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R E S E A R C H E V E N T
DIVERSE EMPLOYEESDIVERSE MEMBERSCONNECTING INCLUSIVE MARKETING AND EQUITABLE HR IN CREDIT UNIONS
CENTER FOR CONSUM
ER DECISION MAKING
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3RD FLOOR—SHERATON AUSTIN HOTEL AT THE CAPITOL
A F I L E N E R E S E A R C H
EVENTIt’s time to connect the dots between diversity, equity and inclusion (DE&I) initiatives in HR and marketing. Filene’s Centers of Excellence on Consumer Decision Making and the War for Talent join forces to explore strategies, processes and practices for credit union leaders to bring DE&I together to build stronger, more effective credit unions.
Dig into key topics around inclusive marketing and equitable HR:
→ Financial services and communities of color
→ Difficult conversations in the workplace
→ Diversity in the C-suite
→ Incorporating DE&I into brand strategy
→ Workplace design with DE&I in mind
→ Inclusive products for diverse markets
→ Women in leadership
DAY O N E
THURSDAY 9.268:00A S TA R T YO U R DAY
BREAKFAST backYARD
9:00A W E LC O M E
INTRODUCTIONS Capitol Ballroom D
9:30A C O F F E E K E Y N OT E S E S S I O N
MANAGING DIVERSITY & INCLUSION IN THE AGE OF TRUMP Leonard Moore
In this politically divided world, the VP for Diversity and Engagement and Professor of American History at UT Austin shares lessons learned on what you need to know about race in the age of Obama and Trump.
10:00A P R E S E N TAT I O N
TAPPING INTO THE POWER OF DIFFERENCE — CUNA MUTUAL’S JOURNEY Angela Russell & Eric Hansing
Learn how an industry-leading organization put DE&I at the top of its agenda, connecting talent, research, and marketing to make a difference for credit unions and their members.
10:15A Q & A
PANEL DISCUSSION—MORNING SESSIONS Sekou Bermiss, Leonard Moore, Angela Russell & Eric Hansing
10:45A BREAK11:00A C O F F E E K E Y N OT E S E S S I O N
DIVERSITY, EQUITY & INCLUSION IN FINANCIAL SERVICES: CHALLENGES & STRATEGIES FOR CUs Capitol Ballroom D David Crockett
A leading marketing expert and professor—and former credit union board director—offers insights into how to ensure your members hear your message when your credit union reaches out.
11:30P P R E S E N TAT I O N
IS YOUR CREDIT UNION READY TO WELCOME ME? Kenia Calderón Cerón
Learn how receiving an Individual Taxpayer Identification Number (ITIN) loan helped support a high-performing college student and brought a generation of new business to the credit union.
11:45A Q & A
PANEL DISCUSSION—MORNING SESSIONS Hope Schau, David Crockett & Kenia Calderón Cerón
12:15P LUNCH BREAK backYARD
1:15P S H O W C A S E P R E S E N TAT I O N # 1
ON THE STATE OF DE&I IN THE CU INDUSTRY Capitol Ballroom D Samira Salem, Hope Schau & Sekou Bermiss
Our panel of academic and association experts shares their knowledge on DE&I in the credit union industry.
2:00P BREAK2:15P S H O W C A S E P R E S E N TAT I O N # 2
ON THE STATE OF DE&I IN THE CU INDUSTRY Capitol Ballroom D Renée Sattiewhite, Monica Hughes Davy & Lynn Heckler
Our panel of business and regulation experts shares their knowledge on DE&I in the credit union industry.
3:00P BREAK3:15P PA N E L D I S C U S S I O N & C LO S I N G R E M A R K S
UNTIL TOMORROW... Capitol Ballroom D Taylor C. Nelms
3:30P R E C E P T I O N
CONNECT THE DOTS & REGISTER FOR DAY 2 BREAKOUTS Capitol Terrace
Join us for a networking opportunity to meet and talk with presenters: Hope Schau, David Crockett, Kenia Calderón Cerón, Ruth Cochran, Angela Russell, Eric Hansing, and more.
DAY T W O
FRIDAY 9.277:30A S TA R T YO U R DAY
BREAKFAST backYARD
8:30A W E LC O M E
INTRODUCTIONS Capitol Ballroom D
8:45A T E AC H I N G R O U N D B R E A KO U T S
A: DIFFICULT CONVERSATIONS IN THE WORKPLACE Capitol Ballroom D Sekou Bermiss
Communicating about diversity, equity and inclusion can be challenging in the workplace. Learn strategies to move your organization toward inclusion without alienation.
T E AC H I N G R O U N D B R E A KO U T S
B: WE BELONG: BUILDING DIVERSITY & INCLUSION THROUGHOUT THE CREDIT UNION ENTERPRISE Capitol Ballroom B Hope Schau
Learn how credit unions can enhance their messaging and representation to attract and retain diverse members and talent.
