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.
Brand Awareness Boosted Through Public Relations
April 19, 2016
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Credit unions have often been bashful about publicizing their many good works, but that is changing. Find out how credit union executives are increasingly using public relations to increase public awareness of their efforts.
Maine Credit Unions Cooperatively Advertise “There’s One for You” in 2005
April 19, 2016
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Learn how Maine credit unions are using cooperative advertising to gain new members and increase services per household of existing members.
The Votes Are In: Lake Michigan Credit Union Remains a Credit Union
April 19, 2016
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The $1.1 billion Lake Michigan Credit Union (LMCU) in Grand Rapids, MI, will remain a credit union after less than two-thirds of voting members cast ballots in favor of a conversion to a mutual savings institution.
Unique Visions Produce Extraordinary Results
April 19, 2016
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Chip Filson examines credit unions that are performing phenomenally well in an environment that has many financial institutions struggling. The common factor in all of these cases is a unique vision which drives strategy.
Air Academy FCU: Commitment to Excellence Leads to First Mortgage Success
April 19, 2016
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During a time of credit union mortgage success, Air Academy has increased mortgage production as well as member service.
As Consumers Rebel, Credit Unions Can Benefit
April 19, 2016
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Negative headlines about financial institutions are commonplace in our current national climate, but one issue in particular has risen above the din in the last few months.
Building Technology into Our Industry’s Future
April 19, 2016
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A CUSO between Level 9, a private company, and New England Federal Credit Union ($679M in Williston, VT) specializing in credit union website development, has worked with over 75 credit unions, providing them with website solutions and brand integration strategies.
Managing Well in Tough Times: Interview with Tom Baldwin, EVP & CFO of Space Coast CU
April 19, 2016
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A good capital postition helps; so does taking advantage of opportunities.
There’s Nothing Punitive About A Bottom Line Built On Value And Service
April 19, 2016
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Credit unions must continue to build diversified income streams that strike a balance between profit and purpose.
Clear Connections Emerge Between CUSO Activity And Diversified Earnings
April 18, 2016
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Here’s how CUSOs and sales to secondary markets affect non-interest income.
Brand Awareness Boosted Through Public Relations
Credit unions have often been bashful about publicizing their many good works, but that is changing. Find out how credit union executives are increasingly using ...
Maine Credit Unions Cooperatively Advertise “There’s One for You” in 2005
Learn how Maine credit unions are using cooperative advertising to gain new members and increase services per household of existing members.
The Votes Are In: Lake Michigan Credit Union Remains a Credit Union
The $1.1 billion Lake Michigan Credit Union (LMCU) in Grand Rapids, MI, will remain a credit union after less than two-thirds of voting members cast ...
Unique Visions Produce Extraordinary Results
Chip Filson examines credit unions that are performing phenomenally well in an environment that has many financial institutions struggling. The common factor in all ...
Air Academy FCU: Commitment to Excellence Leads to First Mortgage Success
During a time of credit union mortgage success, Air Academy has increased mortgage production as well as member service.
As Consumers Rebel, Credit Unions Can Benefit
Negative headlines about financial institutions are commonplace in our current national climate, but one issue in particular has risen above the din in the last ...
Building Technology into Our Industry’s Future
A CUSO between Level 9, a private company, and New England Federal Credit Union ($679M in Williston, VT) specializing in credit union website development, has ...
Managing Well in Tough Times: Interview with Tom Baldwin, EVP & CFO of Space Coast CU
A good capital postition helps; so does taking advantage of opportunities.
There’s Nothing Punitive About A Bottom Line Built On Value And Service
Credit unions must continue to build diversified income streams that strike a balance between profit and purpose.
Clear Connections Emerge Between CUSO Activity And Diversified Earnings
Here’s how CUSOs and sales to secondary markets affect non-interest income.
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.