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.
CECL Challenges And Opportunities
April 14, 2016
No Comments
The new accounting standard from FASB presents challenges and opportunities to credit unions and CUSOs.
The Year Of Living Dangerously
April 13, 2016
No Comments
Introducing monthly dues was a risky move for Arizona Federal. Yet one year later, the credit union has a more engaged membership as a result.
NCUA Summarily Executes 6 Credit Unions Without Due Process
April 13, 2016
No Comments
The regulator’s drastic move is a troubling illustration of how the agency created to foster the movements safety and soundness is becoming a threat to its future.
Financial Services Management Group: Developing Alternative Choices for Investment and Insurance
April 12, 2016
No Comments
Investment and insurance services, two key non-traditional products emerging in credit unions today, can help credit unions achieve a variety of new revenue goals and member service needs. Find out why one credit union has instead turned to a new and more flexible solution for its investment and insurance program.
Spring Cleaning For Credit Unions
April 11, 2016
No Comments
This week, CreditUnions.com gets in the spring cleaning spirit by featuring articles and graphics on how credit unions are simplifying operations, paring down documents, and closing inactive checking accounts.
7 Ways To Plant The Seeds Of Financial Success
April 11, 2016
No Comments
Spring is an excellent time to assess efficiency and clean up clutter to make way for new products and measures.
What You Need to Know: Credit Unions are Different From Banks
April 8, 2016
No Comments
Recent regulatory actions make it critical to understand how credit unions — and the system in which they operate — are different from banks.
Loan From the Front
April 8, 2016
No Comments
Member-facing staff at one Virginia credit union helps the institution reach its maximum lending potential.
The Power of Data
April 7, 2016
No Comments
Quantitative facts covering almost every aspect of credit union activity are abundant—and becoming even more plentiful. Many users of data are seeking answers. The issues range from the general, “How-am-I-doing?” to the specific, such as “Should-Iraise-my-NSF-fee?”
Maintain Healthy Cash Flow
April 7, 2016
No Comments
Georgetown University’s student-run credit union is cognizant of the duration of its investments and has developed strong cash positions.
CECL Challenges And Opportunities
The new accounting standard from FASB presents challenges and opportunities to credit unions and CUSOs.
The Year Of Living Dangerously
Introducing monthly dues was a risky move for Arizona Federal. Yet one year later, the credit union has a more engaged membership as a result.
Financial Services Management Group: Developing Alternative Choices for Investment and Insurance
Investment and insurance services, two key non-traditional products emerging in credit unions today, can help credit unions achieve a variety of new revenue goals and ...
Spring Cleaning For Credit Unions
This week, CreditUnions.com gets in the spring cleaning spirit by featuring articles and graphics on how credit unions are simplifying operations, paring down documents, and ...
7 Ways To Plant The Seeds Of Financial Success
Spring is an excellent time to assess efficiency and clean up clutter to make way for new products and measures.
What You Need to Know: Credit Unions are Different From Banks
Recent regulatory actions make it critical to understand how credit unions — and the system in which they operate — are different from banks.
Loan From the Front
Member-facing staff at one Virginia credit union helps the institution reach its maximum lending potential.
The Power of Data
Quantitative facts covering almost every aspect of credit union activity are abundant—and becoming even more plentiful. Many users of data are seeking answers. The issues ...
Maintain Healthy Cash Flow
Georgetown University’s student-run credit union is cognizant of the duration of its investments and has developed strong cash positions.
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.
NCUA Summarily Executes 6 Credit Unions Without Due Process