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


"Harvard Business School Examines Credit Unions" has been added to your shopping cart.Hide this message

Research Publications

  1. Harvard Business School Examines Credit Unions

    Antique_books_web

    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.

    categories » Human Resource Issues, Lending, Marketing, Consumer Behavior and Market Research

Comments

5

    • Jeanne Denton
    • Mar 10, 2009

    Thank you! I am looking forward to a fascinating read.

  1. 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?

  2. You’ll just have to go to Harvard Business School…Ben.

  3. I was afraid of that. Now I’ll never know.

    • bob anyone
    • Mar 7, 2011

    They gave it up and they have succeeded

Post a comment

  • ( optional )
  • What is two plus two?

    For numeric answers, simply type in the number
    (e.g. What is five times five? Answer: 25)

    We're annoyed by questions like this too, but we're even more annoyed by spam (except the yummy canned kind).

  • Logged-in users can attach files to comments and aren't required to answer spam protection questions.

  • Submit

Your Cart

10 Young Adult Innovations: From the 30 Under 30 GroupFree (remove)
A Fresh Approach to Measuring Member Loyalty$75.00 (remove)
A Historical Review of Information Technology, Outsourcing and Survival in the Credit Union Industry, 1992-2005$125.00 (remove)
Alternative Capital for U.S. Credit Unions? A Review and Extension of Evidence Regarding Public Policy Reform$125.00 (remove)
Reaching Generation Debt: New Products and StrategiesFree (remove)
Asset Accumulation and Economic Development in Latino Communities: A National and Border Economy Profile of Latino Families$125.00 (remove)
Attracting Young Adults$125.00 (remove)
Attracting and Retaining Young, High-Potential EmployeesFree (remove)
Back to the Future: Integrating Sustainability into Credit Union Strategy$125.00 (remove)
Blueprints for Innovation$125.00 (remove)
Chrome for Young Adults: Franchise Branching for Membership GrowthFree (remove)
Building a Culture of Credit Union Excellence$125.00 (remove)
Building Trust and Long-Term Relationships with Generation X, Generation Y, and Baby Boomers$125.00 (remove)
Capital Instruments for Credit Unions: Precedents, Issuance and Implementation$125.00 (remove)
The Credit C.A.R.D. Act: Opportunities and Challenges for Credit Unions$75.00 (remove)
A Road Map for Credit Union Collaboration$125.00 (remove)
Community Chartered$125.00 (remove)
The Credit Union Brand: What Is It Good For?$125.00 (remove)
Connecting the Dots on Credit Union Collaboration: A Colloquium at the Wharton School$75.00 (remove)
Consensus Building Strategies for Productive CEO-Board Relationships$125.00 (remove)
An Analysis of the Consumer Financial Protection Act$75.00 (remove)
COOL Solutions: Build Credit with Y$75.00 (remove)
COOL Solutions: First-time Home "Yers"$75.00 (remove)
COOL Solutions: First-Time Used Car "Y'ers"$75.00 (remove)
COOL Solutions for Gen Y: A Guide for Credit Unions$75.00 (remove)
Costs and Consolidations$125.00 (remove)
Credit Card Consolidation LoanFree (remove)
Credit Union Boards and Credit Union Effectiveness$125.00 (remove)
Credit Union Conversions to Banks: Facts, Incentives, Issues and Reforms$125.00 (remove)
Credit Unions and Social Media: Engaging Young AdultsFree (remove)
Credit Card Availability, Interest Rates, and Usage in 2005-2009$75.00 (remove)
CU Harmony Idea BriefFree (remove)
A Comparison of Bank and Credit Union Pricing$125.00 (remove)
Debit or Credit: Either, Both, Neither, or How Much?$125.00 (remove)
Debt in Focus Idea BriefFree (remove)
Design Thinking Through MBA Parnterships$75.00 (remove)
Determinants of Credit Union and Commercial Bank Failures: Similarities and Differences, 1981-2005$125.00 (remove)
Discovery 2008 Savings Revolution $10.00 (remove)
Reimagining the Dream: The Future of Home Ownership$75.00 (remove)
Employee Perceptions of Credit Unions$125.00 (remove)
Employee Voice and (Missed) Opportunities for Learning in Credit Unions$120.00 (remove)
Enhancing Board Satisfaction at Credit Unions$125.00 (remove)
Explaining the Credit Union Branch Entry Decision, and Implications for Performance$75.00 (remove)
Facts, Figures, and Food for Thought $75.00 (remove)
Failures and Insurance Losses of Federally-Insured Credit Unions: 1971-2004$125.00 (remove)
Filene Executive Reports: 10 Research Findings with Strategic Implications for Credit Unions$125.00 (remove)
Financial Services and Product Usage by Latinos in the United StatesFree (remove)
Financial Stress and Workplace Performance: Developing Employer-Credit Union Partnerships$125.00 (remove)
Financially High-Performing Credit Unions$125.00 (remove)
Withstanding a Financial Firestorm: Credit Unions vs. Banks$125.00 (remove)
Keeping People in Their Homes: Policy Recommendations for the Foreclosure CrisisFree (remove)
Fresh Approaches to Bankruptcy and Financial Distress -- Volume I: Why Don't More People Declare Bankruptcy?$125.00 (remove)
Tracking the Relationship Between Credit Union Governance and Performance$125.00 (remove)
Green: Tools and Ideas to Connect Credit Union Members to the Green Movement$75.00 (remove)
Harvard Business School Examines Credit UnionsFree (remove)
Total$4,680.00

Read the full report: