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Filene·Leadership·News Release·Updates

New Beginnings

A note from James:

Four years ago, you all started a journey with me. A journey to an unknown destination, but you came with me anyway. Four years ago, I took charge of The Cooperative Trust and everything that includes. As I write this, my part in this journey is approaching its end. Yours, however, continues onwards… What’s next for me? I’ll come to that later, but first…

The last four years have given me the chance to meet and work with some of the brightest talent in the credit union system. I’ve been surrounded by passionate, committed, kind and generous people at all times. Not once in the last four years has working with you, ever been ‘work’. You have made my life a joy to live, in all that you and this community of people have done. As I think about this time, a song comes to mind – “Swing Life Away” – there’s a line in this song that describes my time with The Cooperative Trust perfectly:

“I’ve got some friends, some that I hardly know
But we’ve had some times, I wouldn’t trade for the world”

In addition, there are also some thank-yous that need calling out by name: Brent Dixon, Theresa Jelderks (Hilinksi), Chris Fraenza, Meghann Dawson, Chad Helminak, Brianne Williamson, Heather Ristow, Tammy Wood, Lindsey Hodson. Andy Janning, Ariel Bilskey and Matt Vance.

As much as all this ‘touchy feely” stuff is what I’m all about, we’ve really achieved something too! We’ve seen the credit union system open its eyes and its arms to the need for the development of young talent, of you! We have seen more professionals than ever before come through our Crash programs and leave with a new lease of life for credit unions and what they do. We’ve seen our Crashers attend CUDE, become i3’ers and become credit union CEOs. Yes, we’ve really achieved something. I never could have imagined that we’d be here, achieving so much, together.

As for me, I’ll still be at Filene. For now, I’ll still be with the Trust helping to manage our transition. This is not goodbye, just, catch you later! I am excited to continue to help credit unions implement our vast body of research to better help Main Street Americans and credit union members all over the world.

As for The Cooperative Trust: LAUREN! LAUREN CULP. Lauren is amazing and is joining us by way of Alaska. Lauren brings a curiosity to The Cooperative Trust that will take this amazing community to the next level – I don’t want to tell you too much as I’ll let her speak for herself (below…)

Four years ago, when I started, Brent Dixon asked you to reach out to me, meet me, mentor me. As Brent asked this of you four years ago, I ask this of you now for Lauren. If my rollercoaster has been anything to go by, Lauren is sure to have 100 more loops and corkscrews and she’ll need you to help her through!

Thank you for everything. I’m not crying, you are.

James

A note from Lauren:

Hi everyone!

Thanks James, for the introduction! If you don’t know me yet, I’m Lauren – avid coffee lover, recent Alaska resident, current i3er, and 2016 Crash the GAC alumnus. I just moved to Madison last week after six years spent in “The Last Frontier.” In case you’re wondering, here are just a few fun things I did in Alaska:

  • Backpacked the scenic 33-mile Chilkoot Trail
  • Watched the Northern Lights from my bedroom window
  • Flew a tiny plane (with the assistance of an actual pilot) through Alaskan mountain ranges
  • Took lots of Vitamin D because yes, it is really dark in the winter
  • Spent five years working for a great Alaskan credit union

Now, I’m thrilled to be joining the awesome folks at Filene. Brent and James have done big amazing things with the Trust and have left large shoes to fill. In the coming months, I’ll be working with James and Tansley to transition into the Cooperative Trust Manager role. My first Crash in this capacity will be a really cool opportunity to Innovate with Visa in San Francisco this August – check it out!

Lots of exciting things are happening at the Cooperative Trust from earning the Herb Wagner Award to reaching the 1500 member mark. None of this could have happened without YOU, so give yourself a pat on the back and then come back for more!

In the coming months, we’ll be focusing on a mentorship program, more integration and engagement at Crash events, and an exciting new website. More on that later. In the meantime, check out the opportunities to stay involved with the Trust!

I’d like to take a moment to personally thank James so much for his fearless leadership, boundless energy, and determined commitment to young people in the credit union movement. Reach out to James (jamesm@filene.org) to let him know how awesome he is (and congratulate him on tying the knot!)

I can’t wait to get to know as many of you Trust members as is humanly possible (shout out to my #CrashTheGAC16 and #Filenei3 family)! Drop me a line if you’re in town or at a Filene event – I’d love to connect, and look forward to working together to empower young adults in credit unions.

 

With lots of excitement,

Lauren

laurenc@filene.org

704.771.8483 mobile

Conferences·Crash·Crash Event·Crash the GAC·CUNA·CUNA Mutual Group·Filene·Gen Y·Governmental Affairs·Leadership·News Release·Professional Development·Updates

Crash the GAC 2017!

Your 2017 Crashers!

