What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
The Driving Decision To Offer Auto Leases
December 21, 2016
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Ohio-based Directions Credit Union has originated $104 million in auto leases since 2012. Here’s how.
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December 20, 2016
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Language is unclear in the law regulating credit unions investing in derivatives. Will NCUA’s new effort to revisit the rule help?
A Strategy To Centralize Lending And Increase Efficiency
December 19, 2016
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University Credit Union in Orono, ME, creates new positions and titles to streamline its lending environment.
Yields Hit Big Levels
December 15, 2016
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There will most certainly be more liquidation to come unless the market narrative changes dramatically.
5 Ways To Better Understand Your Auto Portfolio
December 12, 2016
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Use these metrics to better understand what third quarter auto data means to a credit union’s loan portfolio.
Bond Traders Bet On The Wrong Pony
December 8, 2016
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News from the European Central Bank is not what traders needed or wanted.
It Was Only A Dream
December 1, 2016
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November might have been a nightmare, but today’s Treasury rates aren’t far off 2015.
The Normalization Of Rates In 2017
December 1, 2016
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What would “normal” rates look like in the coming year, and what events might prevent rates from getting there?
Industry Performance By The Numbers (3Q 2016)
December 1, 2016
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Twenty-eight graphs, charts, and maps that evaluate credit union performance in the third quarter of 2016.
A Wake-Up Call In 2017?
December 1, 2016
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The year of the monkey is in the books. Say hello to the year of the rooster.
The Driving Decision To Offer Auto Leases
Ohio-based Directions Credit Union has originated $104 million in auto leases since 2012. Here’s how.
A Strategy To Centralize Lending And Increase Efficiency
University Credit Union in Orono, ME, creates new positions and titles to streamline its lending environment.
5 Ways To Better Understand Your Auto Portfolio
Use these metrics to better understand what third quarter auto data means to a credit union’s loan portfolio.
Bond Traders Bet On The Wrong Pony
News from the European Central Bank is not what traders needed or wanted.
It Was Only A Dream
November might have been a nightmare, but today’s Treasury rates aren’t far off 2015.
The Normalization Of Rates In 2017
What would “normal” rates look like in the coming year, and what events might prevent rates from getting there?
Industry Performance By The Numbers (3Q 2016)
Twenty-eight graphs, charts, and maps that evaluate credit union performance in the third quarter of 2016.
A Wake-Up Call In 2017?
The year of the monkey is in the books. Say hello to the year of the rooster.
Browse Topics
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Yields Hit Big Levels