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.
Supplemental Capital And Credit Unions
July 27, 2015
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As of March 31, 2015, natural person credit unions reported a total of $217.4 million in supplemental capital. What is this capital and where does it come from?
A Second Chance To Make A Capital Impression
July 27, 2015
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What sources of supplemental capital can credit unions access and how are they using those funds to improve the long-term health of their organizations and membership? Learn this and more on CreditUnions.com.
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.
Supplemental Capital And Credit Unions
As of March 31, 2015, natural person credit unions reported a total of $217.4 million in supplemental capital. What is this capital and where does ...
A Second Chance To Make A Capital Impression
What sources of supplemental capital can credit unions access and how are they using those funds to improve the long-term health of their organizations and ...
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.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Why Credit Unions Need Supplemental Capital