Session Description

What does it really mean to serve your members — all of them? On the MAXX 2025 mainstage, acclaimed author, researcher, and financial justice advocate Lisa Servon will invite credit union leaders to rethink how we define service in today’s rapidly shifting economic landscape.

As the author of The Unbanking of America and the leader of Filene’s Center of Excellence for Consumer Financial Lives in Transition, Lisa brings decades of research into the lived experiences of underbanked and financially vulnerable individuals. Her keynote will spotlight the real-world barriers people face — and the transformational role credit unions can play in building a more inclusive and responsive financial system.

Get ready to be challenged, inspired, and reenergized as Lisa shares practical insights and a compelling vision for credit unions ready to break the mold and lead the future of financial well-being.


Key Takeaways

  • Gain insight into why traditional financial models aren’t working for millions of Americans
  • See how credit unions can lead with trust, innovation, and empathy
  • Discover what it takes to close service gaps and expand access in meaningful ways


Audience/Content Track

  • Board of Directors
  • CEOs
  • Department Heads
  • Emerging Leaders
  • Executives
  • Economics
  • Finance
  • Functional Leaders
  • Innovation
  • Leadership
  • Member Experience
  • Strategy
  • Technology
  • Young Professionals

Event Date / Time

October 15th from 9:30 am — 10:45 am

Location

OR Convention Center
Oregon Ballroom

Speakers

Lisa Servon
Presidential Professor of the City & Regional Planning Department

Sponsors