Credit Union (now Tigers Credit Union) 1996 - 1998
Skills
Banking, Business Development, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Unions, Finance, Financial Analysis, Financial Services, Leadership, Loans, Management, Mortgage Lending, Strategic Planning, Strategy
Education
CUES 2012 — 2014
Certified Chief Executive, Strategy, organizational change and leadership
Georgia State University 1999 — 2001
MBA, Finance
University of Missouri-Columbia 1994 — 1997
BS in Business Administration, Economics
Achievements Unlimited March 2015 - Present
West Community Credit Union June 2005 - Present
Filene Research Institute 2008 - 2010
Georgia Federal Credit Union 2003 - 2005
Georgia Federal Credit Union 2000 - 2003
Georgia Federal Credit Union 1998 - 2000
Missouri Student Federal Credit Union (now Tigers Credit Union) 1996 - 1998
Skills
Banking, Business Development, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Unions, Finance, Financial Analysis, Financial Services, Leadership, Loans, Management, Mortgage Lending, Strategic Planning, Strategy
Education
CUES 2012 — 2014
Certified Chief Executive, Strategy, organizational change and leadership
Georgia State University 1999 — 2001
MBA, Finance
University of Missouri-Columbia 1994 — 1997
BS in Business Administration, Economics
Elry Armaza's Filene Research Institute Experience September 2015 - Present
Job Impact Director @ Filene Research Institute
Industry Financial Services
Experience
Filene Research Institute September 2015 - Present
UW Credit Union September 2009 - September 2015
UW Credit Union December 2010 - June 2013
Associated Bank July 2007 - June 2009
PLS November 2003 - July 2007
Skills
Consumer Lending, Banking, Loans, Credit, Retail Banking, Deposits, Cross Selling, Coaching, Customer Service, Financial Services, Refinance, Change Management, Performance Management, Employee Engagement, Team Building, Mortgage Banking, Small Business Lending
Education
UW-Whitewater 2012 — 2016
Master of Business Administration (M.B.A.), Project Management/Marketing Emphases
Universidad Católica Boliviana 1997 — 2002
Bachelor, Industrial Engineering
Filene Research Institute September 2015 - Present
UW Credit Union September 2009 - September 2015
UW Credit Union December 2010 - June 2013
Associated Bank July 2007 - June 2009
PLS November 2003 - July 2007
Skills
Consumer Lending, Banking, Loans, Credit, Retail Banking, Deposits, Cross Selling, Coaching, Customer Service, Financial Services, Refinance, Change Management, Performance Management, Employee Engagement, Team Building, Mortgage Banking, Small Business Lending
Education
UW-Whitewater 2012 — 2016
Master of Business Administration (M.B.A.), Project Management/Marketing Emphases
Universidad Católica Boliviana 1997 — 2002
Bachelor, Industrial Engineering
Chris Catliff's Filene Research Institute Experience 2004 - 2013
Job President and CEO at BlueShore Financial, Technologist, People Leader, Brand Zealot
Industry Banking
Experience
BlueShore Financial 2000 - Present
Pacifica Mortgage Investment Group February 2012 - Present
United Mortgage Group October 2001 - Present
Credential February 2011 - February 2013
Filene Research Institute 2004 - 2013
Canadian Northern Shield March 2004 - March 2008
The CUMIS Group March 2003 - February 2008
Vancity February 1995 - October 2000
Vancity Enterprises Ltd. January 1989 - February 1995
Skills
Investments, Strategic Planning, Banking, Wealth Management, Mortgage Lending, Mentoring, Business Strategy, Corporate Finance, Portfolio Management, Mutual Funds, Strategic Financial..., Marketing, Risk Management, Strategy, Financial Analysis, Financial Services, Finance, Loans, Investment Advisory, Commercial Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Unions, Marketing Strategy, Credit Analysis, Retirement Planning, Credit, Relationship Management, Consumer Lending, Financial Advisory, Financial Risk, Leadership
Education
University of Toronto - Rotman School of Management 2011 — 2012
ICD Directors Education Program
Joint Program Harvard and MIT 1997 — 1997
Program For Key Executives
The University of British Columbia 1978 — 1985
Master of Arts (M.A.), Bachelor of Arts (B.A.)
BlueShore Financial 2000 - Present
Pacifica Mortgage Investment Group February 2012 - Present
United Mortgage Group October 2001 - Present
Credential February 2011 - February 2013
Filene Research Institute 2004 - 2013
Canadian Northern Shield March 2004 - March 2008
The CUMIS Group March 2003 - February 2008
Vancity February 1995 - October 2000
Vancity Enterprises Ltd. January 1989 - February 1995
Skills
Investments, Strategic Planning, Banking, Wealth Management, Mortgage Lending, Mentoring, Business Strategy, Corporate Finance, Portfolio Management, Mutual Funds, Strategic Financial..., Marketing, Risk Management, Strategy, Financial Analysis, Financial Services, Finance, Loans, Investment Advisory, Commercial Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Unions, Marketing Strategy, Credit Analysis, Retirement Planning, Credit, Relationship Management, Consumer Lending, Financial Advisory, Financial Risk, Leadership
Education
University of Toronto - Rotman School of Management 2011 — 2012
ICD Directors Education Program
Joint Program Harvard and MIT 1997 — 1997
Program For Key Executives
The University of British Columbia 1978 — 1985
Master of Arts (M.A.), Bachelor of Arts (B.A.)
J.G. Wentworth
The J.G. Wentworth Company
JGWPT Holdings, LLC
Provident Financial