Recently I searched the Harvard Business School case study library for a credit union-specific case. To my amazement no such case existed. How could it be that a system which captures upwards of 10% of the consumer finance market is not the subject of an HBS case?
To remedy this situation, I asked Filene Research Fellow and HBS Professor Peter Tufano if he’d be interested in writing a case study about credit unions. In response, he said, “it depends on whether you can find a compelling case to write about”. In the summer of 2007, we sent out a message to our Research Council and asked CEO’s to propose a unique case study to Professor Tufano. After eight proposals from credit unions across the United States, Tufano decided to pursue a case study about Affinity Plus Federal Credit Union in Minnesota.
Thanks to the financial generosity of the Credit Union Executives Society (CUES), we are able to offer a limited number of complimentary downloads of the Affinity case study for your personal use. Special thanks also goes to Affinity Plus FCU for offering their compelling story to the world. This case is being taught at the CUES’ Advanced Leadership Institute at Harvard Business School which is held each summer in Cambridge, MA.
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Thank you! I am looking forward to a fascinating read.
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I know this is supposed to be a learning case study, but I got to the end and wanted to know what Markland and Co. did …
My bleeding heart wants to hear that they gave up indirect and have forced themselves to stay profitable with only core membership focus and growth.
So what happened?
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You’ll just have to go to Harvard Business School…Ben.
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I was afraid of that. Now I’ll never know.
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