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MBA students at Pepperdine University had long been offered courses working with local banks, but a case study program launched in the first quarter of 2010 introduced the school to the credit union industry.

The idea for the case study originated with an intern who found Xceed Financial Credit Union through an MBA program offered by the Filene Research Institute. Neha Marfatia, who graduated from Pepperdine University in 2008, used her contacts with the school to create a program that would afford the credit union direct contact with the Gen Y market.

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