T E AC H I N G R O U N D B R E A KO U T S
C: MANAGING DIVERSITY IN THE C-SUITE Capitol Ballroom C Leonard Moore
An approach for executive leaders on best practices for diversity, equity and inclusion.
T E AC H I N G R O U N D B R E A KO U T S
D: PUT YOUR BRAND STRATEGY TO WORK FOR A MORE DIVERSE MEMBERSHIP Capitol Ballroom A David Crockett
A deeper dive into brand-level strategy that incorporates diversity, equity, and inclusion toward growing your membership.
10:15A BREAK10:30A P R E S E N TAT I O N
WORKPLACE DESIGN AND DE&I Capitol Ballroom D Eleanor Forster
Eleanor Forster covers key findings from the Leesman Global Database, revealing a series of mission-critical drivers organizations need to deliver if they are to foster outstanding employee workplace experience. Based on a new research collaboration between Filene, Momentum, and Leesman, participants will dive deep into how employee’s satisfaction and support in their workplace experience can impact their performance in their day-to-day work.
11:30A BREAK11:45A P R E S E N TAT I O N
WOMEN IN LEADERSHIP IN THE CU INDUSTRY Capitol Ballroom D Ruth Cochran
What are some systemic challenges that women face when working to advance their careers in the credit union space? What can be done to better support women as they develop as credit union leaders?
12:15P C LO S I N G K E Y N OT E
*SPECIAL KEYNOTE* Quinetta Roberson
Exciting news regarding the future of Filene’s Centers of Excellence.
12:45P C LO S I N G R E M A R K S
WHAT’S NEXT Taylor C. Nelms
M E E T T H E
SPEAKERSSEKOU BERMISSF I L E N E F E L LO W : WA R F O R TA L E N T + A S S O C I AT E P R O F E S S O R
O F M A N AG E M E N T AT T H E M C C O M B S S C H O O L O F B U S I N E S S ,
U N I V E R S I T Y O F T E X A S AT AU S T I N
Dr. Bermiss conducts research in the area of strategic human capital management where he explores the micro-foundations of competitive advantage by studying the antecedents and consequences of manager mobility and how different forms of employee movement impact a firm’s ability to compete.
KENIA CALDERÓN CERÓNC L I E N T R E L AT I O N S D I R E C TO R , C O O P E R A C O N S U LT I N G
Kenia works closely with the client relations team to assist client organizations in implementing Hispanic growth strategies. She is an advocate for financial inclusion and works towards dismantling systematic barriers for underserved and traditionally marginalized communities.
RUTH COCHRANP R I N C I PA L C O N S U LTA N T, B OA R D & C E O S E R V I C E S P R AC T I C E ,
KO R N F E R R Y
Ms. Cochran brings over 15 years of industry experience and works with boards of directors to design and implement best-in-class CEO succession processes. She also focuses on the assessment and development of CEO succession candidates.
DAVID CROCKETTP R O F E S S O R & M O O R E F E L LO W, D E PA R T M E N T
O F M A R K E T I N G , DA R L A M O O R E S C H O O L O F B U S I N E S S ,
U N I V E R S I T Y O F S O U T H C A R O L I N A
Dr. Crockett’s primary research interest is in sociological aspects of consumer behavior, particularly the consequences of social inequality. His research investigates the creation, manifestation, and resolution of class, gender and racial inequality in the marketplace.
ELEANOR FORSTERM A N AG I N G D I R E C TO R N O R T H A M E R I C A , L E E S M A N
Eleanor is responsible for the strategic development of the Leesman brand. She has a long-standing interest in how people and space influence and interact with each other and how we can better understand human needs in the workplace.
LYNN HECKLERE V P, C H I E F TA L E N T O F F I C E R , P S C U
Ms. Heckler owns responsibility for the functions that define the company’s culture and employees’ work experience. Lynn has over 25 years of experience in human resources leadership in various industries including vision care, home healthcare, insurance, and financial services.
ERIC HANSINGV I C E P R E S I D E N T O F M U LT I C U LT U R A L & C O R P O R AT E
S T R AT E G Y, C U N A M U T UA L G R O U P
Hansing leads corporate strategy development and is responsible for the annual business planning processes that ensure strategic initiatives align with our long-term strategic and financial performance goals.
MONICA HUGHES DAVYD I R E C TO R , O F F I C E O F M I N O R I T Y & W O M E N I N C LU S I O N
N AT I O N A L C R E D I T U N I O N A S S O C I AT I O N ( N C UA )
Davy oversees the requirements of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 involving diversity, civil rights and the promotion of minority and women hiring and contracting practices throughout the credit union industry and at the NCUA.
