Board members play a critical role in the success of their credit union, helping to drive the strategy and vision of the organization. The goal of this space is to curate Filene’s body of work to pull forward relevant and timely insights specifically for board members. The curated pieces fall into two categories – 1. research on governance best practices to help board members understand how they can be a stronger strategic asset to the credit union and 2. research on important and evolving topics, like digital strategy and the needs of younger generations.
Curated Research for Credit Union Board Members
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Blog |Meeting the Moment: Well-Being, Payments, and Storytelling at the 2026 Inner Circle Symposium
The credit union industry is at an inflection point, and the conversations at the 2026 Inner Circle Symposium made that impossible to ignore. Eighty executives gathered to wrestle with three areas defining what comes next: member well-being, payments innovation, and storytelling. Here's what they found. -
Report #664 |2025 FiLab Results: Debbie
One of the six solutions selected for the 2025 FiLab testing phase focused on engaging the next generation of credit union members. To address this growing challenge, FiLab partnered with Debbie to test whether its rewards-based platform could help credit unions attract Gen Z and millennial members, deepen deposit activity, and build lasting financial habits through gamification and cash incentives. -
Blog |Data-Driven Finance: From Core Systems to Intelligent Agents
Credit unions have no shortage of data—but turning it into timely, meaningful action remains a challenge. This blog outlines how to build the right foundations so data can move, connect, and power better decisions and processes. By advancing toward data-driven finance, credit unions can operate with greater speed, deepen member understanding, and respond more effectively in real time. -
Blog |What Fintech Partnerships Really Look Like: 3 Lessons from the Field
Credit union executives are fielding more fintech pitches than ever, but knowing which solution is right for your specific goals, infrastructure, and members is a question most institutions don't have the bandwidth to answer on their own. After years of hands-on testing alongside credit unions and fintech partners, FiLab has identified three considerations that consistently separate successful implementations from the ones that stall.
