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.
Loan Originations Triple At Central Macomb Community Credit Union
May 21, 2015
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The Michigan credit union posted 35% annual loan growth in first quarter 2015.
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.
Loan Originations Triple At Central Macomb Community Credit Union
The Michigan credit union posted 35% annual loan growth in first quarter 2015.
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.
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.
First Quarter 2015 Investment Review