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.
Since 2018, I have also overseen much of Filene’s original and applied research output and contributed directly to that research.
I co-author Filene’s LinkedIn newsletter tackling the most pressing questions facing credit unions today. Subscribe here!
In 2023, I led the launch of Member Voice, Filene’s new consumer insights and segmentation offering for credit unions with 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 and engage consumers.
Major Filene Research Reports
Filene Webinars & Podcasts
Other Filene Reports & Blogs
2024
2023
2022
2021
2020
Five Open Questions on Open Banking: An Open Banking Primer for Credit Unions (blogpost/newsletter)
Closing the Implementation Gap: A Strategy Execution Playbook for Credit Unions. Filene commissioned report #624.
Approaching Member Centricity from the Inside Out. Filene commissioned report for Velera (PSCU/Co-op Solutions)
Bringing HBCUs and Community Financial Institutions Together (blogpost/newsletter)
Credit Unions in an Everything Everywhere All at Once World? (blogpost/newsletter)
Top 11 Things Industry Leaders Think Credit Unions Should Watch Out for in 2024 (blogpost/newsletter)
The Small Business & Entrepreneur Opportunity for Credit Unions. Filene commissioned report #597.
Consumer Voices—Financial Insights from Across the U.S. (blogpost/newsletter)
How Changes in Consumer Savings Are Intensifying the War for Deposits (blogpost/newsletter)
Two Big Back-to-School Credit Trends for Young Consumers (blogpost/newsletter)
To Chat or Not to Chat: Generative AI in Financial Services (blogpost/newsletter)
Putting Financial Well-Being for All into Practice. Filene research report #557.
The Opportunities for Credit Unions in the Face of a Changing Climate (blogpost)
Bridging Member Needs and Payments Strategy to Deepen Trust, Filene commissioned white paper for Co-op Solutions
Mergers: A Restructuring of the Credit Union System (blogpost)
Worth Protecting: Credit Union Disaster Research (blogpost)
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.
Lives Interrupted: Bridging Financial Transitions (blogpost)
Payments, Personal Financial Management and Prospects for Credit Union Growth. Filene commissioned white paper for Co-op Solutions.
Friction: A Manifesto. Filene research report #509.
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.
Inclusion Matters: The Impacts of the COVID-19 Crisis on Black and Latino/a Americans (blogpost)
A COVID-19 Stimulus Check Planning Tool for Credit Union Members (blogpost)
How Credit Unions Can Spur Mutual Support in a Pandemic (blogpost)
2024
2023
2022
2021
2020
2019
2018
Beyond Demographics: The Power of Filene’s Member Segmentation Model (podcast)
Member Voice Unleashed—National Insights & Dashboard Demo Preview (webinar)
So You Want to Talk About Small Business Opportunities (webinar)
So You Want to Talk About Embedded Finance (webinar)
Custom Solutions for Credit Union Growth (webinar)
Industry Collaboration & Secrets to Thriving (webinar)
Effects of Healthcare Costs on Economic Stability (webinar)
An Unavoidable Challenge: The Changing Climate for Credit Unions (webinar)
Putting Financial Well-being for All into Practice (webinar)
New CUSO Models for Growth and Innovation (webinar)
The Key to Realizing Value from Data Analytics: Are You Ready? (webinar)
So You Want to Talk About Overdraft Protection Programs (webinar)
The Credit Union Workplace of the Future (webinar)
The Year Ahead (webinar)
Leveraging Data to Predict the Future (webinar)
The Future of Technology for Credit Unions (webinar)
The Cloud and Cybersecurity Continuum – Where Are You? (webinar)
COVID-19: One Year Later (webinar)
