Since 2022, I have led the market research and consulting business at the Filene Research Institute, a leading consumer finance think tank focused on credit unions. In 2023, I led the launch of Member Voice, Filene’s new consumer insights and segmentation offering for credit unions.

Since 2018, I have also overseen much of Filene’s original and applied research output and contributed directly to that research, including co-authoring Filene’s LinkedIn newsletter Thinking Forward.

Filene projects, reports, blogs

New research on what people want out of a relationship with a credit union and how credit unions can leverage data-driven member insights to reach consumers

The Puzzle-Solving Approach That Enables Small Credit Unions to Thrive. Filene research report #571, 2023

The Small Business & Entrepreneur Opportunity for Credit Unions. Filene commissioned research brief #597, 2023.

The Changing Climate for Credit Unions. Filene research report #561, 2022.

The Opportunities for Credit Unions in the Face of a Changing Climate. Filene blogpost, July 2022.

Mergers: A Restructuring of the Credit Union System. Filene blogpost, March 2022.

Community Credit: Redesigning Finance, Together. National Science Foundation-funded research, 2021/2022. Video overview here.

Inclusive Banking: Lessons from Payday Lenders and Check Cashers. Filene research brief #538, 2021.

Payments, Personal Financial Management and Prospects for Credit Union Growth. Filene commissioned white paper for CO-OP Solutions, 2020.

Friction: A Manifesto. Filene research report #509, 2020.

Credit Unions and the Coronavirus: Notes on the Impacts and Implications of the COVID-19 Crisis, Part 1, Part 2, Part 3. Filene research reports #504, #506, #515, 2020.

Pathways to Financial Well-being. Filene research report #500, 2020.

The Case for Workplace Well-being: The View from Credit Unions. Filene research report #480, 2019.

The Credit Union of the 21st Century. Filene research report #459, 2019.

trade press

“Hybrid Work Is Here to Stay—Here’s How to Make It Work.” With Sekou Bermiss and Doug Leighton. HR Exchange Network, 2023.

“Use Technology to Up Your Value Prop.” With Josh Sledge. Credit Union Times, 2021.

“‘Concern for Community’ Calls for New Actions from Credit Unions.” With E. Armaza. Credit Union Times, 2020.

“Election Reflections from the Filene Research Institute.” With E. Armaza. Credit Union Times, 2020.

“Impacts & Implications of the COVID-19 Crisis for Credit Unions.” With P. Dionne. Credit Union Times, 2020.

“What Is Old – and New – About Credit Union Mergers?” With L. Dopico. Credit Union Times, 2019.

“No Love Lost: What Credit Unions Can Expect from Cores in the Future.” With S.C. Rea. Credit Union Times, 2019.

podcasts