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.
Navy’s Year-End Results
April 28, 2016
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Navy Federal Credit Union posted solid share growth and strong loan growth during 2005. Read about other key 2005 results for the world’s largest credit union.
Eagle FCU’s Triple Win: Growth, Community, Strong SEG Relationship
April 28, 2016
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One Louisiana credit union turned challenges into opportunities and reports member growth over four times the industry average and loan growth over fifteen percent.
Establishing A Mortgage Rebate Program
April 28, 2016
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As credit unions seek to develop a mortgage rebate program to encourage realtor loyalty and participation, they are confronted with many options. BECU and Bethpage FCU have taken two different routes, but have both achieved success.
Interview with Corporate America Family CU: SEG Development Success
April 28, 2016
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Learn how one credit union achieved a record year in sponsor company growth.
Attracting SEGs and Serving Members with Alternative Payday Loans
April 28, 2016
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Carolina Trust FCU demonstrates the opportunity credit unions have to offer attractive payday loan alternatives.
Housing Bubble Affecting National Savings Rate
April 28, 2016
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Americans are now collectively a nation of spenders, not savers. Learn how First Entertainment Credit Union has bucked this trend and grown shares.
ILWU CU Boasts Increased Loan, Share and Asset Growth
April 28, 2016
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According to third quarter 2005 data, ILWU Credit Union has increased its loan portfolio, share accounts and assets tremendously.
Productivity Measures Vary Among Billion Plus
April 28, 2016
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The net spread per employee ratio is a productivity measure that portrays a wide array of business models among credit unions over $1 billion in assets.
Getting the Most from Staff Without Incentives
April 28, 2016
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Motivating staff can be a challenge. With a focused program on hiring, training and coaching, Partners FCU is encouraging employees with minimal monetary incentives.
Three Ingredients for a Successful Vehicle Remarketing Program
April 28, 2016
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Travis Credit Union shares three practices for structuring a remarketing program.
Navy’s Year-End Results
Navy Federal Credit Union posted solid share growth and strong loan growth during 2005. Read about other key 2005 results for the world’s largest credit ...
Eagle FCU’s Triple Win: Growth, Community, Strong SEG Relationship
One Louisiana credit union turned challenges into opportunities and reports member growth over four times the industry average and loan growth over fifteen percent.
Establishing A Mortgage Rebate Program
As credit unions seek to develop a mortgage rebate program to encourage realtor loyalty and participation, they are confronted with many options. BECU and Bethpage ...
Interview with Corporate America Family CU: SEG Development Success
Learn how one credit union achieved a record year in sponsor company growth.
Attracting SEGs and Serving Members with Alternative Payday Loans
Carolina Trust FCU demonstrates the opportunity credit unions have to offer attractive payday loan alternatives.
Housing Bubble Affecting National Savings Rate
Americans are now collectively a nation of spenders, not savers. Learn how First Entertainment Credit Union has bucked this trend and grown shares.
ILWU CU Boasts Increased Loan, Share and Asset Growth
According to third quarter 2005 data, ILWU Credit Union has increased its loan portfolio, share accounts and assets tremendously.
Productivity Measures Vary Among Billion Plus
The net spread per employee ratio is a productivity measure that portrays a wide array of business models among credit unions over $1 billion in ...
Getting the Most from Staff Without Incentives
Motivating staff can be a challenge. With a focused program on hiring, training and coaching, Partners FCU is encouraging employees with minimal monetary incentives.
Three Ingredients for a Successful Vehicle Remarketing Program
Travis Credit Union shares three practices for structuring a remarketing program.
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.