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.
A Capital Initiative At Fairfax County Credit Union
July 27, 2015
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In 2010, Fairfax County Credit Union received supplemental capital from the U.S. Treasury. Here’s how it used those funds to improve the long-term health of the credit union and its membership.
Why Credit Unions Need Supplemental Capital
July 27, 2015
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Michael Wettrich, president and chief executive of the $90 million Education First Credit Union in Ohio, makes the case for supplemental capital at credit unions.
Supplemental Capital Is No Panacea
July 27, 2015
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Supplemental capital is a useful tool that is long overdue; however, it is not without risk and potential complications.
Will Lower Oil Prices Spur Economic Activity?
July 23, 2015
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A slow summer day, mixed earnings for two symbolic companies, and dropping oil prices present a mixed bag for a sluggish global economy.
3 Ways To Improve Incentive Programs
July 21, 2015
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A broad contribution scope, standardized rewards, and sales-averse employee strategies have paid dividends for these Western credit unions.
How Star One Uses Member Onboarding To Drive Account Growth And Efficiency
July 16, 2015
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The California credit union opens 22% of its new memberships online and will soon add a mobile app option.
A Ho-Hum Reaction To Greece
July 16, 2015
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Traders shrug at the deal struck between the European Union and Greek Parliament but turn their attention to ECB president Mario Draghi.
Chinese Stocks Surge While Greece Optimism Grows
July 9, 2015
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Hopefully, U.S. traders are not really focusing on Chinese markets. Why optimism over Greece in Europe is growing also is unclear.
Will Greek Voters Say “Yes” Or “No” To Proposed Austerity Measures?
July 2, 2015
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Regardless of what happens in Europe, we can expect one outcome on Monday.
The End Is Near … Probably … Maybe
June 25, 2015
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The rhetoric out of Greece suggests the crisis could be resolved as early as next week.
A Capital Initiative At Fairfax County Credit Union
In 2010, Fairfax County Credit Union received supplemental capital from the U.S. Treasury. Here’s how it used those funds to improve the long-term health of ...
Supplemental Capital Is No Panacea
Supplemental capital is a useful tool that is long overdue; however, it is not without risk and potential complications.
Will Lower Oil Prices Spur Economic Activity?
A slow summer day, mixed earnings for two symbolic companies, and dropping oil prices present a mixed bag for a sluggish global economy.
3 Ways To Improve Incentive Programs
A broad contribution scope, standardized rewards, and sales-averse employee strategies have paid dividends for these Western credit unions.
How Star One Uses Member Onboarding To Drive Account Growth And Efficiency
The California credit union opens 22% of its new memberships online and will soon add a mobile app option.
A Ho-Hum Reaction To Greece
Traders shrug at the deal struck between the European Union and Greek Parliament but turn their attention to ECB president Mario Draghi.
Chinese Stocks Surge While Greece Optimism Grows
Hopefully, U.S. traders are not really focusing on Chinese markets. Why optimism over Greece in Europe is growing also is unclear.
Will Greek Voters Say “Yes” Or “No” To Proposed Austerity Measures?
Regardless of what happens in Europe, we can expect one outcome on Monday.
The End Is Near … Probably … Maybe
The rhetoric out of Greece suggests the crisis could be resolved as early as next week.
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.
Why Credit Unions Need Supplemental Capital