LEONARD MOOREV I C E P R E S I D E N T F O R D I V E R S I T Y & C O M M U N I T Y
E N G AG E M E N T + G E O R G E L I T T L E F I E L D P R O F E S S O R O F
A M E R I C A N H I S TO R Y, U N I V E R S I T Y O F T E X A S AT AU S T I N
A faculty member at UT Austin since 2007, Dr. Moore has served as the senior associate vice president for diversity and community engagement and regularly teaches in the UT School of Law and the Texas MBA Program at the McCombs School of Business in the Spring semester.
ANGELA RUSSELLV I C E P R E S I D E N T, D I V E R S I T Y, E Q U I T Y & I N C LU S I O N ,
C U N A M U T UA L G R O U P
Angela is responsible for leading the development, direction and implementation of short and long-term strategies and programs that support Diversity & Inclusion and overseeing CUNA Mutual’s Corporate Social Responsibility program.
SAMIRA SALEMS E N I O R P O L I C Y A N A LY S T, C U N A
With nearly 20 years of experience in international economic development, community development, policy research, and social finance, Samira has worked at the U.S. International Trade Commission in Washington D.C. and had an eight-year tenure at Washington-based DAI where she was an international economic development specialist.
RENÉE SATTIEWHITEE X E C U T I V E D I R E C TO R , A F R I C A N A M E R I C A N C R E D I T
U N I O N C OA L I T I O N ( A AC U C )
Renée Sattiewhite is the Executive Director at AACUC. Renée supports AACUC in providing programs that offer benefits for African-American credit union professionals and volunteers, credit unions, and credit union vendor partners.
TAYLOR C. NELMSS E N I O R D I R E C TO R O F R E S E A R C H , F I L E N E
Taylor heads up the research team at the Filene Research Insti-tute. He is an anthropologist and ethnographer with expertise in money, technology, and consumer and cooperative finance. He received his PhD in Anthropology from the University of California, Irvine.
QUINETTA ROBERSONF R E D J . S P R I N G E R E N D O W E D C H A I R I N B U S I N E S S
L E A D E R S H I P, P R O F E S S O R O F M A N AG E M E N T,
V I L L A N O VA U N I V E R S I T Y S C H O O L O F B U S I N E S S
Dr. Roberson specializes in Diversity & Inclusion and Talent Management. Her research focus is primarily in the area of strategic diversity management, inclusion, and organizational justice (in groups and teams).
HOPE SCHAUF I L E N E F E L LO W : C O N S U M E R D E C I S I O N M A K I N G +
E L L E R P R O F E S S O R O F M A R K E T I N G AT T H E E L L E R
C O L L E G E O F M A N AG E M E N T, U N I V E R S I T Y O F A R I Z O N A
An award-winning instructor, Dr. Schau teaches Marketing Management, Managing Marketing Communications, and Social Media Marketing Strategy in the Eller MBA programs and has published well-cited research on the impact of technology on marketplace relationships, branding, identity-salient consumption practices, and collaborative value creation.
CENTER OF EXCELLENCE FOR CONSUMER DECISION MAKING
CENTER OF EXCELLENCE FOR WAR FOR TALENT
Filene would like to thank its sponsors of the Center of Excellence for War for Talent and the Center of Excellence for Consumer Decision Making as well as all of Filene’s supporters, for helping to make this event and our research possible.
Led by Filene Fellow Hope Schau, the Center for Consumer Decision Making uncovers consumer preferences, trends, and behaviors in money management to help credit unions understand how people make decisions in the face of financial needs and challenges.
Led by Filene Fellow Sekou Bermiss, the Center for War for Talent connects credit unions to solutions for attracting, devel-oping, and promoting top performers, from the front line to the board table.
A S P E C I A L
THANK YOU
NEED HELP?Find a Filener or contact Beth with all your questions, comments or concerns.
BRITTANY HOBANG R A P H I C
D E S I G N E R
BETH SCHNABELE V E N T M A N AG E R
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STEPHANIE RICKETTSP R O J E C T
M A N AG E R
HOLLY FEARINGM A R K E T I N G
+ C O M M U N I C AT I O N S
D I R E C TO R
CHRIS HARPERS E N I O R
D I R E C TO R O F
M E M B E R S H I P
PAUL DIONNER E S E A R C H
P R O J E C T
A S S O C I AT E
CHRISTIE KIMBELLC H I E F
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CONVERSATION GUIDELINESWe aim to create an environment of psychological safety for all participants at this event and for it to be a safe space for sharing. In order to achieve this, we ask everyone to adhere to these conversation guidelines as we work to connect the dots between diversity, equity and inclusion. We also invite you to keep these in mind when continuing these conversations back at your credit union or organization.
→ Be honest and willing to share. All emotions are welcomed.
→ What is said here stays here, and what is learned here leaves here.
→ Use “I” statements. No one should speak for others’ experiences.
→ Listen with curiosity and a willingness to learn; resist the desire to interrupt.
→ Assume positive intent, but don’t assume meaning— ask for clarification.
→ Be brief. Share the time and space.
THINK FORWARD. CHANGE LIVES.
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