1. Filene
2. Research
   • Publications
   • Projects in Progress
   • Filene Risk Watch Reports
   • PhD Funding
   • Research Partnership: Canadian Central
3. Innovation Programs
   • About i³
   • i³ Ideas
   • Innovation Publications
   • Opportunities
4. Advisory Services
   • Attract Gen Y
   • Matt Davis
   • Connecting with Consumers
   • Online Experience Review
   • Financial Education and Member Acquisition
5. Membership
   • Join
   • Benefits of Membership
   • Supporters
   • Membership Categories
   • Filene Legacy Gifts
   • Add Electronic Delivery
6. About Us
   • Staff
   • Board
   • Research Fellows
   • Research Council
   • i³
   • Media Resources
   • Presentations
   • Advisory Committee
   • Talent.Core.Ideas
   • Filene Events
7. Blog
   • Innovation Blog
   • CU Tomorrow
   • Research Blog

Performance Measures

1. Attributes and Skills of Highly Effective Credit Union Managers

   • Michael Neill, President, Michael Neill & Associates
   • Apr 2, 2012 2 Comments
   • 
   

   “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.

   More ...

   categories » Management, Performance Measures, Strategy

2. 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
   • 
   

   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.

   More ...

   categories » Performance Measures, Saving/Thrift, Strategy

3. 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
   • 
   

   “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.

   More ...

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