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Credit Union Tax Exemption

Resources on Credit Union Taxation

This curated collection of resources provides research on credit union taxation case studies from other market across the world, history on what makes credit unions different, and resources for how credit unions can better leverage their tax-exempt status to benefit members and market their differences.

Blog |
Credit Union Tax Exemption

Resources on Credit Union Taxation

This curated collection of resources provides research on credit union taxation case studies from other market across the world, history on what makes credit unions different, and resources for how credit unions can better leverage their tax-exempt status to benefit members and market their differences.

Blog |
Credit Union Tax Exemption

Resources on Credit Union Taxation

This curated collection of resources provides research on credit union taxation case studies from other market across the world, history on what makes credit unions different, and resources for how credit unions can better leverage their tax-exempt status to benefit members and market their differences.

For the Center for Leadership, Strategy & Governance, one of the most pressing areas to dig into was in the realm of credit union governance. Center fellow, Dr. Amy Hillman, fielded a 43-question governance practices survey where credit union leaders answered questions relating to board size and makeup; director selection, education, and assessment; board responsibilities and benefits; board meetings; and CEOs/Presidents.

Report #623 | Members
Board Governance

Credit Union Governance Landscape

Bringing nearly three decades of both academic research and practical experience as a board member, Dr. Hillman has contextualized survey results with governance best practices for credit union leaders to consider as they continue to shape their board to be a strategic asset.

To help credit unions better understand where they are in their social impact journey, Filene has partnered with Callahan & Associates to develop the Social Impact Dashboard—launching Summer 2024!

In a recent Filene survey among credit union professionals, respondents shared three of the biggest threats facing the industry including, "attracting younger members," "losing relevancy," and "competition with big banks and Fintechs." This fear of future growth and sustainability for credit unions is what inspired the focus of Filene's newest research centers.

Filene's premiere summer meeting connects credit union leaders with industry experts and academic-thought leaders and gives them the tools to Spark! ideas into actionable change at their organization.

We've all heard the headlines of soaring housing prices which have outpaced the rise in income, increasing mortgage rates and a shortage of affordable housing options. As mission-driven organizations, credit unions must determine how tackling the housing issue in their communities fits into their current social impact strategies.

Your Filene membership connects you to a community of growing, innovation-minded credit unions dedicated to thinking forward and changing lives.

Blog |

Q2 Quarterly Action Plan

Dive into upcoming research, join conversations on the hottest topics facing credit unions today and learn more about connecting with industry leaders at Filene events. Click to view our full plan below to see what's coming from Filene throughout Q2!

Follow Filene's new step-by-step innovation series to help your organization drive continuous growth.

Report #615 | Members
Innovation Benchmarking and Key Performance Indicators

Innovation Matters: A Short Guide to Different Perspectives on Creating a Culture of Innovation

Our new Innovation Matters video series features four credit union leaders sharing how they became more competitive and enhanced their member service through creating cultures of innovation. We’ve captured their top three lessons learned in our summary guide, making it easier for you to share their key takeaways throughout your credit union.
Report #541 | Members
Innovation

Innovation Matters

To remain competitive and grow market share, credit unions must find solutions through reassessing their business innovation models. This report demonstrates an approach to thinking and rethinking the credit union business model building blocks in order to drive future growth.

Any credit union building a comprehensive AI policy should start by establishing a code of conduct or ethical guidelines pertaining to its use. The potential for AI to deceive or manipulate people is arguably unprecedented and necessitates thoughtful consideration about its deployment strategies.

Report #639 | Members
Artificial Intelligence Strategy and Planning Innovation Benchmarking and Key Performance Indicators

The AI Adoption Journey: A Survey of Credit Union Leaders

*20-Minute Read: Artificial intelligence (AI) is transforming the digital economy, and credit union leaders are navigating pivotal decisions on how to integrate AI into their business models. This report shares insights from a survey of 110 participants across 78 organizations, highlighting early trends, emerging strategies, and the positive potential of AI to empower members, employees, and leadership, while encouraging credit unions to evolve and refine their AI approaches.

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