The project moves beyond traditional asset-based metrics to investigate the intersection of leadership, governance, and talent development. By examining how internal performance strategies influence member outcomes, the Center seeks to provide credit unions with a roadmap for sustainable, values-driven development. Research efforts will focus on identifying the specific capabilities required to maintain relevance in an evolving financial landscape.

Founding support for this initiative comes from Michigan State University Federal Credit Union, Origence, and Redwood Credit Union. Executives from these organizations emphasize that the research will provide actionable tools for attracting and retaining members while balancing financial strength with community impact. Jessica Gamache, Head of Research at Filene, noted that the objective is to prove that institutional growth and member prosperity are mutually reinforcing, rather than competing, interests.