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.
Five Ways to Encourage Powerful Volunteerism
April 22, 2016
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Volunteers help credit unions understand more clearly the needs and wants of the community. An active Board of Directors aids in membership and business growth.
Revving Up Relationships: Arlington Community Puts Gen Y in the Driver’s Seat
April 22, 2016
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Arlington Community Federal Credit Union (ACFCU), a $188 million credit union with 36 percent of its portfolio in auto loans, created an innovative program to educate Gen Y about the car buying process.
The Metamorphosis of a Credit Union – From SEG Legacy Branches to Online-Only Members
April 21, 2016
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After reconfiguring their branch network and average branch size, Keypoint Credit Union, has seen significant increases in member relationships and a strong member migration to the online channel for transactions.
Leadership Perspective: Growing While Cutting Expenses
April 21, 2016
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MidWest America has been growing at a healthy rate all the while cutting spending, in no small part because employees submit good cost-trimming ideas.
Credit Union Strategy & Performance Interview: More Attention to the Capital Position
April 21, 2016
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The fundamentals remain good, but Meritrust CU is keeping a sharper eye on the financials.
Results and Timeline of BECU’s Member Advantage & Early Saver Programs
April 21, 2016
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While these programs have received a lot of attention in the media, BECU offered new insight into its marketing strategy and its next steps.
Mission Federal Credit Union’s Baby Boomer Mission
April 21, 2016
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By matching goals to components of the retirement cycle, Mission hopes to meet the needs of members as they reach their Golden Years.
Part 3 of 3P’s: Product-Free, Personal, Passion
April 21, 2016
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Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.
Growth by Giving Members What They Value
April 21, 2016
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While many credit unions are finding success in share certificate growth, others are pursuing innovative strategies to achieve results in regular share, money market and share draft accounts.
How will Jim Blaine Create Value in NC in 2007?
April 21, 2016
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Learn about Jim Blaine’s focus on members’ financial needs.
Five Ways to Encourage Powerful Volunteerism
Volunteers help credit unions understand more clearly the needs and wants of the community. An active Board of Directors aids in membership and business growth.
Revving Up Relationships: Arlington Community Puts Gen Y in the Driver’s Seat
Arlington Community Federal Credit Union (ACFCU), a $188 million credit union with 36 percent of its portfolio in auto loans, created an innovative program to ...
The Metamorphosis of a Credit Union – From SEG Legacy Branches to Online-Only Members
After reconfiguring their branch network and average branch size, Keypoint Credit Union, has seen significant increases in member relationships and a strong member migration to ...
Leadership Perspective: Growing While Cutting Expenses
MidWest America has been growing at a healthy rate all the while cutting spending, in no small part because employees submit good cost-trimming ideas.
Credit Union Strategy & Performance Interview: More Attention to the Capital Position
The fundamentals remain good, but Meritrust CU is keeping a sharper eye on the financials.
Results and Timeline of BECU’s Member Advantage & Early Saver Programs
While these programs have received a lot of attention in the media, BECU offered new insight into its marketing strategy and its next steps.
Mission Federal Credit Union’s Baby Boomer Mission
By matching goals to components of the retirement cycle, Mission hopes to meet the needs of members as they reach their Golden Years.
Part 3 of 3P’s: Product-Free, Personal, Passion
Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.
Growth by Giving Members What They Value
While many credit unions are finding success in share certificate growth, others are pursuing innovative strategies to achieve results in regular share, money market and ...
How will Jim Blaine Create Value in NC in 2007?
Learn about Jim Blaine's focus on members' financial needs.
Browse Topics
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.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.