The Value of DEI: New Research and Survey Launch (webinar)
Setting Your Social Impact Strategy (webinar)
Introducing Dr. Mai Nguyen and the Center for Community Social Impact (podcast)
The Future of Work in the Shadow of COVID-19 (webinar)
Empathy and Intimacy in Automated Financial Customer Service (webinar)
2020 Research Recap and 2021 Outlook (webinar)
Breaking Out of the Debt Cycle: Justice-Involved Financial Services (webinar)
Enhance the Financial Well-being of Members and Employees (webinar)
Introducing Dr. Lisa Servon and the Center for Consumer Financial Lives in Transition (podcast)
Navigating New Forms of Economic Fragility (webinar)
Filene Fellow Dr. Huggy Rao and the Center for Performance and Operational Excellence (podcast)
Managing Misinformation (podcast)
Introducing Dr. Quinetta Roberson and the Center for Diversity, Equity, and Inclusion (podcast)
Recap 2019 with Filene’s Research Team (podcast)
Filene Fellow Dr. Sekou Bermiss and the Center for the War for Talent (podcast)
Talking Algorithms and Algorithmic Systems (podcast)
Who Do Credit Unions Belong To? (You Might Be Surprised) (podcast)
Domestic Violence Recovery Loan Program—Research vs. In-Practice (podcast)
The Credit Union of the 21st Century (podcast)
How to “See Sooner” and “Act Faster” When Change Is Relentless (podcast)
Selected Trade Press, Interviews, & Presentations
“Financial Well-Being For All: Step by Step.” With Gigi Hyland. National Credit Union Foundation Financial Health Hub Master Class, 2024.
“Filene's Taylor Nelms Highlights Building the Credit Union Value Proposition.” CU Broadcast, 2024.
“Filene's Vahrenkamp and Nelms Detail Member Voice Segmentation Model for Credit Unions.” CU Broadcast, 2024.
“Episode 244: Filene's Taylor Nelms on Small Credit Unions Are Beautiful.” CU 2.0, 2023.
“Filene Report Reveals What Thriving Smaller Credit Unions Are Doing Differently.” CU Broadcast, 2023.
“Taylor-Made: Filene's Latest Breakthroughs For Credit Union Success,” Banking on Experience, 2023.
“Hybrid Work Is Here to Stay—Here’s How to Make It Work.” With Sekou Bermiss and Doug Leighton. HR Exchange Network, 2023.
“Filene's Taylor Nelms Recaps Highlights and Takeaways from 2023 big.bright.minds.” CU Broadcast, 2023.
“Overdraft Protection Programs.” With Luis Dopico. NCUA Webinar, 2022.
“How Advantis Credit Union Successfully Leveraging Filene's DEI Survey Findings.” CU Broadcast, 2022.
“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.
“Filene Launches Center for Community Social Impact to Measure Effects on Communities CUs Serve.” CU Broadcast, 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.
“Filene’s Taylor Nelms Reports Economic Fallout from Coronavirus Pandemic So Far.” CU Broadcast, 2020.
“Filene's Taylor Nelms Compares COVID Crisis to Last Century's Great Depression and Spanish Flu.” CU Broadcast, 2020.
“What Credit Union Business Processes and Procedures Will Stick in a Post-COVID World.” CU Broadcast, 2020.
“Filene Fellow Shares Research on Community Economic Development and the Credit Union Connection.” CU Broadcast, 2020.
“Filene’s Taylor Nelms Shares Credit Union Strategies for a 21st-Century World.” CU Broadcast, 2019.
“What Is Old – and New – About Credit Union Mergers?” With L. Dopico. Credit Union Times, 2019.
“Filene’s Taylor Nelms Outlines New Centers of Excellence Launching in 2020.” CU Broadcast, 2019.
“Filene’s Taylor Nelms on How Credit Unions Are Perceived in a Politically Polarized Time.” CU Broadcast, 2019.
“No Love Lost: What Credit Unions Can Expect from Cores in the Future.” With S.C. Rea. Credit Union Times, 2019.
“Filene's Taylor Nelms Provides Peek at Upcoming Report on Credit Unions of the 21st Century.” CU Broadcast, 2018.