Strategy and Planning

Strategy and planning are crucial for credit unions to remain competitive and resilient in a rapidly evolving financial landscape. A proactive approach helps them anticipate changes, identify growth opportunities, and align operations with long-term goals to better serve members and adapt to challenges.

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Why it matters

Strategy and planning are essential for credit unions to thrive in today’s rapidly changing financial landscape. By developing a clear, forward-looking strategy, credit unions can align their resources, operations, and member services with long-term goals, ensuring they stay competitive and resilient. Strategic planning enables credit unions to anticipate market trends, regulatory changes, and shifting member needs, while also identifying opportunities for growth and innovation. This proactive approach not only strengthens the credit union's ability to serve its members effectively but also fosters organizational agility in responding to challenges and disruptions. Filene has the resources and solutions to help your credit union to strategically plan for the future.

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Research in this topic

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Report #644 | Mar 27, 2025 | 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 #642 | Feb 20, 2025
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.
Report #639 | Jan 30, 2025 | Members
Artificial Intelligence Strategy and Planning Innovation Benchmarking and Key Performance Indicators

The AI Adoption Journey: A Survey of Credit Union Leaders
- Lamont Black
- Jessica Gamache
- Addison Davis
*20-Minute Read: Artificial intelligence (AI) is transforming the digital economy, and credit union leaders are navigating pivotal decisions on how to integrate AI into their business models. This report shares insights from a survey of 110 participants across 78 organizations, highlighting early trends, emerging strategies, and the positive potential of AI to empower members, employees, and leadership, while encouraging credit unions to evolve and refine their AI approaches.
Report #628 | Oct 17, 2024 | Members
Board Governance Culture Strategy and Planning

Lessons on Governance from Credit Union CEOs
- Amy Hillman
*10 Minute Read: 13 credit union CEOs share valuable lessons learned from experiences with their boards.

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Webinar | Apr 24, 2025
Strategy and Planning

Turning Insights into Action: A Blueprint for Credit Unions to Support Entrepreneurs
- McKaye Black
It's been over a year since we launched Filene's Entrepreneurial Ecosystems Incubator (EE) and as the program concludes, our focus shifts towards applying what we've learned for future initiatives. Join us for a special webinar revealing key insights from Filene’s EE Incubator, where we will explore innovative ways credit unions can support small business growth and local economic development.
Blog | Feb 26, 2025
Strategy and Planning Culture

Thinking Forward: Credit Union Strategy Execution: How Can Credit Union Leaders Deliver on the Promise of Strategy?
Credit unions today face an environment marked by relentless change, information overload, and the need for accelerated decision-making. Identifying the right strategy and having the capability to put that strategy into practice are equally important for success.
Blog | Feb 10, 2025
Artificial Intelligence Strategy and Planning Innovation Diversity, Equity and Inclusion Board Governance Benchmarking and Key Performance Indicators

Webinar: Highlights From big.bright.minds. 2024—Most Popular Sessions!
- Holly Fearing
- Jenny Armistead
Review webinar materials from "Highlights From big.bright.minds. 2024–Most Popular Sessions," hosted February 6th, 2025.
Blog | Jan 17, 2025
Strategy and Planning Innovation

Webinar: Roadmap to Excellence—Understanding Your Membership Options at Filene
- Joel Hartzler
- Josh Koepp
Review webinar materials from Roadmap to Excellence: Understanding Membership Options at Filene hosted January 15th, 2025.

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Strategy and Planning

Why it matters

Research in this topic

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

The Ecosystem Advantage: Unlocking Entrepreneurial Potential Through Ecosystem Collaboration

The AI Adoption Journey: A Survey of Credit Union Leaders

Lessons on Governance from Credit Union CEOs

More opportunities

Turning Insights into Action: A Blueprint for Credit Unions to Support Entrepreneurs

Thinking Forward: Credit Union Strategy Execution: How Can Credit Union Leaders Deliver on the Promise of Strategy?

Webinar: Highlights From big.bright.minds. 2024—Most Popular Sessions!

Webinar: Roadmap to Excellence—Understanding Your Membership Options at Filene

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