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.
First Quarter 2015 Investment Review
May 19, 2015
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This quarterly snapshot from TRUST Mutual Funds shows total investments at credit unions increased $14 billion since year-end 2014.
A Hope For Calm
May 12, 2015
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Bond traders are on their tiptoes in an effort to not disturb the German beast.
San Antonio FCU Posts A Record Mortgage Performance
May 12, 2015
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The Florida credit union reported a 97% increase in first mortgage originations in the first quarter of 2015.
Forum Credit Union Posts Double-Digit First Quarter Consumer Loan Growth
May 12, 2015
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The Indiana credit union increased auto loans 39% over last year.
Two Roads Crossing
May 6, 2015
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Credit unions are increasing their holdings in securities available-for-sale while banks are increasing their holdings in securities held-to-maturity. How do these different strategies relate to price risk?
The Floodgates Have Opened
May 6, 2015
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Fed chair Janet Yellen’s comments during an IMF conference on Wednesday contributed to a global sell-off of stocks last night.
How Back-End Cooperation Will Help 6 Credit Unions Cut Compliance Costs By $200K
May 5, 2015
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Six small credit unions have projected more than $200,000 in compliance costs savings over the next two years with their new CUSO — and they say that’s just the beginning.
Price Risk In The Credit Union Investment Portfolio
May 4, 2015
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How would a bump in interest rates affect investments at U.S. credit unions?
Bonds Are Losing Their Grip On Leadership
April 30, 2015
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Dow futures are down 20 points in preopening trading and bond prices are close to unchanged to start the last day of April.
What’s On Your Performance Report?
April 27, 2015
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This week, CreditUnions.com highlights ratios all credit unions should be tracking according to the roles that should be tracking them.
A Hope For Calm
Bond traders are on their tiptoes in an effort to not disturb the German beast.
San Antonio FCU Posts A Record Mortgage Performance
The Florida credit union reported a 97% increase in first mortgage originations in the first quarter of 2015.
Forum Credit Union Posts Double-Digit First Quarter Consumer Loan Growth
The Indiana credit union increased auto loans 39% over last year.
Two Roads Crossing
Credit unions are increasing their holdings in securities available-for-sale while banks are increasing their holdings in securities held-to-maturity. How do these different strategies relate to ...
The Floodgates Have Opened
Fed chair Janet Yellen’s comments during an IMF conference on Wednesday contributed to a global sell-off of stocks last night.
How Back-End Cooperation Will Help 6 Credit Unions Cut Compliance Costs By $200K
Six small credit unions have projected more than $200,000 in compliance costs savings over the next two years with their new CUSO — and they ...
Price Risk In The Credit Union Investment Portfolio
How would a bump in interest rates affect investments at U.S. credit unions?
Bonds Are Losing Their Grip On Leadership
Dow futures are down 20 points in preopening trading and bond prices are close to unchanged to start the last day of April.
What’s On Your Performance Report?
This week, CreditUnions.com highlights ratios all credit unions should be tracking according to the roles that should be tracking them.
Browse Topics
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.
The Affordability Crisis Is Reshaping Credit Union Balance Sheets
Sherry Virden
Members are struggling with an affordability crisis that is changing how they manage debt, and new behaviors are showing up across the credit union loan portfolio.
First Quarter 2015 Investment Review