We’re back once again! We have FIFTY young professionals from all over the U.S.A. heading to Washington D.C. for Crash the GAC! We’re so thankful once more to Credit Union National Association (CUNA) for being our partner and primary supporter to make these magical events happen, all of our Crashers are receiving full attendance scholarships from CUNA. Speaking of Crashers… Come and meet them!

Something new!

In addition, for the CUNA GAC – we are bringing even more political advocacy to our Crash event, including a ‘town hall’ style meeting with Rep. Swalwell and more events for our crashers, to be announced!

Thunderpunch!

Oh… and guess what… THUNDERPUNCH IS BACK! Come and join us on Monday, 2/27 for the best time and one of the ‘go to’ evening events of the CUNA GAC hosted by your Crashers & supported once more by our friends at Larky and SavvyMoneyCheck out the details now!

Herb Wegner Award

This year we have been lucky enough to be the recipients of the National Credit Union Foundation‘s Herb Wegner Memorial Award for Outstanding Program! This is a huge honour and the highest in the credit union system. We’re very humbled by the recognition of The Foundation and can’t wait to celebrate with everyone at the awards dinner at GAC! Read more about why we are being recognised…

Thanks to… 

Crash the GAC wouldn’t be able to happen without an army at our disposal. First, we would thank the talented colleagues we have at Filene Research Institute, Credit Union National Association for being our partner and the Crash the GAC team made up of Ariel Bilskey, Lindsey Hodson, Matt Vance, Andy Janning and James Marshall.

A shout out must be given to the credit union leagues and associations who have helped us promote and recruit for this event, as well as being strong proponents of our program.

Finally, we would like to thank Larky & SavvyMoney for partnering on Thunderpunch once more; we’d like to thank CUNA Mutual Group for their ongoing support; and lastly but certainly not least – Visa, Bethpage FCU, and Alogent for helping to get all our Crashers to the Herb Wegner Memorial Awards Dinner at GAC 2017!

Follow Along.

Make sure you follow along on social, on our Facebook, Twitter and Instagram pages. Our hashtag is #crashthegac17 and you can see our social wall here!

Conferences·Crash·Crash Event·Crash the ACUC·CUNA·Filene·Finance·Gen Y·Ideas·Innovation·Leadership·Meetups·News Release·Professional Development·Updates

Denver, we’re coming for you!

In just under 6 weeks we’ll be in Denver, CO. where we will join credit union professionals from all over the world at the co-chosted World Credit Union Conference and America’s Credit Union Conference by World Council of Credit Unions (WOCCU) and Credit Union National Association (CUNA).

Remember, everything we do is made possible thanks to CUNA! Crash Denver is happening thanks to Fiserv.

We’ll be calling our little excursion; Crash Denver. At Crash Denver, our Crashers will be put through their paces to help build a new credit union business model aimed at the next generation of consumers! This is an exciting opportunity for our group to really put something together which can have real impact in our industry.

We have also been warmly invited to join WOCCU’s World Young Credit Union People program for their events – so our Crashers are certainly going to be working hard!

We will have a reception on Tuesday night of the conference too, which all are welcome to attend. Watch this space!

In the mean time, why don’t you look below to meet our Crashers:

Abram Rodriguez, Border Federal Credit Union, Texas

Alycia Kaiser, Limestone Federal Credit Union, Michigan

Amanda Carrozza, Eagle One Federal Credit Union, Pennsylvania

Amberlee Payne, High Plains Federal Credit Union, New Mexico

Chad Maheux, Seasons Federal Credit Union, Connecticut

Dainelle Riley, USF Federal Credit Union, Florida

Denice Saucedo, North Side Community Federal Credit Union, Illinois

Ryan Manis, Kohler Credit Union, Wisconsin

Shelley, Ennis, New Castle County School Employees FCU, Pennsylvania

Spence LaCroix, Jefferson Financial Credit Union, Louisiana

big. bright. minds.·Careers·Collaboration·Community Development·Conferences·Crash·Crash Event·Creativity·CUNA·CUNA Mutual Group·Filene·Gen Y·Ideas·Innovation·Leadership·Lending·Meetups·News Release·Professional Development·Updates

November is Crash-tastic!

Can you believe it’s almost November already? (Or it might be November when you’re reading this – in which case, CAN YOU BELIEVE IT?). What does November bring? A change in leaves? A change in weather? Thanksgiving? A countdown to Christmas? (As I write this, it’s just 62 days until Christmas day!). 

But you know what else November brings us?!?! TWO CRASH EVENTS! That’s right… TWO! Our Crashers have been selected and we’d love for you to meet them.

Head over here to meet our Crashers for Crash CUNA Lending Council in San Diego, CA.

