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.
If Credit Unions Were Called to Capitol Hill
July 12, 2016
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Last week, CEOs of some of the nation’s largest banks were summoned by Congress to defend their management of bailout funds. What would it look like if they called on credit unions?
About Ed Callahan…
July 12, 2016
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In the final analysis you can say many things about a man’s life… some men are admired, some are respected, some are envied, some are feared… and countless other adjectives and accolades. But, in the final analysis, the most important thing you can say about a great man is… he will be missed.
Stats And Real People Tell The Digital Tale
July 11, 2016
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Mobile banking adoption lag? SWBC panelists describe their yen for mobile integration combined with financial education.
A 3-Year Strategy To Turn Around Negative Growth
July 11, 2016
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Capitol Credit Union revamped policies, processes, and procedures to counter negative loan and member growth and once again achieve stable financial footing.
5 Graphs That Show How Technology Offers A Competitive Advantage
July 4, 2016
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Credit unions with strong technology offerings outperform their peers in growth, penetration, and average relationships.
A Move In Rates Has Hijacked My Budget. Now What?
July 4, 2016
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How three possible rate paths could throw a curveball during the 2017 budgeting process.
Align With Members, Not Markets
July 4, 2016
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Credit unions’ overarching focus on creating and delivering value to members provides a solid foundation for steady performance while markets whipsaw in the face of uncertainties.
In The Year 2025
June 30, 2016
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Future shock, building a credit union blockchain, and a sustainable initiative to create credit union awareness were all topics at America’s Credit Union Conference.
Is That All There Is?
June 30, 2016
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The knee-jerk reaction to the Brexit vote is over, but the extent of the fallout is still unknown.
Brexit Bombshell
June 24, 2016
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Against the predictions of traders, the UK voted yesterday to leave the European Union.
If Credit Unions Were Called to Capitol Hill
Last week, CEOs of some of the nation’s largest banks were summoned by Congress to defend their management of bailout funds. What would it look ...
About Ed Callahan…
In the final analysis you can say many things about a man's life… some men are admired, some are respected, some are envied, some are ...
Stats And Real People Tell The Digital Tale
Mobile banking adoption lag? SWBC panelists describe their yen for mobile integration combined with financial education.
A 3-Year Strategy To Turn Around Negative Growth
Capitol Credit Union revamped policies, processes, and procedures to counter negative loan and member growth and once again achieve stable financial footing.
5 Graphs That Show How Technology Offers A Competitive Advantage
Credit unions with strong technology offerings outperform their peers in growth, penetration, and average relationships.
Align With Members, Not Markets
Credit unions’ overarching focus on creating and delivering value to members provides a solid foundation for steady performance while markets whipsaw in the face of ...
In The Year 2025
Future shock, building a credit union blockchain, and a sustainable initiative to create credit union awareness were all topics at America’s Credit Union Conference.
Is That All There Is?
The knee-jerk reaction to the Brexit vote is over, but the extent of the fallout is still unknown.
Brexit Bombshell
Against the predictions of traders, the UK voted yesterday to leave the European Union.
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.
A Move In Rates Has Hijacked My Budget. Now What?