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.
RIP: Brick-and-Mortar Branches? Not at All
April 26, 2016
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The branch is still the face of a credit union. Many credit unions are rethinking and expanding their design strategies to meet member needs.
VoIP: A Tale of Two Credit Unions
April 26, 2016
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Ball State FCU ($73M) and Educational Employees CU ($1.2B) are both using Voice over Internet Protocol (VoIP) to enhance communication services and reduce expenses.
Affinity Federal’s Steady Hand Yields Dynamic Results
April 26, 2016
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Sticking to its roots kept this New Jersey credit union standing firm in uncertain times.
Stories from the Trenches: Patelco, GTE Post Positive 2010 First Quarter Results
April 26, 2016
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Patelco and GTE manage expenses and asset quality to earn their way back.
North Island is Back in Black
April 26, 2016
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First quarter results from North Island Financial Credit Union show a credit union on a journey back to health.
Image-based solution benefits employees and members
April 26, 2016
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In 2008, Saint Francis Federal Credit Union moved away from paper processing and transitioned to image-based item processing.
Virtuous Cycle: A Retention Model for Successful Growth
April 26, 2016
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Three mutually reinforcing relationships at the core of the virtuous cycle promote credit union growth, even during times of economic fluctuation.
CEO Insights: How Our Low-Rate Loan Sale of Last Year has Worked Out
April 26, 2016
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A look back at Community First FCU’s loan sale shows that the sale was successful in creating profitable loans and loyal new members.
A Cash Cow 7 Years In The Making
April 26, 2016
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A review of NCUSIF audits show a rebuff of reality that marks seven years of building budgets while thwarting the fund’s intent to sustain and nurture.
OSU FCU Develops Its Brand and Member Relationships
April 22, 2016
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Learn how OSU FCU’s brand helps contribute to member growth reaching over 6%.
RIP: Brick-and-Mortar Branches? Not at All
The branch is still the face of a credit union. Many credit unions are rethinking and expanding their design strategies to meet member needs.
VoIP: A Tale of Two Credit Unions
Ball State FCU ($73M) and Educational Employees CU ($1.2B) are both using Voice over Internet Protocol (VoIP) to enhance communication services and reduce expenses.
Affinity Federal’s Steady Hand Yields Dynamic Results
Sticking to its roots kept this New Jersey credit union standing firm in uncertain times.
Stories from the Trenches: Patelco, GTE Post Positive 2010 First Quarter Results
Patelco and GTE manage expenses and asset quality to earn their way back.
North Island is Back in Black
First quarter results from North Island Financial Credit Union show a credit union on a journey back to health.
Image-based solution benefits employees and members
In 2008, Saint Francis Federal Credit Union moved away from paper processing and transitioned to image-based item processing.
Virtuous Cycle: A Retention Model for Successful Growth
Three mutually reinforcing relationships at the core of the virtuous cycle promote credit union growth, even during times of economic fluctuation.
CEO Insights: How Our Low-Rate Loan Sale of Last Year has Worked Out
A look back at Community First FCU's loan sale shows that the sale was successful in creating profitable loans and loyal new members.
OSU FCU Develops Its Brand and Member Relationships
Learn how OSU FCU's brand helps contribute to member growth reaching over 6%.
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 Cash Cow 7 Years In The Making