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.
2Q 2016 Drivers Of The Efficiency Ratio
August 11, 2016
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Like your golf score, your credit union’s efficiency ratio should be low.
A High-Yield Loyalty Program Builds Relationships And Deposits
August 8, 2016
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Rogue Credit Union beats the market and its peer averages with an ownership savings account.
How Firefighters First Credit Union Plans To Hit $1 Million In Net Income
August 8, 2016
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The Los Angeles-based credit union sees a bright future for its “non-punitive” insurance option.
How To Make A Buck
August 8, 2016
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Sure, credit unions are not-for-profit financial institutions, but that doesn’t mean they can exist without steady sources of income. See how credit unions are making money and deepening relationships this week on CreditUnions.com.
Lessons From A YouTube Series
August 1, 2016
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Arizona FCU puts a financial twist on “The Biggest Loser” with its “My Comeback” web series.
Breakdown Your Goals
July 25, 2016
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University of Iowa Community Credit Union discusses how securing stellar sales performance starts with developing proper benchmarks and individual accountability
How To Make Generational Wealth Transfer A Successful Part Of Your Investment Business
July 18, 2016
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Establishing relationships across generations helps ensure future success for heirs and business for advisors.
One National Credit Union Voice Makes 17 Million Local Differences
July 12, 2016
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“The diversity among credit unions often makes it difficult for us to speak with one voice,” contends Jim Blaine. Learn about Blaine’s – and 130 other credit unions’ – quest to showcase the Credit Union Difference nationally.
Salary Disclosures Are the Tip of the Spear
July 12, 2016
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Take a look at different credit union approaches to executive compensation disclosures. The ultimate goal of disclosure is to sustain members’ trust with the credit union.
Serve & Advocate: 2 Steps to Achieve Local and National Impact
July 12, 2016
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A recent study showed that high impact organizations cannot achieve large-scale social change through service delivery alone. Here’s one way to raise your advocacy voice as well.
2Q 2016 Drivers Of The Efficiency Ratio
Like your golf score, your credit union’s efficiency ratio should be low.
A High-Yield Loyalty Program Builds Relationships And Deposits
Rogue Credit Union beats the market and its peer averages with an ownership savings account.
How Firefighters First Credit Union Plans To Hit $1 Million In Net Income
The Los Angeles-based credit union sees a bright future for its “non-punitive” insurance option.
How To Make A Buck
Sure, credit unions are not-for-profit financial institutions, but that doesn't mean they can exist without steady sources of income. See how credit unions are making ...
Lessons From A YouTube Series
Arizona FCU puts a financial twist on “The Biggest Loser” with its “My Comeback” web series.
Breakdown Your Goals
University of Iowa Community Credit Union discusses how securing stellar sales performance starts with developing proper benchmarks and individual accountability
How To Make Generational Wealth Transfer A Successful Part Of Your Investment Business
Establishing relationships across generations helps ensure future success for heirs and business for advisors.
One National Credit Union Voice Makes 17 Million Local Differences
“The diversity among credit unions often makes it difficult for us to speak with one voice,” contends Jim Blaine. Learn about Blaine’s – and 130 ...
Salary Disclosures Are the Tip of the Spear
Take a look at different credit union approaches to executive compensation disclosures. The ultimate goal of disclosure is to sustain members’ trust with the credit ...
Serve & Advocate: 2 Steps to Achieve Local and National Impact
A recent study showed that high impact organizations cannot achieve large-scale social change through service delivery alone. Here’s one way to raise your advocacy voice ...
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.