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Revolutionizing finance through innovation, truth, and cooperation.

Amy Hillman | Professor, W.P. Carey Management and Entrepreneurship at Arizona State University
Filene's cutting-edge research and proven innovations empower you to unlock your credit union's future.
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Q1. What would happen if credit unions lost their tax-exempt status? Learn More

Q3. What are some best practices for board governance strategies? Learn More

Q4. What's on the horizon for Filene's newest research centers? Learn More

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Blog |
Credit Union Tax Exemption

Resources on Credit Union Taxation

This curated collection of resources provides research on credit union taxation case studies from other market across the world, history on what makes credit unions different, and resources for how credit unions can better leverage their tax-exempt status to benefit members and market their differences.

Blog |

Q2 Quarterly Action Plan

Dive into upcoming research, join conversations on the hottest topics facing credit unions today and learn more about connecting with industry leaders at Filene events. Click to view our full plan below to see what's coming from Filene throughout Q2!

Report #623 | Members
Board Governance

Credit Union Governance Landscape

Bringing nearly three decades of both academic research and practical experience as a board member, Dr. Hillman has contextualized survey results with governance best practices for credit union leaders to consider as they continue to shape their board to be a strategic asset.

Topics in Action

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The big ideas, trends and insights helping credit unions adapt strategically and stay relevant with today's consumers.

Latest from Filene

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Report #644 | Members
Attracting and Engaging Younger Members Strategy and Planning

Speed of Change: Credit Union Online Communication Strategies in the Age of Social Media

  • Katie Brown
*10-Minute Read: The strategies shared in this brief include actionable guidance to help credit unions understand the value of prioritizing social media, the best ways to navigate social media trends, and turnkey ways to connect authentically with younger audiences, ultimately leveraging social media as a key tool for growth
Report #643 | Members
Attracting and Engaging Younger Members Innovation Financial Well-being Benchmarking and Key Performance Indicators

Driving Financial Wellness through Gamification: A Pathway for Credit Unions

  • Simon Blanchard
*20-Minute Read: This brief lays out the basic mechanics and psychology behind gamification, giving examples of solutions that have positively influenced financial behaviors. Driving towards increasing financial wellness and member engagement, the brief also discusses potential pathways for credit unions to leverage gamification.
Report #642 |
Strategy and Planning Innovation Financial Well-being

The Ecosystem Advantage: Unlocking Entrepreneurial Potential Through Ecosystem Collaboration

Entrepreneurial ecosystems are naturally interconnected, with each component relying on the others to create an environment that fosters growth and sustainability— making credit unions essential to their overall health. This report serves as an action blueprint for credit unions seeking to take meaningful steps in building their entrepreneurial ecosystems—supporting the growth of small businesses and the communities they serve.

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Events

Research Event |
Artificial Intelligence Innovation

EDGE 2025

Las Vegas, NV

Registration is now open for Trellance's EDGE event, in partnership with CUDX and Filene. This event aims to inspire and ignite innovative thinking by showcasing the latest advancements, cutting-edge trends and emerging technologies, thus enabling attendees to envision and create the future.
Research Event |

big.bright.minds. 2025

Nashville, TN

Filene's biggest annual member event is bringing together the most innovative credit unions with the brightest minds in the industry on December 2–4, 2025. Pre-Registration is now LIVE!