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Leadership, Strategy & Governance

Curated Research for Credit Union Board Members
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.

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Report #654 | Members
Strategy and Planning Board Governance Culture

Mergers: Why & What?

Mergers are reshaping the credit union landscape—scaled operations, broader product offerings, market expansion, and new technology are just some of the drivers. But even with clear goals, the path is complex and the true value can take years to realize. That’s why our latest research brief, "Mergers: Why and What," explores the most important question credit union leaders must ask before taking action: Why pursue a merger in the first place?

Some of the questions we think about

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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.

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