Strategy & Planning Operations & Finance
STRATEGY & PLANNING
SAS Strategic Success Playbook
MCUL’s initiative for credit unions under $400M—a practical framework for strategy, financial sustainability, operations and governance to stay strong and independent.
Changing to a Community Charter
A strategic discussion guide for credit unions exploring a community charter.
Building a Thriving Credit Union
Explore Filene Research Institute research on how successful small credit unions use a “puzzle-solving” approach to align strategy, member needs, organizational identity and resources.
Credit Union Collaboration & Shared Services
Explore Filene Research Institute research on how small credit unions are leveraging collaboration, shared services and collective expertise to strengthen operations, expand capabilities and remain competitive in a digital economy.
DIFS Forms for Conversaions, Mergers & FOM
Michigan DIFS Office of Credit Unions forms for charter conversions, mergers and field-of-membership expansions.
Small Credit Union Resource Center
Resources from America’s Credit Unions to help small credit unions access advocacy updates, compliance guidance, operational tools, training opportunities and peer insights that support growth, member service and long-term success.
OPERATIONS & FINANCIAL MANAGEMENT
Capital Analysis by Hand
Worksheet to calculate your credit union’s capital position step by step.
Two Minute Profitability
A quick worksheet to gauge your credit union’s profitability at a glance.