And go in this direction to meet our Crashers for Crash big. bright. minds. in Tucson, AZ.

The Cooperative Trust is a Filene community. Everything we do is made possible by Credit Union National Association. Crash CUNA Lending Council is supported by Twenty Twenty Analytics and Crash big. bright. minds. is supported by CUNA Mutual Group.

Change·Collaboration·Community Development·Cooperative Economy·CUNA·Filene·Gen Y·Innovation·Leadership·News Release·Updates

CUNA Support for The Cooperative Trust

MADISON, Wis. (9/9/14) – The Credit Union National Association will support The Cooperative Trust, Filene Research Institute’s young professional initiative, as a chairman’s roundtable benefactor with a commitment of $250,000 over three years.


“In order to successfully position credit unions as forward-thinking, we need to invest in our up-and-coming industry leaders,” said Bill Hampel, interim CUNA President/CEO. “We see our best results from people fully engaged with the credit union philosophy. CUNA wants to drive those opportunities for young professionals.”

The move is part of CUNA’s already-strong commitment to raise awareness with and involvement by young professionals in credit unions. CUNA and its CUNA Councils have provided “crash” opportunities at the CUNA Governmental Affairs Conference and individual council conferences.

CUNA Councils will be highly involved in CUNA’s role as benefactor.

“This support is part of a bigger strategy, which includes the launch of an official CUNA Young Professionals Committee, demonstrating our commitment to developing and retaining the next generation of leaders to grow, promote and sustain the credit union movement,” said Jill Tomalin, CUNA executive vice president/chief operating officer.

“We are excited to build on our work with CUNA Councils and Filene and provide leadership support to the Cooperative Trust,” she added.

“Our relationship with CUNA really demonstrates our shared commitment to shape and build the future of credit unions,” said James Marshall, The Cooperative Trust manager.  “These are indeed exciting times for young professionals who are passionate about credit unions and cooperatives.”

Change·Collaboration·Conferences·Crash·Crash Event·Creativity·CU Water Cooler·Ideas·Innovation·Leadership·Meetups·News Release·Professional Development·Updates

So, We’re Crashing the CU Water Cooler Symposium 2014!!!

It’s finally here! After weeks and weeks of searching high and low – we’re so happy to announce that we have chosen (and notified) our 2014 Crash the CU Water Cooler Symposium Crashers.

They are:

  • Danielle Buscher, West Community Credit Union
  • Kayla Carson, Limestone Federal Credit Union
  • Jess Certain, 3Rivers FCU
  • Matthew Cropp,  Cooperative Vermont, Credit Union History, Full Barrel Cooperative Brewery & Taproom
  • Whitney Loe, ANECA Federal Credit Union
  • Dana Murn-Kohal, Credit Union Executive Society (CUES)
  • Ashley Pierce, A+ Federal Credit Union
  • Joshua Poole, Shell Geismar FCU
  • Bethany Scott, Virginia Credit Union League
  • William Swanson, Sterling United Federal Credit Union
Want to find out more about them? Then why not read all about them here?!

 

This will be our first ever Crash the CU Water Cooler Symposium as the event heads into its 5th year. With a great line up of speakers including former Cooperative Trust extraordinaire, Brent Dixon, we’re excited that these two worlds are going to collide resulting in what can only be described as a calamity of awesomeness!

We can’t wait to see you there!

 

Business Development·Collaboration·Community Development·Conferences·Cooperative Economy·Ideas·Professional Development·Updates

Cooperative Credit Unions: My Experience at ACE Institute

Last month I had the opportunity to see North American cooperatives in action. ACE—the Association of Cooperative Educators puts on their annual ACE Institute Conference, and this year it was held in cooperative central, Austin, Texas. Woohoo for my first time in the Cooperative Capital!

ACE is a membership organization that brings together educators, researchers, cooperative members, and cooperative developers from across cooperative sectors and national borders resulting in ideas that enhance cooperative development, strengthen cooperatives, promote professionalism and improve public understanding.

Being a busy guy, I unfortunately only had the opportunity to attend day 1 of a 3-day conference. It was a quick trip, but nothing short of a fantastic experience. I had never before seen the momentum of the cooperative movement outside of consumer finance.  Like many of my colleagues, I am a self-proclaimed credit union junkie, so I guilty admit that I tend to neglect thoughts of the cooperative movement that exists as a whole. Credit unions live by the cooperative principals, so how could I forget?!

I was most impressed with the cooperative efforts in housing, community gardens, and retail. I noticed that credit unions and “cooperatives’ were often categorized in two different buckets, unintentionally of course. I want to hear from my fellow credit union junkies, why are credit unions not associated with the word “cooperative” as much as other segments? What can be done to bring the two closer together?

Ready, set & go!…

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