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Colloquium

1. Future of the Branch Colloquium

   • Dennis Campbell, Harvard Business School, Filene Research Fellow; Stephanie Sadowski, Senior Executive, Accenture; Rob Rubin, CEO, Facilitas and Filene Researcher; Scott Hodgins, Senior Director, Cornerstone Advisors; Tory McVay, OnPoint Community CU; Wil
   • Apr 16, 2012 No Comments
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   categories » Colloquium, Life Cycle and Evolution of Credit Unions, Strategy

2. Credit Union Sustainability: Costs, Consolidation, and Differentiation

   • James Wilcox, Lowrey Professor of Financial Institutions, Haas School of Business University of California, Berkeley; John Lass, Senior Vice President, CUNA Mutual Group; Rashi Glazer, Professor, Haas School of Business University of California, Berkeley
   • Oct 24, 2011 1 Comment
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   “We only know two things about the future: (1) It cannot be known. (2) It will be different from what exists now and from what we expect,” said management sage Peter Drucker. What is obvious, even without a crystal ball, is that credit unions need to be lean and disciplined so that they are ready to face the certain uncertainties. We need to be sustainable.

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   categories » Colloquium, Market Structure and Field of Membership, Mergers, Performance Measures

3. Credit Union Financial Sustainability: A Colloquium at Harvard University

   • Peter Tufano, PhD, Harvard University; John Lass, CUNA Mutual Group; Frances Frei, PhD, Harvard University; Dorian Stone, McKinsey & Co.
   • May 2, 2011 2 Comments
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   This report documents the presentations and discussions of the Credit Union Financial Sustainability Colloquium at Harvard University, which combined insights from academia and business to make a stark assessment of how sustainable the credit union business model appears. With the exception of some individual credit unions, the trends are sobering. But the problems are understandable and, therefore, manageable.

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   categories » Capital, Colloquium, Life Cycle and Evolution of Credit Unions, Strategy