Through independent research and innovation, the Filene Research Institute explores issues vital to the future of credit unions and consumer finance.

Benjamin Rogers's Posts

  1. Fellows Roundtable 2012

    Brookings

    Where:

    The Brookings Institution

    1775 Massachusetts Ave, NW

    Washington, DC

    Somers Room – 1st Floor

    When: Monday, May 21, 2012 | 12:00 PM – 5:00 PM EST Agenda

    What: Our renewed emphasis is to get great ideas all the way from the Filene Research Fellows into the credit union marketplace for our members. The fellows will each lead this small working group in ~30 minutes of conversation about their own research or ideas that further the conversation around credit unions. We give the highest weight to challenging ideas, so ideas may range among regulation to business practices, to consumer behavior, and more. Attendance is limited to the fellows themselves, key Filene partners, and Filene staff.

    Preparation: As guests representing the credit union system, we welcome your feedback and full participation at the roundtable. The ideas are made better by discussing their practical implications, so please come with an open mind. Be prepared to discuss the fellows’ research and plan for the topics that would be most useful to the credit union system.

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  2. Commercial Lending During the Crisis: Credit Unions Vs. Banks

    • David M. Smith, PhD, Associate Professor of Economics and Associate Dean of Academic Affairs Graziadio School of Business and Management, Pepperdine University
    • May 7, 2012 No Comments
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    At a time when the economy needs kindling from any corner, credit unions’ stable commercial lending history shows they may be a helpful source.

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    categories » Lending, Strategy

  3. Balancing Member Service with Organizational Efficiency

    • Joseph Prunty, CEO, CorePROFIT Solutions
    • May 9, 2012 No Comments
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    Prunty_2_cover-_web

    The credit union business model may not be as simple as others. But the profitability principle is the same: Cut your own costs, or gently charge more.

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    categories » Consumer/Member Data, Life Cycle and Evolution of Credit Unions, Strategy

  4. Research Pilot: Wallet Allocation Rule

    Legowallets

    What factors influence the share of member deposits allocated with credit unions versus other financial institutions also used by credit union members? What member-level metrics should credit unions monitor to gauge their performance against competitors that will link strongly to members’ share of deposit allocations?

    Join Filene in piloting the Wallet Allocation Rule to find out.

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  5. Research Colloquium: From Financial Literacy to Financial Capability

    Stairs

    What is the difference between financial literacy and financial capability, and why should credit unions care? Where is financial capability lacking and what are the consequences of low financial literacy? What approaches and methods can better suppport credit unions’ efforts to promote financial literacy and capability? Which groups are the best targets for credit unions’s efforts?

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    categories » Filene News, Saving/Thrift

  6. Attributes and Skills of Highly Effective Credit Union Managers

    • Michael Neill, President, Michael Neill & Associates
    • Apr 2, 2012 2 Comments
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    Neill_cover_photo-_web

    “At the end of the day, you bet on people, not strategies.” That, according to Larry Bossidy, the longtime CEO of Allied Signal (later Honeywell), is what drives a company and creates a culture.

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    categories » Management, Performance Measures, Strategy

  7. CIBP LINK Program: Lessons in Leadership and Cooperative Strength

    Cibp_link

    Stepping off the train in Montabaur, a small German town about 70 km from Frankfurt, very early one morning last June to attend the first module of a training program for cooperative bank leaders from around the world, I had some difficulty explaining to the taxi driver where I was going until I spied a castle in the distance and simply pointed to it. The driver instantly understood my destination, as the castle is well known as a hotel and state of the art training center serving banking clients.

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  8. Investor Education for Credit Union Employees: Survey Results for Wisconsin

    • J. Michael Collins, PhD; Assistant Professor; Director, Center for Financial Security; University of Wisconsin–Madison
    • Mar 23, 2012 1 Comment
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    Cover-_web

    Ever since “promoting thrift” was codified as a core value in the Federal Credit Union Act of 1934, credit unions have been interested in ways to help members manage their money well. That task can extend from offering good and basic financial products all the way to offering complex financial advice and in-depth financial education.

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    categories » Performance Measures, Saving/Thrift, Strategy

  9. Credit Union Digital Branding Colloquium

    • Ben Rogers, Research Director, Filene Research Institute
    • Apr 4, 2012 4 Comments
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    Digital_branding_cover-_web

    Digital branding and social strategies are becoming the necessary norm for all businesses, including credit unions. But there is a danger that managers, while acknowledging this new norm, can get in trouble by not approaching it strategically.

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  10. Thank you for choosing to speak with Filene

    Megaphone_web

    Please take the time to fill out this short form to assist us in securing your hotel arrangements, understanding your presentation needs, and processing your reimbursement payments.

    Please contact us if you have any questions during this process.

    Thank you

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