Seal of the Center for Performance and Operational Excellence

Operations

Led by Filene Fellow Huggy Rao, the Center for Performance and Operational Excellence explored 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

Case Studies on the Development of Credit Union Business Services
Operations / Sep 14 2020
Case Studies on the Development of Credit Union Business Services

Credit union commercial capabilities have grown in recent years. This report draws from a series of case studies to document...

The Effects of Scale on the Development of Credit Union Business Services
Operations / Sep 10 2020
The Effects of Scale on the Development of Credit Union Business Services

Credit unions across the United States have experienced rapid growth in assets and commercial lending in recent years. To accommodate...

Art + Science of Organization Research Event Recap
Jul 15 2020
Art + Science of Organization Research Event Recap

Credit unions continue to navigate a remote workforce and the unknown future of the workplace. We brought experts together virtually to let go of what was normal and embrace new approaches.

Credit Union Asset Growth: Long-Term Trends and Projections for the COVID-19 Crisis
Operations / Jul 13 2020
Credit Union Asset Growth: Long-Term Trends and Projections for the COVID-19 Crisis

Analyzing five decades of macroeconomic and credit union data, Filene economist Luis Dopico highlights long-term trends in credit union asset...

Rethinking Fields of Membership
Operations / Jun 30 2020
Rethinking Fields of Membership

Fields of membership have evolved over the years, in part as a response to political, legal, and social changes affecting...

Friction: A Manifesto
Operations / Jun 15 2020
Friction: A Manifesto

Workplace inefficiency, miscommunication and disengagement are often the result of organizational friction, and friction is the result of perverse incentives...

Helping Members in Response to COVID-19: First Steps
Apr 01 2020
Helping Members in Response to COVID-19: First Steps

As a financial cooperative, our desire to help members, especially in time of dire need like we are experiencing now...

Big.Bright.Minds. Event Recap
Feb 14 2020
Big.Bright.Minds. Event Recap

For the last few years, the financial services industry has been through a roller coaster of technological and social change...

Factors Contributing to Failures of Credit Unions and Banks, 1980–2018
Operations / Dec 02 2019
Factors Contributing to Failures of Credit Unions and Banks, 1980–2018

Why do depository institutions fail? Do credit unions and banks fail at the same rate? What if there was a...

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 its membership, and inform its decisions moving forward.

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...