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Our history is rooted in Edward A. Filene’s reliance on solid, innovative research. His spirit lives on as we pursue knowledge that benefits credit unions, their members, and all consumers of financial services.



  • Founded the Cooperative Trust
  • Introduced Applied Research
  • Debt in Focus is acquired by SavvyMoney
  • Filene moves into a warehouse on Main St, buys giant propeller
  • 2012:  Patsy Stewart, hired as Chief Operations Officer


  • Average of 25 research and innovation releases per year
  • Executive Director: Mark Meyer
  • Introduced CU Tomorrow series of reports
  • REAL Solutions is acquired by the National Credit Union Foundation
  • Chief Research Officer: George Hofheimer
  • Research Fellows introduced


  • Average of 12 research releases per year
  • 2000: Innovation Director: Bill Sayles
  • 2003: Innovation Director: Mark Meyer
  • Introduced REAL Solutions research
  • Introduced COOL Solutions research
  • 2003: i3 is founded
  • Center for Credit Union Innovation, LLC, is founded
  • 2004: Director of Field Projects: Lois Kitsch


  • Average of 7 research releases per year
  • Scholar in Residence: Union College Economics Professor Hal Fried
  • Executive Director: Bill Kelly