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.
The Credit Union Opportunity In Member Insurance
June 1, 2015
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Today, 40% fewer credit unions offer member insurance than in 2011. That’s an opportunity for credit unions to offer members a dependable product and peace of mind.
Can Cross-Selling Enhance Your Auto Lending Strategy?
June 1, 2015
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Cross-selling is a key component in creating true value in your auto lending strategy and increasing member loyalty.
3 Investment Strategies For 3 Life Stages
June 1, 2015
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Generations Community explains a three-pronged plan to catch members early and help them invest for life.
3 Tips To Strengthen Member Insurance Services
June 1, 2015
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Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
Above And Beyond
June 1, 2015
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This week on CreditUnions.com, check out tips and best practices from credit unions that have expanded their suite of financial products to include investment and insurance services.
The Effect of New Merger Accounting Rules on Goodwill
May 31, 2015
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Merger accounting rules that went into effect this year pose new challenges for credit unions considering a merger. Mike Sacher and John Murnane walk you through an example in this 13 minute CUtv Short.
Merger Accounting-The Facts You Need Before Executing a Voluntary Merger (part 2)
May 31, 2015
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This article is part 2 of the series addressing the most common questions regarding the Acquisition method and provides appropriate perspective to the senior management team who might not be well grounded in accounting for business combinations under SFAS 141-R.
Understanding The Value Of Early Adopters
May 28, 2015
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Members who more readily accept new self-service options are a market segment worth cultivating.
China Blue
May 28, 2015
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Global stock markets are having a sympathetic reaction to the Shanghai Composite.
The Fed Is Wary Of The Bond Market
May 21, 2015
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The markets are trading quietly as the Fed takes a wait-and-see approach on raising interest rates.
The Credit Union Opportunity In Member Insurance
Today, 40% fewer credit unions offer member insurance than in 2011. That's an opportunity for credit unions to offer members a dependable product and peace ...
Can Cross-Selling Enhance Your Auto Lending Strategy?
Cross-selling is a key component in creating true value in your auto lending strategy and increasing member loyalty.
3 Investment Strategies For 3 Life Stages
Generations Community explains a three-pronged plan to catch members early and help them invest for life.
3 Tips To Strengthen Member Insurance Services
Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
Above And Beyond
This week on CreditUnions.com, check out tips and best practices from credit unions that have expanded their suite of financial products to include investment and ...
The Effect of New Merger Accounting Rules on Goodwill
Merger accounting rules that went into effect this year pose new challenges for credit unions considering a merger. Mike Sacher and John Murnane walk you ...
Merger Accounting-The Facts You Need Before Executing a Voluntary Merger (part 2)
This article is part 2 of the series addressing the most common questions regarding the Acquisition method and provides appropriate perspective to the senior management ...
Understanding The Value Of Early Adopters
Members who more readily accept new self-service options are a market segment worth cultivating.
The Fed Is Wary Of The Bond Market
The markets are trading quietly as the Fed takes a wait-and-see approach on raising interest rates.
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.
China Blue