Seal of the Center for Performance and Operational Excellence

Operations

Led by Filene Fellow Huggy Rao, the Center for Performance and Operational Excellence explores operational efficiencies and effectiveness to help scale the credit union model so that more consumers can benefit from cooperative finance.

Operations

Filene Fellow

Huggy Rao
Huggy Rao
Atholl McBean Professor of Organizational Behavior and Human Resources
Stanford University

Operations Research

Are You Prepared? Get Your Credit Union and Members Ready for Recession
Operations / Nov 14 2019
Are You Prepared? Get Your Credit Union and Members Ready for Recession

What Filene's research says about preparing your credit union for the next recession.

Inside Out and Outside In: Research Event Recap
Oct 10 2019
Inside Out and Outside In: Research Event Recap

A research event recap from Filene's Centers for Performance and Operational Excellence + Organizational Entrepreneurship Delivering a great member experience...

Do Credit Union Mergers Create Value for Credit Union Members?
Operations / Apr 09 2019
Do Credit Union Mergers Create Value for Credit Union Members?

Mergers among credit unions continue to happen in large numbers and remain the subject of impassioned debate. But a decrease...

Using Analytics to  Meet Member Needs: A Case Study of Kern Schools FCU
Operations / Apr 02 2019
Using Analytics to Meet Member Needs: A Case Study of Kern Schools FCU

This report presents a case study of a credit union that used market research methodologies to inform its strategy, grow...

Frictionless: Trends and Tradeoffs, Research in Action Recap
Operations / Jul 31 2018
Frictionless: Trends and Tradeoffs, Research in Action Recap

Financial services often use the term friction to explore how member processes can be improved. At Filene's April Research In...

Credit Unions' Acquisitions of Banks and Thrifts
Operations / Jun 05 2018
Credit Unions' Acquisitions of Banks and Thrifts

Recently a large number of credit unions acquiring banks and have found this a timely strategy for increasing economies of...

Knowledge Sharing: Findings from Two Pilots
Operations / Mar 09 2018
Knowledge Sharing: Findings from Two Pilots

Good communication is hard to find. And communicating effectively within an organization is necessary for success, but especially when organizations...

Factors Contributing to Credit Union Asset Growth, 1979-2016
Operations / Feb 02 2018
Factors Contributing to Credit Union Asset Growth, 1979-2016

In what is sure to be a landmark publication for credit unions, 35 years of NCUA data are leveraged to...

Research Council

Kerri Lorch
VP Marketing, Credit Union Solutions
Fiserv
Bob Morgan
President/CEO
NorthCountry FCU
Joan Opp
President/CEO
Stanford FCU
Jason Osterhage
Chief Lending Executive
Alliant Credit Union
Gary Perez
President/CEO
USC Credit Union
Brooke Van Vleet
President/CEO
InRoads Credit Union
Patty Campbell
President/CEO
Christian Financial Credit Union